18 Investment Strategies jobs in Ireland
Financial Adviser
Belfast, Ulster
MCS Group
Job Viewed
Job Description
MCS is partnering with a highly renowned Independent Financial Planning firm in Greater Belfast to recruit for an experienced Financial Adviser. This is a brand new full-time permanent job opportunity brought about purely due to substantial business growth. You will be joining a high-performing team that has overseen a long period of exceptional success - and are looking to build on this! The firm has a client base across NI & GB but are open to any specialisms or particular client book you can bring with you. The rewards Above market package (fully negotiable on base vs bonus) Full back-office functions available from day one - Paraplanning, Admin, Tax Advice & much more Genuine work/life balance High-performance culture - you'll be working closely with a very successful team who push each other to remain ambitious Excellent benefits package Free parking The Role: As the successful Financial Adviser, you will play a key role in: Manage a portfolio of existing clients with ongoing financial advice and reviews Build new relationships and attract new business through referrals and networking Provide holistic advice on business & personal financial solutions, savings & investments, mortgages Maintain accurate and compliant client records and reports Contribute to the practice's growth and reputation To speak in absolute confidence about this opportunity please send an up to date CV via the link provided or contact Josh Craig at MCS Group on Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs MCS Group is committed to Equality, Diversity, and Inclusion for all, being the first recruitment agency in NI to achieve Bronze Diversity Mark accreditation, if you have a disability which means you require a reasonable adjustment to be considered at any stage of the recruitment process, please contact us and we will endeavour to facilitate the request. Not all agencies are the sameMCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google. Skills: financial adviser financial advisor financial planner wealth management
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Director Strategy & Portfolio Management - Customer Solutions
Dublin, Leinster
€125000 - €150000 Annually
ResMed Inc
Posted 6 days ago
Job Viewed
Job Description
Director Strategy & Portfolio Management - Customer Solutions page is loaded Director Strategy & Portfolio Management - Customer Solutions Apply locations Dublin, Ireland time type Full time posted on Posted Yesterday job requisition id JR_044368
Global Technology Solutions (GTS) at ResMed is a division dedicated to creating innovative, scalable, and secure platforms and services for patients, providers, and people across ResMed. The primary goal of GTS is to accelerate well-being and growth by transforming the core, enabling patient, people, and partner outcomes, and building future-ready operations.
The strategy of GTS focuses on aligning goals and promoting collaboration across all organizational areas. This includes fostering shared ownership, developing flexible platforms that can easily scale to meet global demands, and implementing global standards for key processes to ensure efficiency and consistency.
We are looking for our future Director Strategy & Portfolio Management to join our Global Technology Solutions team supporting our Customer Solutions portfolio globally.
The role is offered as a remote position based in Ireland.
The role requires frequent travels : min twice per month within EMEA and / or overseas (US - Australia)
Let's talk about the team :
The Global Technology Solutions (GTS) - Strategy and Delivery Team is a dynamic group of highly motivated and results-driven professionals dedicated to translating ResMed's strategy into an actionable roadmap.
Our mission is to drive ResMed's strategy forward by working across the organization to enable strategic alignment and effective cross-functional program execution, fostering innovation and transformation with enterprise-wide practices and enhancing customer experiences with service and UX design.
We have ambitious goals and deliver value continuously, thriving on collaboration, agility, and leveraging technology to deliver business solutions. We are continuously learning, seeking opportunities for growth and accountability for outcomes, all while recognizing the value of enjoying our journey together.
Let's talk about the role :
As the Director of Strategy and Portfolio Management, you will drive strategic portfolio management through prioritization, resource optimization and effective execution of high-impact programs and initiatives aligned with our business goals.
In this role you will be the strategic partner to the Technology Leader for the Customer Solutions portfolio , working closely to amplify the effectiveness of their leadership and organization. By bringing portfolio insights, delivery discipline, and cross-functional coordination, you will help the technology team operate with greater clarity, efficiency, and impact - enabling them to deliver scalable, customer-centric solutions in alignment with commercial priorities.
You will be responsible for:
- Leading and developing the team : Foster a collaborative, high-performing culture focused on outcomes, learning, and accountability.
- Driving strategic alignment : Define and guide portfolio priorities in partnership with Marketing, Sales, Customer Service, and GTS leaders - with a focus on enabling the Technology Leader and their team to deliver impactful, customer-facing solutions.
- Leading integrated planning : Drive the Annual Operating Plan (AOP) and Program Increment (PI) planning for the Customer Solutions portfolio, ensuring alignment of funding, capacity, and business needs.
- Enhancing the operating model : Establish governance, delivery rhythms, and ways of working that enable consistent, scalable, and efficient execution across product, technology, and commercial teams.
- Guiding investment decisions : Provide portfolio insights and decision support to ensure trade-offs and prioritization reflect business impact and strategic value.
- Managing risks and dependencies : Anticipate and resolve cross-program risks, ensuring continuity of delivery across the commercial and customer landscape.
- Running Quarterly Portfolio Reviews (QPRs) : Lead transparent performance tracking and realignment to maximize outcomes and impact.
- Partnering across functions : Collaborate with GTS Solution Leads, Technical Program Managers, Architects, and Business Partners to align discovery and delivery and ensure shared ownership for success.
- Evolving practices : Embed fit-for-purpose frameworks and tools that elevate our portfolio and program management maturity.
- Leading change : Support smooth execution of business transformation, capability enablement, and experience-led innovation within the portfolio.
Let's talk about you
- Bachelor's degree in computer science, Business Administration, Information Technology or a related field.
- 10+ years of experience in IT/Business Systems , with a focus on strategy, portfolio management, and program management.
- 5+ years of experience in a leadership role, managing cross-functional teams and leading strategic initiatives.
- Experience supporting customer solutions (Marketing, Sales Operations, Customer Service )
- Ability to see the big picture, think long-term, and align portfolio decisions with business objectives.
- Expertise in prioritizing and optimizing resource allocation across multiple projects and initiatives to maximize impact and efficiency.
- You operate as a trusted advisor and force multiplier for senior technology leaders, helping drive strategic clarity, execution discipline, and enterprise-wide alignment across complex portfolios.
- Skills in managing risks, managing change, and ensuring smooth transitions with minimal disruption to ongoing projects and operations.
- Capability to oversee effective program management practices, lead and mentor teams and ensure successful delivery of business outcomes.
Additional information:
At Resmed, all employees benefit from a bonus plan, the percentage of which depends on yourposition within the organisation.
Working from home flexibility
You also have access to a referral bonus and to Resmed's preferred shareholding programme
Competitive benefits (Pension, Long-Term Illness Protection, Health Insurance )
Internal career opportunity - joining an international fast-pace and massively growing company
Resmed is an Equal Opportunity Employer
OK, so what's next?
Joining us is more than saying "yes" to making the world a healthier place. It's discovering a career that's challenging, supportive and inspiring. Where a culture driven by excellence helps you not only meet your goals, but also create new ones. We focus on creating a diverse and inclusive culture, encouraging individual expression in the workplace and thrive on the innovative ideas this generates. If this sounds like the workplace for you, apply now
Joining us is more than saying "yes" to making the world a healthier place. It's discovering a career that's challenging, supportive and inspiring. Where a culture driven by excellence helps you not only meet your goals, but also create new ones. We focus on creating a diverse and inclusive culture, encouraging individual expression in the workplace and thrive on the innovative ideas this generates. If this sounds like the workplace for you, apply now! We commit to respond to every applicant.
About UsResmed (NYSE:RMD, ASX: RMD) creates life-changing health technologies that people love. We're relentlessly committed to pioneering innovative technology to empower millions of people in more than 140 countries to live happier, healthier lives. Our AI-powered digital health solutions, cloud-connected devices and intelligent software make home healthcare more personalized, accessible and effective. Ultimately, Resmed envisions a world where every person can achieve their full potential through better sleep and breathing, with care delivered in their own home. Learn more about how we're redefining sleep health at and
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0
Senior Investment Management Specialist
Dublin, Leinster
Marsh McLennan
Posted today
Job Viewed
Job Description
What you can expect: We are seeking a talented Senior Investment Management Specialist to join our growing business and play a pivotal role within the team to advise on Investment strategy, assist with portfolio construction aswell as mentor less experienced team members and oversee the task management for the team. The successful candidate will have strong technical and analytical capabilities aswell as being a team player, hardworking, intellectually ambitious and have a keen eye for detail. The successful candidate will lead portfolio construction work for our range of multi asset portfolios across DC, private wealth, and wealth management and encompass investment strategy advice for DB pension schemes. Mercer's Delegated Solutions Strategy team providesspecialised investment strategy advice to pension schemes primarily in the areas of dynamic de-risking, hedgingand portfolio construction. Mercer's dynamic de-risking solution aims to manage pension schemes along a path to full funding and has arisen from a need to provide a clear governance framework that will allow trustees to lock in market gains. Liability hedging forms a large part of this solution delivery, given market evolution in recent years. The Strategy team is also responsible for developing and implementing investment strategies for all our clients within the Delegated Solutions business. This includes investment strategies for a range of client types, such as pension schemes, endowments and foundations and others and encompasses analysis for Irish clients, Europe ex-UK and further afield. The role will be dynamic and diverse, requiring an individual that has a strong investment background with strong project management, leadership, organisational, collaboration and communication skills. The successful candidate will be able to manage the successful delivery of complex solutions, have strong technical and analytical capabilities, a keen eye for detail, and be able to use their own initiative to navigate requirements, manage to tight and competing timelines as well as undertake routine projects. We will count on you to: Lead investment strategy analysis to determine the strategic asset allocation for the full range of multi-asset portfolios allowing for different investment objectives and constraints faced by each. Analyse client investment strategies with aim of achieving target growth returns within restrictions provided. Analysis across range of client types and geographies. Complete daily monitoring of client funding levels and trading where required. Regularly calculate and propose updates to hedging strategies, working with a broad range of tools and models. Consider the impact and need for dynamic asset allocation adjustments as appropriate. Act as a representative of Mercer's best thinking on multi-asset investing to both internal and external clients. Interact with teams across the business to manage the implementation of investment strategy and asset allocation changes in an efficient and risk controlled manner. Collaborate with key internal stakeholders including portfolio management, legal & compliance, trading and operations, investment consultants. Lead, train and develop junior team members and other teams where required. Support the business development team as appropriate to develop and grow the segment. Manage the ongoing oversight and assessment of the funds. Support Mercer colleagues / consultants by presenting strategy reviews at client meetings, managing varied levels of knowledge, and by delivering high quality client reports, answering queries and clearly communicating strategic asset allocation and fund updates. Develop and drive process improvement initiatives to improve quality and efficiency, and ensure procedures are accurate and kept up to date. What you need to have: At least 5 years experience within the financial services industry (consulting, pensions, fund management, wealth management, investments or asset management) - should immediately create credibility internally and externally. Strong organisational and project management skills. Ability to effectively manage across multiple tasks and to tight deadlines. Excellent communication, presentation and collaboration skills. Highly motivated, driven and focused. Ability to work under own initiative. An ability to multi-task and work under pressure to deadlines. Strong analytical skills to review and analyse information/situations to identify, articulate the issues on hand and propose solutions. Excellent attention to detail and accuracy. Positive can-do attitude essential. 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: Qualified Actuary or CFA Charterholder. Deep understanding and experience of investment strategy and portfolio construction. Energy, proactivity and desire to see things done efficiently. Attention to detail, and project management experience. Team player, with excellent interpersonal and relationship building skills. Ability to communicate complex issues in a simple and coherent manner. 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.
This advertiser has chosen not to accept applicants from your region.
1
Senior investment management specialist
Dublin, Leinster
Marsh McLennan
Posted today
Job Viewed
Job Description
What you can expect: We are seeking a talented Senior Investment Management Specialist to join our growing business and play a pivotal role within the team to advise on Investment strategy, assist with portfolio construction aswell as mentor less experienced team members and oversee the task management for the team. The successful candidate will have strong technical and analytical capabilities aswell as being a team player, hardworking, intellectually ambitious and have a keen eye for detail. The successful candidate will lead portfolio construction work for our range of multi asset portfolios across DC, private wealth, and wealth management and encompass investment strategy advice for DB pension schemes. Mercer's Delegated Solutions Strategy team providesspecialised investment strategy advice to pension schemes primarily in the areas of dynamic de-risking, hedgingand portfolio construction. Mercer's dynamic de-risking solution aims to manage pension schemes along a path to full funding and has arisen from a need to provide a clear governance framework that will allow trustees to lock in market gains. Liability hedging forms a large part of this solution delivery, given market evolution in recent years. The Strategy team is also responsible for developing and implementing investment strategies for all our clients within the Delegated Solutions business. This includes investment strategies for a range of client types, such as pension schemes, endowments and foundations and others and encompasses analysis for Irish clients, Europe ex-UK and further afield. The role will be dynamic and diverse, requiring an individual that has a strong investment background with strong project management, leadership, organisational, collaboration and communication skills. The successful candidate will be able to manage the successful delivery of complex solutions, have strong technical and analytical capabilities, a keen eye for detail, and be able to use their own initiative to navigate requirements, manage to tight and competing timelines as well as undertake routine projects. We will count on you to: Lead investment strategy analysis to determine the strategic asset allocation for the full range of multi-asset portfolios allowing for different investment objectives and constraints faced by each. Analyse client investment strategies with aim of achieving target growth returns within restrictions provided. Analysis across range of client types and geographies. Complete daily monitoring of client funding levels and trading where required. Regularly calculate and propose updates to hedging strategies, working with a broad range of tools and models. Consider the impact and need for dynamic asset allocation adjustments as appropriate. Act as a representative of Mercer's best thinking on multi-asset investing to both internal and external clients. Interact with teams across the business to manage the implementation of investment strategy and asset allocation changes in an efficient and risk controlled manner. Collaborate with key internal stakeholders including portfolio management, legal & compliance, trading and operations, investment consultants. Lead, train and develop junior team members and other teams where required. Support the business development team as appropriate to develop and grow the segment. Manage the ongoing oversight and assessment of the funds. Support Mercer colleagues / consultants by presenting strategy reviews at client meetings, managing varied levels of knowledge, and by delivering high quality client reports, answering queries and clearly communicating strategic asset allocation and fund updates. Develop and drive process improvement initiatives to improve quality and efficiency, and ensure procedures are accurate and kept up to date. What you need to have: At least 5 years experience within the financial services industry (consulting, pensions, fund management, wealth management, investments or asset management) - should immediately create credibility internally and externally. Strong organisational and project management skills. Ability to effectively manage across multiple tasks and to tight deadlines. Excellent communication, presentation and collaboration skills. Highly motivated, driven and focused. Ability to work under own initiative. An ability to multi-task and work under pressure to deadlines. Strong analytical skills to review and analyse information/situations to identify, articulate the issues on hand and propose solutions. Excellent attention to detail and accuracy. Positive can-do attitude essential. 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: Qualified Actuary or CFA Charterholder. Deep understanding and experience of investment strategy and portfolio construction. Energy, proactivity and desire to see things done efficiently. Attention to detail, and project management experience. Team player, with excellent interpersonal and relationship building skills. Ability to communicate complex issues in a simple and coherent manner. 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 Mc Lennan (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 Mc Lennan 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 Mc Lennan helps build the confidence to thrive through the power of perspective. For more information, visit or follow on Linked In and X. Marsh Mc Lennan 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 Mc Lennan 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 Mc Lennan 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.
This advertiser has chosen not to accept applicants from your region.
2
Senior Treasury Analyst - Investment Management
Dublin, Leinster
The Panel Group
Posted today
Job Viewed
Job Description
Our client, a global asset management company, is seeking a Senior Treasury Analystto join their Global Treasury team. This role offers an exciting opportunity to contribute to the development of a global treasury platform at a leading investment firm. You will managing daily treasury operations, improving efficiencies, and ensuring seamless execution across diverse investment platforms. If you are someone who will thrive in a fast-paced, detail-oriented environment and have a collaborative mindset to build relationships across teams, then this job is for you. The Job Manage cash positions and execute payments Oversee collateral movements Collaborate with internal teams and external partners to resolve Treasury-related issues Ensure the smooth running of daily operations Support deal funding cycles, including settlements and liquidity management Contribute to the development and implementation of operational improvements and efficiencies within the treasury function Ensure compliance with fraud prevention measures and operational risk controls. The Candidate Bachelors degree in finance or related discipline Additional professional qualification preferred Min 3 years' experience in treasury Experience within alternative asset management advantageous Familiarity with corporate bonds, loans, asset-backed securities and equities Understanding of credit strategies High attention to detail Strong communication and problem-solving skills, with the ability to perform well under pressure in a fast-moving environment. Experience with treasury systems Skills: Treasury Management Liquidity Management Interest Rate Cash management FX TMS Benefits: Group Life Assurance Medical Aid / Health Care Paid Holidays Pension Fund Performance Bonus
This advertiser has chosen not to accept applicants from your region.
3
Senior treasury analyst - investment management
Dublin, Leinster
The Panel Group
Posted today
Job Viewed
Job Description
Our client, a global asset management company, is seeking a Senior Treasury Analystto join their Global Treasury team. This role offers an exciting opportunity to contribute to the development of a global treasury platform at a leading investment firm. You will managing daily treasury operations, improving efficiencies, and ensuring seamless execution across diverse investment platforms. If you are someone who will thrive in a fast-paced, detail-oriented environment and have a collaborative mindset to build relationships across teams, then this job is for you. The Job Manage cash positions and execute payments Oversee collateral movements Collaborate with internal teams and external partners to resolve Treasury-related issues Ensure the smooth running of daily operations Support deal funding cycles, including settlements and liquidity management Contribute to the development and implementation of operational improvements and efficiencies within the treasury function Ensure compliance with fraud prevention measures and operational risk controls. The Candidate Bachelors degree in finance or related discipline Additional professional qualification preferred Min 3 years' experience in treasury Experience within alternative asset management advantageous Familiarity with corporate bonds, loans, asset-backed securities and equities Understanding of credit strategies High attention to detail Strong communication and problem-solving skills, with the ability to perform well under pressure in a fast-moving environment. Experience with treasury systems Skills: Treasury Management Liquidity Management Interest Rate Cash management FX TMS Benefits: Group Life Assurance Medical Aid / Health Care Paid Holidays Pension Fund Performance Bonus
This advertiser has chosen not to accept applicants from your region.
4
Financial Planning Advisor, Customer Financial Planning, Dublin
Dublin, Leinster
AIB Group
Posted today
Job Viewed
Job Description
Location/Office Policy: Financial Planning Advisor, Customer Financial Planning, Dublin (Fully On-Site) Are you a highly motivated and performance driven individual with a proven track record, a self-starter who thrives in competitive environments. We are looking for an excellent communicator, skilled in both negotiation and challenging mind sets. Someone who can successfully build, influence, and manage relationships. Do you have strong results focus approach to your work, comfortable working independently and as part of that team to develop and promote your business. What is the Role: Customer Financial Planning is a large and growing division of AIB and a key strategic area for development over the coming years. This is an opportunity to join a nationwide network of 120 advisors across the AIB branch network. The role requires the individual to potentially cover multiple branches in the geography. The role holder is expected to have an strong understanding of all Financial Planning products and a moderate knowledge of other AIB product lines. The role holder will have a proven track record in building relationships both with customers and stakeholders to generate referrals and converting referrals to meetings. Key accountabilities: Provide expert advice to customers on a broad range of financial needs, particularly in the areas of Protection, Investment, Savings and Pensions. Work closely with regional and local management teams to support and drive the achievement of the Bank's Customer Financial Planning business and financial goals. Deal with the mass market customer segment to grow and retain assets under management, while generating wealth income through exceptional advice and customer service. Support the development of key staff in assigned Business Centres/Branches, enhancing their ability to identify and engage clients with financial planning needs. Develop and maintain strong partnerships with colleagues across multiple channels to ensure that the Customer Financial Planning business is appropriately positioned. What you Will Bring: Qualifications: Fully Qualified Financial Advisor (QFA). Experience: Preferably, experience as a Financial Advisor with a proven track record in client relationship-building and referrals. Technical Skills: Proficiency in Microsoft Office. Why Work for AIB We are committed to offering our colleagues choice and flexibility in how we work and live and our hybrid working model enables our people to balance their time between working from home and their designated office, subject to their role, the needs of our customers and business requirements. Some of our benefits include; Market leading Pension Scheme Healthcare Scheme Variable Pay Employee Assistance Programme Family leave options Two volunteer days per year Please click here for further information about AIB's PACT - Our Commitment to You. Key Capabilities Customer First: Building strong customer relationships and delivering customer centric solutions. Instils Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity. Self-Aware Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. Negotiation and Influence: Engages in discussion to reach an agreement and create outcomes, affecting the action, behaviours, or opinions of others. Customer Acquisition and Development: Proactively identifies potential customers and builds a healthy pipeline. Converts pipeline, focusing on tailored customer needs. Nurtures relationships and builds value to develop and grow customer accounts. Relationship Management: Cultivates and maintains business relationships, partnerships, and alliances internally, externally and virtually with key stakeholders. If you are not sure about your suitability based on any aspects of the role advertised, we encourage you to please contact the Recruiter for this role, Mia Coyne, at for a conversation. AIB is an equal opportunities employer, and we pride ourselves on being the first bank in Ireland to receive the Investors in Diversity Gold Standard accreditation from the Irish Centre for Diversity. We are committed to providing reasonable accommodations for applicants and employees. Should you have a reasonable accommodation request please email the Talent Acquisition team at Disclaimer: Unsolicited CV's sent to AIB by Recruitment Agencies will not be accepted for this position. AIB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners. Application deadline: 1st Sept 2025 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.
This advertiser has chosen not to accept applicants from your region.
5
Financial planning advisor, customer financial planning, dublin
Dublin, Leinster
AIB Group
Posted today
Job Viewed
Job Description
Location/Office Policy: Financial Planning Advisor, Customer Financial Planning, Dublin (Fully On-Site) Are you a highly motivated and performance driven individual with a proven track record, a self-starter who thrives in competitive environments. We are looking for an excellent communicator, skilled in both negotiation and challenging mind sets. Someone who can successfully build, influence, and manage relationships. Do you have strong results focus approach to your work, comfortable working independently and as part of that team to develop and promote your business. What is the Role: Customer Financial Planning is a large and growing division of AIB and a key strategic area for development over the coming years. This is an opportunity to join a nationwide network of 120 advisors across the AIB branch network. The role requires the individual to potentially cover multiple branches in the geography. The role holder is expected to have an strong understanding of all Financial Planning products and a moderate knowledge of other AIB product lines. The role holder will have a proven track record in building relationships both with customers and stakeholders to generate referrals and converting referrals to meetings. Key accountabilities: Provide expert advice to customers on a broad range of financial needs, particularly in the areas of Protection, Investment, Savings and Pensions. Work closely with regional and local management teams to support and drive the achievement of the Bank's Customer Financial Planning business and financial goals. Deal with the mass market customer segment to grow and retain assets under management, while generating wealth income through exceptional advice and customer service. Support the development of key staff in assigned Business Centres/Branches, enhancing their ability to identify and engage clients with financial planning needs. Develop and maintain strong partnerships with colleagues across multiple channels to ensure that the Customer Financial Planning business is appropriately positioned. What you Will Bring: Qualifications: Fully Qualified Financial Advisor (QFA). Experience: Preferably, experience as a Financial Advisor with a proven track record in client relationship-building and referrals. Technical Skills: Proficiency in Microsoft Office. Why Work for AIB We are committed to offering our colleagues choice and flexibility in how we work and live and our hybrid working model enables our people to balance their time between working from home and their designated office, subject to their role, the needs of our customers and business requirements. Some of our benefits include; Market leading Pension Scheme Healthcare Scheme Variable Pay Employee Assistance Programme Family leave options Two volunteer days per year Please click here for further information about AIB's PACT - Our Commitment to You. Key Capabilities Customer First: Building strong customer relationships and delivering customer centric solutions. Instils Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity. Self-Aware Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. Negotiation and Influence: Engages in discussion to reach an agreement and create outcomes, affecting the action, behaviours, or opinions of others. Customer Acquisition and Development: Proactively identifies potential customers and builds a healthy pipeline. Converts pipeline, focusing on tailored customer needs. Nurtures relationships and builds value to develop and grow customer accounts. Relationship Management: Cultivates and maintains business relationships, partnerships, and alliances internally, externally and virtually with key stakeholders. If you are not sure about your suitability based on any aspects of the role advertised, we encourage you to please contact the Recruiter for this role, Mia Coyne, at for a conversation. AIB is an equal opportunities employer, and we pride ourselves on being the first bank in Ireland to receive the Investors in Diversity Gold Standard accreditation from the Irish Centre for Diversity. We are committed to providing reasonable accommodations for applicants and employees. Should you have a reasonable accommodation request please email the Talent Acquisition team at Disclaimer: Unsolicited CV's sent to AIB by Recruitment Agencies will not be accepted for this position. AIB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners. Application deadline: 1st Sept 2025 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.
This advertiser has chosen not to accept applicants from your region.
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6
Financial Planning Advisor
Dublin, Leinster
Cornmarket Group Financial Services Ltd
Posted 1 day ago
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Job Description
Who We Are At Cornmarket , we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services - from car, home, health and life insurance, to income protection, retirement planning and beyond. Role Purpose We are looking for a Financial Planning Advisor to join our Financial Planning Support team. Cornmarket's Financial Planning Advisors are responsible for making appointments with existing and new clients using a combination of inbound and outbound calls. These appointments are made on behalf of our of financial consultants in the Financial Wellbeing Division. The role holder will be effectively managing the diaries of our Financial Consultants to ensure that all appointments can go ahead as scheduled in line with our clients' expectations. The Financial Planning Advisors will also provide financial advice to clients specifically interested in protection policies and will assist clients in applying for group cover. Accountabilities of the Role Making and taking calls to/from members of the public sector unions to arrange appointments with the company's Financial Consultants Booking in quality appointments with a high probability of completing an FHC and potential sale(s) Providing advice and selling group protection policies to our clients Meeting weekly/monthly targets - as it is a target driven role. Targets are built around call volume, appointment scheduling and product sales (alongside these targets comes an excellent monthly bonus structure) Maintain up to date records for our clients on Salesforce - including activity on leads and opportunities Dealing with clients in a professional and timely manner Lead generation through promotion of other Cornmarket products / services Performing tasks in a compliant manner to set procedures and prescribed scripts Completing various administration duties, such as data entry/logging and scanning Participate in team meetings, look for and suggest ways in which existing processes could improve Comply with quality control and regulatory requirements that are relevant to this role Maintain commercial awareness relevant to this role Skills & Knowledge Required Full or partial QFA desired but not required, willingness to work towards same as part of the MCC requirement essential Previous experience in dealing with customers over the phone Ability to upsell products A keen eye for detail and quality Excellent proven customer service skills Excellent verbal communication skills Proven track record in meeting and exceeding targets Strong customer focus and an ability to deal with the unexpected Strong IT Skills with good working knowledge of the MS office suite Knowledge of risk control & regulatory environment Commercial awareness What We Can Offer You? Flexible working from home options as part of our Cornmarket Flex ways of working Significant investments in your professional development (e.g. insurance qualifications, professional qualifications relevant to your role) Annual leave (increases based on service) Flexi leave (option to take additional annual leave) Attractive & flexible pension contribution rates Health insurance or wellness subsidy Fully paid family leave types (maternity/paternity/surrogacy) Performance based bonus/commission Income protection Life cover Discounts on financial products Comprehensive health & wellbeing programme Employee Assistance Programme Active Sports & Social Club Behavioural Competencies Required Drive for results and target driven Approachable and a can-do attitude Excellent communication skills Team player Controlled Function This role is a 'controlled function' as defined by the Central Bank Reform Act 2010 Regulations 2011. Any appointment will be conditional on the company being satisfied that the appointee meets the requirements as set out in the Fitness and Probity standards issued by the Central Bank. This requires the company to complete prescribed due diligence to assess the appointee's fitness and probity. Equal Opportunities & Data Privacy Notice Cornmarket is committed to building an inclusive workplace environment, We're proud to be an equal opportunity employer, striving to create a welcoming environment. All qualified applicants will be considered for employment without regard to age, disability, ethnic background, family status, gender identify or expression, marital status, membership of the Traveller Community, national origin, race, religion, sexual orientation. We are also committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process. 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 Continue to Application or Login/Register to apply button below.
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Financial Planning Manager
Dublin, Leinster
The Panel Group
Posted today
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Financial Planning Manager Our client, a leading global wealth manager, is currently seeking aFinancial 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: wealth management Pensions Investments financial advice Business Development qfa Benefits: Group Life Assurance Laptop Medical Aid / Health Care Mobile Phone Paid Holidays Pension Fund Performance Bonus
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8
Financial Planning Analyst
Dublin, Leinster
Gilligan Black Recruitment
Posted today
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FP&A Controller North Dublin €60k, plus excellent benefits Are you a finance professional looking to move beyond traditional reporting and into a role where your insight directly shapes strategic decision-making? We are currently looking for a Financial Analyst with strong analytical acumen and a proactive mindset. This is not your typical finance role! We are looking for someone who is ready to step into the shoes of a business advisor, not just a reporter of numbers. The Role: As part of a dynamic finance team, you will work alongside the Finance Business Partner to drive business performance and offer consultative financial guidance across departments. Your primary focus will be to improve the business through value-added reporting, analytics, and strategic insight. Key Responsibilities: Go beyond reporting: act as a business partner and financial consultant to stakeholders across the business Lead and deliver value-adding financial analysis focused on performance trends, forecasting, and commercial opportunity evaluation. Take ownership of month-end closing, including preparation of the P&L and Balance Sheet. Prepare and calculate provisions and accruals, ensuring completeness and accuracy. Manage the calculation of variable compensation, liaising closely with regional Payroll and Payments teams. Support internal and external audits, ensuring full transparency and compliance. Requirements: Degree in Finance, Business, or Economics. ACCA qualification advantageous but not essential. 34 years in a financial or audit-related role. Advanced Excel user. Strong understanding of financial processes including P&L, accruals/deferrals. Critical thinker with analytical problem-solving skills. Please apply today for immediate consideration! Skills: ACCA Financial Analysis Financial Planning
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