20 Wealth Management jobs in Ireland

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

My client a rapidly growing Financial Services business with it's main office in Dublin but other offices in locations nationwide, seek to recruit an experienced and motivated Qualified Financial Adviser to join its Financial Planning / Finance Services team. There is a highly competitive salary on offer, as well as excellent career progression, as a result of current and future business growth. Key Responsibilities: Managing relationships with both new and existing clients. Provide solutions and advice catering to individual client needs. Have a holistic approach to the clients needs and provide solutions that support their financial objectives Provide expert advice on a number of key areas which will enhance the clients financial wellbeing Service our existing clients through annual reviews and ongoing communications Skills And Experience: QFA is essential Certified Financial Planner (CFP) would be beneficial. Excellent knowledge of financial services along with the ability to create a financial plan based around the clients goals and ambitions Strong communicator with the ability to interact with clients in a professional manner Ability to work as part of a team and independently Results-oriented Strong analytical skills and attention to detail. Superb communication and interpersonal skills. Hold a full clean driving licence. Skills: Financial Advisor Financial Planning pensions Investments Benefits: Work From Home

Financial Planning Consultant, CFP About the Role: A leading firm is expanding its Wealth and Employee Benefits division, creating an exciting opportunity for a Financial Planning Consultant to join their growing team. They are known for their independent approach, placing client needs at the centre of their decision-making, with a collaborative and client-focused culture, they provide the perfect environment for ambitious professionals looking to make a real impact in financial planning. In this role, you will provide specialist financial advice to individuals, focusing on retirement planning, investments, and financial wellbeing. Key Responsibilities: Deliver expert financial planning advice to individual clients, including pensions, investments, and wealth management. Build and manage a strong portfolio of individual clients. Support the delivery of member services for corporate clients. Work towards and exceed commercial and financial targets. Contribute to the development and mentorship of junior team members. You will have: CFP (Certified Financial Planner) qualified or working towards. Minimum 3 years in individual financial planning. A deep understanding of financial, pension, and investment products. Exceptional relationship management skills, with the ability to build long-term client trust. A client-first mindset, focused on delivering outstanding financial solutions. A strong team ethos, with a willingness to support and mentor junior colleagues. For more information on this role please feel free to call contact Honor - all applications are in the strictest of confidence. Skills: CFP Pensions Wealth Investments Planning Management Benefits: Pension 10% Health Car Allowance

We're hiring for a Head of Wealth and Financial Planning to support our growing wealth & financial planning team!

This role is critical in providing high-quality financial advice while managing and supporting a team of Private Client Consultants, with plans to grow and develop the team further. The focus will be managing a portfolio of clients with immediate needs, helping to guide and support the team as they grow into future financial planning and wealth advisory roles.

We're looking for someone with

• 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).
• Expertise in personal taxation, including Capital Gains Tax (CGT) reliefs and wealth structuring strategies.
• A minimum of a bachelor's 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.
• Expertise in personal taxation, including Capital Gains Tax (CGT) reliefs, termination payments, and wealth structuring strategies.

Using these skills, you'll be

• 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.
• Identify training opportunities to keep the team updated on industry trends and regulatory changes.
• Foster a collaborative and accountable team culture focused on excellence.
• 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).
• Stay updated on market trends, investment opportunities, and legislative changes to provide clients with forward-thinking financial strategies.

Who is NFP?

With over 600 people in the UK and Ireland and over 8,000 employees worldwide, NFP is part of the Aon group and specialises in helping businesses in four core areas:

• Insurance (helping them manage key risks)
• Health and safety (supporting them to create a safer workplace for their employees)
• Employee benefits (helping them reward their people more effectively)
• HR, people and talent (supporting employers and their people to thrive through changes and challenges)

What you'll love about working here

• working in a dynamic, fast-paced organisation in an exciting industry
• the opportunity to do globally impactful work from day one
• learning from industry and business line specialists with decades of experience
• a huge variety of projects to work on and challenges to solve
• our People First culture, which illustrates our commitment to your wellbeing and development, not just as an employee but as a human being
• a rich suite of employee benefits and out-of-work perks

The great benefits we offer:

• Finances
  It's important to know you're paid fairly for the hard work you put in, which is why we complete regular reviews to keep your salary in line as you progress. Plus, we offer initiatives to support and give you financial peace of mind. • Matched employer pension contributions • Life Assurance and Group Income Protection • Lifestyle discounts for well-known brands
• Work-life balance
  We appreciate the importance of your life outside of work and the benefits of an effective work-life balance. That's why our policies and culture respect your ability to be flexible, helping you be your best self both in and out of the office. • Opportunity for hybrid working • Generous annual leave allowance
• Health and wellbeing
  We firmly believe in supporting the whole person, not just the employee. At NFP, you have access to a number of initiatives and resources designed to support your physical and mental health and wellbeing. • Comprehensive Private healthcare • Healthcare cash plan • Additional days off throughout the year to focus on your wellbeing
• Charity and community work
  At NFP, your sense of purpose will stretch far beyond your job role. With numerous opportunities to support charities and local initiatives close to our heart, you'll be able to join us in making a real difference. • Numerous charity fundraising challenges and events throughout the year • Opportunities to volunteer and give back to the community • Award-winning apprenticeship program, helping local schoolchildren take their first steps into the world of work
• Social
  It's not all hard work; we also love to let our hair down. By providing plenty of opportunities to socialise with your colleagues throughout the year, we help ensure our people get on personally as well as professionally. • Two large employee events every year for summer and Christmas • Enjoy out-of-work events and socials to get to know your team better • Good office locations with plenty of opportunity to socialise outside of work
• Inclusion and belonging
  We're proud holders of Insurance Business Magazine's 5-Star Inclusion and Belonging Employer award. Through our dedicated Inclusion and Belonging committee, we hold educational events that foster a culture of curiosity, not judgement. • A dedicated Inclusion and Belonging Committee, supported by our Global Advisory Board • Inclusive policies and procedures to ensure all of our people are treated fairly • Access to Business Resource Groups that can support with multiple of key challenges

NFP and You Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

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

Financial Planning & Analysis (FP&A) Manager - Galway Hybrid We are seeking a skilled and strategic **Financial Planning & Analysis (FP&A) Manager** to lead our global financial planning and analysis functions. This is a high-impact role where you will drive financial insights, optimize performance, and support executive-level decision-making. Key Responsibilities: Lead financial planning, budgeting, and forecasting processes to align with strategic business goals. Deliver accurate monthly, quarterly, and annual financial reports including KPI and variance analysis. Develop and maintain comprehensive forecast and budget models using best-practice techniques. Analyze cost structures and revenue streams to identify efficiency and growth opportunities. Implement advanced financial modelling, scenario analysis, and performance tracking systems. Partner with Sales, Marketing, and Operations to ensure alignment of financial and strategic objectives. Drive process improvements across FP&A to enhance accuracy and streamline operations. Support chart of accounts structure and ensure data mapping accuracy. Mentor and develop a high-performing FP&A team. Collaborate closely with the Financial Controller and senior leadership. Skills & Qualifications: Qualified Accountant (ACCA, CIMA, ACA) with 5+ years of post-qualification experience. Advanced expertise in financial modelling and business case evaluation (P&L, Balance Sheet, Cash Flow). Proactive problem-solving mindset with strong analytical capabilities. Experience working in dynamic, fast-paced environments. Strong written and verbal communication skills. Proven leadership in motivating teams and delivering projects on time. Skilled in financial planning tools (e.g., Oracle, Anaplan, Adaptive Insights). Comfortable working cross-functionally and presenting to senior stakeholders. Knowledge of US GAAP and IFRS standards. This opportunity is ideal for a financial leader ready to make a tangible impact within a growing organization. If you are passionate about finance, strategic thinking, and business improvement we want to hear from you. Skills: Financial Analysis Financial Planning finance manager financial controller financial accountant management accountant

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Front Office Solutions provides a holistic digital+ service offering for some of the most sophisticated institutional investors across the globe, including foundations, endowments, pension funds, corporations, insurance companies, and sovereign wealth funds. As asset owners engage in more complex, data-driven investment approaches to asset allocation, their operational needs and demands for high quality data have skyrocketed. Front Office Solutions provides a holistic, full-service, multi-asset solution that aims to empower in-house investment teams and support their important mission by providing a more comprehensive set of operational services and analytics including portfolio management, investment decision support, operational risk management, CRM/document management and workflow tools Job Description Under general supervision, the Analyst will be responsible for investment data management that will provide clients with the holistic data sets they need to fulfil their various stakeholder requirements. The Analyst will assist in researching solutions for data challenges for institutional clients. The key responsibilities of the role include: Acts as point of initial entry for all investment data. Includes entry of (but not limited to): Investment transactions (typically statement-based for alternative assets; file-based for public markets) Investment valuations (typically statement-based for alternative assets; file-based for public markets) Manager valuation estimates Plan income / expense items Plan contributions / spending withdrawals Underlying holdings manager exposure data Benchmark data Responsible for preparing investment reconciliations. Includes reconciliation of cash, positions, performance, transactions, alternative investment metrics (unfunded commitment, etc.). Responsible for initial review of NAV, allocation and underlying client performance for alternative investments. Participates in on-going process improvements based on specialised skills, knowledge, and experience. Required Knowledge & Skills: Basic knowledge of the investment industry, including markets and instruments. Basic investment concepts knowledge: IRR, time-weighted return, NAVs, accruals, etc. Basic alternative asset class knowledge: hedge funds, private equity, non-marketable securities, marketable securities, etc. Ability to prioritize, multi-task, and perform effectively under deadlines. Commitment to project success as it may require working unconventional hours during critical project phase. The successful candidate will benefit from having: Functional /industry knowledge of and experience with complex asset allocators such as endowments, foundations, family offices, institutional asset managers, pension funds or sovereign wealth funds. Technical skills / systems knowledge (investment administration & portfolio analytics platforms). Orientation to operational process improvement. Client servicing experience Ability to work closely and collaborate with internal stakeholders. Qualifications College or University degree, preferably in Finance, Accounting, Mathematics, Economics or a related field Interest in pursuing: CFA, CAIA, CIPM Genuine desire and capability to work in a fast-paced, professional, inclusive environment which requires teamwork, well-honed problem-solving skills, frequent re-prioritization, deadline management, ongoing and comprehensive communication, constant attention to detail, and a commitment to continuous improvement and best practices. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at . We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Deloitte is the biggest professional services Firm in the world making an impact is more than just what we do: it's why we're here. We're driven to create positive progress for our clients, community, people, and the planet. This sense of purpose inspires us to work to the highest standards, to tackle the challenges that matter. Audit & Assurance is one of our biggest service lines and the driving engine of Deloitte Ireland. We provide services that go beyond expectations to deliver insight and confidence for our leading international and local clients. Our Audit and Assurance teams are a key part of the financial reporting ecosystem. Deloitte is constantly evolving its audit and assurance processes providing value and insights. We leverage cutting-edge technology in combination with our global network of professionals applying diverse skills and experiences to make an impact that matters to our clients. Service Line: DDC Our Deloitte Delivery Centre (DDC) in Cork plays a vital role in our Irish Audit & Assurance business. The centre offers a range of centralised support services to Deloitte's auditors and is set to grow considerably in the next few years. About the role: The IM CoE will support engagement teams with the completion of both audit administration and analytical work. Support provided by the IM CoE aims to reduce the burden placed on practitioners throughout the course of a typical audit life cycle. The IM CoE supports more efficient working practices, whilst ensuring quality standards are maintained and improved. The core objective of this work is to ensure that our services are delivered in the most appropriate way, by the correct people in the suitable location and that we take advantage of modern techniques for communication and flexible/remote team working. Our IM CoE will support our objective to differentiate ourselves from our competitors and ensure that Deloitte continues to deliver a high quality, distinctive client experience. Team members will have the opportunity to become specialists in the services offered by the IM CoE, develop best practices and play a key role in helping deliver a high quality service to our clients. Our established training programmes will provide you with an opportunity to develop both your technical and soft skills. The primary responsibilities of IM Administrators are detailed below, although this is not an exhaustive list and we expect some evolution of responsibilities as the IM CoE becomes fully embedded within the Audit service line and demand for the centre grows. Responsibilities include: Supporting teams and managers in both an ongoing, project support capacity and on an ad hoc basis as required. Preparation of Custody reconciliation using external administrator reports Preparation of Valuation reconciliation use of Bloomberg, other pricing service providers Using internal systems to Analyse NAV valuations Assisting audit specific administrative tasks. Liaising with Fund Administrators to ensure timely completion of audit processes About you: To qualify for the role you must have: Entry level experience in an Investment Management role. Knowledge of Irish Funds Industry Experience in use of valuation service providers Experience in NAV Calculation If you believe that you meet most of the criteria above, we advise you to apply. Deloitte is an equal opportunities employer and will ensure any reasonable accommodations are implemented as part of the recruitment and selection process. What we offer Your reward at Deloitte is competitive, supports our purpose and enables our people to never stop growing. Your reward at Deloitte is not just your salary, we believe in investing in our people's personal and professional development and empowering their work-life balance. Our ambition is to achieve gender equality and enable continuous growth. We offer supports and benefits that suit you, wherever you are in life, including health and well-being, pension, savings, training, coaching and enhanced leave options among others. Keep on being you. Bring your full, absolute self to work, every day. Explore, question and collaborate. Stretch your thinking, while building a career that inspires and energises you. And, whatever motivates you, keep growing both professionally and personally - because when you make an impact that matters, we do too. 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.

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.