Financial Planning Manager

Dublin, Leinster The Panel Group

Posted 7 days ago

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Financial Planning Manager Our client, a leading global wealth manager, is currently seeking a Financial Planning Manager to join their Dublin based team. This is an excellent opportunity for a sales driven individual who is looking to grow their career within a global firm. The Job: Meeting with HNW clients to discuss investment opportunities Driving wealth management sales in Ireland Gathering new clients and assets for the firm Extensive networking & direct consultative selling Dedicated portfolio management Retention of client relationships The Candidate: 5+ years of success providing financial advice to clients Proven individual sales success with retail clients Quantifiable track record in closing new investor business Outstanding sales ability with proven sales track record Strong work ethic Excellent interpersonal communication skills The Package: Full benefits package on offer with this role. In addition there is a vey lucrative bonus/commission structure so so OTE would be expected to be at least €120,000 in year one and higher thereafter. If interested, please email Alan Bluett with a current CV. Skills: pensions Sales Business Development New Business Development Investments Financial Planning qfa Benefits: Group Life Assurance Medical Aid / Health Care Mobile Phone Paid Holidays Pension Fund Performance Bonus
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Financial Planning Manager

Dublin, Leinster The Panel Group

Posted 7 days ago

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Financial Planning & Sales Manager Our client, a leading global investment manager, is seeking a SeniorFinancial Planner to join their locally based team. This is an great opportunity for a sales driven financial advisor who is looking to grow their career within a global investment manager. The Job: Meeting with private clients to discuss investment opportunities Driving wealth management in Ireland Sourcing new clients & assets for the firm Extensive networking & direct selling of wealth management Dedicated portfolio management Retention of key client relationships The Candidate: Min 6 years of successfully providing financial advice Proven individual sales success with retail clients Quantifiable track record in closing new private client business Great sales ability with proven sales track record Good work ethic Excellent interpersonal communication skills The Package: Full benefits package on offer with this role. In addition there is a vey lucrative bonus/commission structure so so OTE would be expected to be at least €120,000 in year one and higher thereafter. If interested, please email Alan Bluett with a current CV. Skills: Sales Business Development Investment Advice QFA Financial Advisor Ealth manager Wealth Management Benefits: Group Life Assurance Laptop Medical Aid / Health Care Mobile Phone Paid Holidays Pension Fund Performance Bonus
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Head of Financial Planning

Dublin, Leinster 360 Search

Posted 7 days ago

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360 Search are hiring for a Head of Financial Planning to support a growing Wealth & Financial Planning team. This role is critical in providing high-quality financial advice while managing and supporting an existing team of Private Client Consultants, with plans to grow and develop the team further. The Hiring Firm are well-established and have experienced immense growth in Ireland across Financial Planning & Employee Benefits, along with other core areas. The job: Lead, mentor, and develop a team of Private Client Consultants, ensuring consistent growth and high performance Conduct regular one-on-one meetings to set objectives, review performance, and provide coaching to improve client service and revenue generation Develop and implement best practices for financial planning and advisory services within the team Manage team schedules, including holiday approvals and workload distribution, to ensure seamless client service Identify training opportunities to keep the team updated on industry trends and regulatory changes Foster a collaborative and accountable team culture focused on excellence Answer and guide team members on their client technical queries, positioning, and financial plans Manage and expand a personal portfolio of high-net-worth clients, providing expert financial planning services, including estate planning, investment strategies, retirement planning, and risk management Drive business growth through a mix of fee-based financial planning and commission-based product recommendations (pensions, investments, and life assurance) The candidate: Excellent interpersonal, communication, and relationship management skills. Ability to balance leadership responsibilities with personal client engagement to drive both team and business growth. Proficiency in financial planning software, particularly Voyant Certified Financial Planner (CFP) Proficiency in financial planning software, particularly Voyant. A minimum of a bachelors degree in finance, Economics, Business, or a related field. Proven leadership experience in financial advisory or wealth management, with a focus on motivating and developing teams. Tax qualification is desirable Full drivers license Skills: People Management New Business Development Sales Management Financial Planning Financial Advisor
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Life & Pensions Administrator (Financial Planning Firm)

Dublin, Leinster Armont Recruitment

Posted 7 days ago

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Armont Recruitment have partnered with a well-established financial services brokerage firm who are seeking a Life & Pensions Administrator to join their expanding team in Dublin City. The successful candidate will be QFA qualified or working towards same, who is seeking an opportunity to expand on their current experience, whilst developing further career opportunities. The Role Providing insurance & pension administration support to existing and new client base Analysis of existing client arrangements as well as new business processing Preparation of suitability statements Retirement fund evaluation and research Compliance implementation Provide detailed report preparation The Candidate APA qualified at a minimum QFA qualified (or working towards) Minimum 1 year experience working across life and pensions administration, or experience within a financial services brokerage firm Technical knowledge of insurance, pension and investment products General knowledge of investment markets Strong customer service focus The Reward Attractive salary and package to be discussed all dependent on experience Skills: Life Pensions Investments Administrator QFA ACA Financial Planning
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Senior Financial Planning & Analyst (Senior FP&A)

Dublin, Leinster AON

Posted 7 days ago

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Senior Financial Planning & Analyst (Senior FP&A) Are you a qualified accountant (or working towards your qualification) with a passion for turning numbers into strategic insights? Are you ready to partner with a global tech function and looking to make a real impact in a dynamic, tech-driven environment? Join us as a Senior FP&A and help shape the financial future of our technology operations. This is a hybrid role with the flexibility to work both virtually and from our Dublin office. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. What the day will look like The Senior FP&A will partner with Aon Business Services Technology function to: Provide insight of financial performance through accurate, timely and relevant reporting Interpret and clearly communicate results, reports and analysis Provide continuous review and improvement of management information. Specifically, this will include: Overseeing the in-scope Month End Close financials that are led by our Krakow team and provide accounting guidance where required Handling the monthly forecasting process for in-scope functions and provide advice and guidance to our Krakow team and to ensure these are aligned to operational plans Preparing and overseeing production of monthly financial information for in-scope functions and meeting regularly with operational partners to discuss and understand underlying operational drivers as well as potential risks and opportunities Supporting strategic functional initiatives and projects, including reviewing/preparing Cost Benefits Analysis for key projects (including integration), and track performance against those Meeting with relevant global finance leads for in-scope functions to ensure global alignment to initiatives and plans for region Supporting delivery of annual budgets, ensuring future run rates are adequately gathered and other key assumptions included in budgets are properly supported, documented and communicated Ensuring allocations out to the business for the services delivered by the above functions are based on reasonable and agreed assumptions/methodology and clearly communicate those to relevant partners. Work with the Global allocation team to ensure they are properly reflected in our Allocation tool Aiming to improve processes and tools not just for own work, but across the ABS finance team to streamline overall workloads. How this opportunity is different This is an exciting opportunity to work daily with colleagues across the globe, gaining exposure to different parts of the business and influence leaders across different solution lines. You will be part of a team of Finance Business Partners supporting ABS Technology, where you will build strong relationships with key operational stakeholders within the function to help manage their financials, including: Leading planning & forecast cycles Production / interpretation of financial management information Develop operational knowledge of the functions supported Influence financial performance. At Aon you will be supported in your growth and development, working in an environment where you can shape your career, based on your interests and passions. Skills and experience that will lead to success The ideal individual will have: Relevant qualification as Qualified Accountant (CIMA or ACCA) or working towards the same Proven FP&A experience in finance business partnering and multinational environment Skilled communicator within and across different field, including dealing with Business Leaders Advanced Excel skills with ability to quickly organize and analyze large/diverse sets of data Knowledge of PowerPoint, Workday, TM1, Power BI/Query would be an advantage Prepared to be flexible to meet deadlines and support team when required Keen to learn about technology. How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. 2563227 To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process click the Apply button below to Login/Register.
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Investment Manager

D02 Dublin, Leinster Elevate Partners

Posted 26 days ago

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Permanent

A high-performing Real Estate platform is seeking an ambitious Investment Manager to join its expanding team in Dublin.

This is a rare opportunity to step into a front-office role with direct exposure to real estate lending , deep transaction execution, and hands-on credit management. You’ll be working alongside a top-tier team with a proven track record of enabling the delivery of thousands of new homes across Ireland.

The Role: Originate and evaluate new investment opportunities across the Irish development landscape.Lead detailed credit analysis, financial modelling, and risk assessments.Manage transaction execution including due diligence, negotiation, and investment committee presentations.Actively oversee and monitor a portfolio of live credit investments.Contribute to a collaborative and high-performance culture, mentoring junior team members.Requirements:5+ years’ experience in real estate finance, private credit, lending, or investment advisory.Strong academic background; finance qualifications (ACA, CFA, etc.) a plus.Sharp financial modelling and analytical capabilities.Commercial judgement, communication skills, and the drive to deliver impact.

To discuss this opportunity in confidence contact Diarmuid Clancy via  or apply directly via the link provided. 

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Investment Manager

D Dublin, Leinster Elevate Partners

Posted 186 days ago

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Permanent
We are currently working with an International Wealth Management firm who are looking to hire an Investment Manager to join their team in Dublin. The successful candidate will build and develop trusted relationships with current and potential clients, providing investment advice and portfolio management to the client.Role Duties:To look after and support client needs.To develop existing client relationships and build new client relationships through effective ongoing service.To construct & maintain suitable portfolios in line with the clients’ requirements, circumstances, tax situation and attitude to risk.To review portfolios regularly and make portfolio changes consulting with colleagues where appropriate.RequirementsDegree or Masters in Business related area.Professional Qualification (QFA, CFA etc).3 – 5 years experience in private Clients within the banking/ wealth management industry . Understanding of the financial services industry and investment market.Experience of managing client investment portfolios and providing investment advice.BenefitsPlease apply through the link provided or get in touch with Aoife Stokes via to schedule a confidential phone call.
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Junior Project Manager - Investment Management

Dublin, Leinster Marsh McLennan

Posted 7 days ago

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What can you expect: This is an exciting opportunity to join one of Mercer's largest and most rapidly-growing business areas - Investment Solutions. Mercer's Investment Solutions (IS) business provides sophisticated implementation and investment services to clients. The business has grown rapidly over recent years with $500bn of client assets now under management globally, c$90bn of which is invested on behalf of International investors. Our Investor base is institutional and typically clients are DB/DC Pension Schemes but the business is expanding into new segments including Insurance & Wealth Management. Mercer's fund range was launched in Europe in September 2006 and currently consists of c.140 Irish-domiciled funds across 5 legal structures. In addition to the ability to provide bespoke solutions to large clients, these funds provide building blocks to support Mercer's wider range of investment and risk management solutions targeting the institutional marketplace. Mercer IS business has seen significant growth over the last few years and believes that demand for its investment solutions will continue to grow over the coming years. The Operations Unit is responsible for the on-boarding of new clients into the funds, launching of new funds, client and fund rebalancing, management of underlying investment manager changes, NAV and valuation oversight, regulatory & tax oversight, management of third party service providers, operational infrastructure changes, development and maintenance of relationships with both internal and external clients and adherence to strict risk controls. The Product Implementation Team sits within the Operations Unit and is responsible for the project management of new fund launches, onboarding, manager changes, and other fund restructure events. This involves the coordination of multiple stakeholders, both internal and external, including Portfolio Management, Legal & Compliance, Operations, Sales, Finance, Technology, Administrator and Depositary, and Investment Managers. The team is also responsible for undertaking and implementing business-wide initiatives and efficiency projects. Candidates will ideally have good experience in project management and a knowledge about Irish Funds including UCITS and AIFs, and an understanding of the regulatory regime. Reporting to the Fund Change Manager, the role will be dynamic and diverse, requiring an individual with exceptionally strong project management, organisational, collaboration and communication skills. The role will be dynamic and diverse, requiring an individual that has a background across Funds/Asset Management with exceptionally strong people and project management, organisational, collaboration and communication skills. We will rely on you to: Project management: Manage projects including fund launches, manager changes, fund of funds additions and fund restructures. Maintain project plans and timelines to ensure successful implementation of project initiatives. Stakeholder engagement: Collaborate with key internal stakeholders throughout the whole project lifecycle. Manage relationship with key external stakeholders including the depositary and administrator to the funds that MGIE is appointed as investment manager. Documentation: Prepare and contribute to drafting fund documentation such as fund supplement and prospectus, client agreements, and investment management agreements. Team collaboration and support: Provide support to the team for technical queries, BAU deadlines and complex projects. Provide support to the Product Implementation Manager on operational change, risk management and overall operational planning. Maintain team processes documentation, best practices, and project milestones. Develop and drive process improvement initiatives to improve quality and efficiency. Participate in team discussions and assist in training other team members. What you need to have: Funds or Asset Management experience. Excellent organisational and project management skills. Strong communication and collaboration skills, the ability to communicate with project stakeholders effectively is important. Highly motivated, driven and focused. Ability to work under own initiative and work effectively in a team and build positive relationships. Confident in decision making, manages uncertainty effectively, anticipates and resolves barriers to implementing changes and instils Mercer philosophy and culture into all practices. Ability to work in a dynamic high performing team, supporting your team colleagues while leading, driving and managing your own tasks and projects. What makes you stand out: Experience in the project management of Irish fund launches would be a strong advantage. Technical knowledge of fund structures, parties to the fund and fund types. Understanding of operational and reputational risks in a fund and the operational control environment required to manage these risks. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can collaborate with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities. Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of 24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, Traveller community, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at to discuss any specific needs. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process, click the Apply button below to Login/Register.
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