28 Wealth Management jobs in Ireland
Financial Planning Analyst
Cork, Munster
Cpl Resources
Posted 10 days ago
Job Viewed
Job Description
Financial Planning Analyst Key Responsibilities: Planning Prepare financial budgets, forecasts, and business plans to financial statement level. Create templates to capture projected operating expenditure. Collect and analyse operating costs for corporate budgets. Develop depreciation forecasts for budget and corporate plans. Assist in producing budgeting, planning, and forecasting presentations. Work with Finance teams to align forecasts with month-end results and explain variances. Support submissions to the Economic Regulator with the Business Partnering Team. Business Partnering Gather and analyse financial information for timely reporting. Build strong working relationships with Business Unit Managers and Finance. Coordinate and deliver annual budgets and quarterly forecasts for asset-related functions. Ensure financial issues related to OPEX/CAPEX are understood and addressed. Confirm cost capitalisation aligns with IFRS and assets are correctly commissioned. Skills & Experience: Relevant degree plus 23 years experience. Accounting qualification (ACA, ACMA, ACCA) or equivalent. Experience in financial planning, budgeting, forecasting, and variance analysis preferred. Advanced Excel skills; modelling/data analytics experience a plus. Strong analytical and problem-solving abilities. Ability to work independently and collaboratively. Proven relationship-building skills. Continuous improvement mindset with high performance standards. APPLY NOW! #CplCorkFin #LI-MB3 Skills: "finance analyst" "finance" "planning analyst"
This advertiser has chosen not to accept applicants from your region.
0
Financial Planning Analyst
Dublin, Leinster
Gilligan Black Recruitment
Posted 16 days ago
Job Viewed
Job Description
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
This advertiser has chosen not to accept applicants from your region.
1
Financial planning analyst
Cork, Munster
Cpl Resources
Posted today
Job Viewed
Job Description
Financial Planning Analyst Key Responsibilities: Planning Prepare financial budgets, forecasts, and business plans to financial statement level. Create templates to capture projected operating expenditure. Collect and analyse operating costs for corporate budgets. Develop depreciation forecasts for budget and corporate plans. Assist in producing budgeting, planning, and forecasting presentations. Work with Finance teams to align forecasts with month-end results and explain variances. Support submissions to the Economic Regulator with the Business Partnering Team. Business Partnering Gather and analyse financial information for timely reporting. Build strong working relationships with Business Unit Managers and Finance. Coordinate and deliver annual budgets and quarterly forecasts for asset-related functions. Ensure financial issues related to OPEX/CAPEX are understood and addressed. Confirm cost capitalisation aligns with IFRS and assets are correctly commissioned. Skills & Experience: Relevant degree plus 23 years experience. Accounting qualification (ACA, ACMA, ACCA) or equivalent. Experience in financial planning, budgeting, forecasting, and variance analysis preferred. Advanced Excel skills; modelling/data analytics experience a plus. Strong analytical and problem-solving abilities. Ability to work independently and collaboratively. Proven relationship-building skills. Continuous improvement mindset with high performance standards. APPLY NOW! #Cpl Cork Fin #LI-MB3 Skills: "finance analyst" "finance" "planning analyst"
This advertiser has chosen not to accept applicants from your region.
2
Financial planning analyst
Dublin, Leinster
Gilligan Black Recruitment
Posted today
Job Viewed
Job Description
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
This advertiser has chosen not to accept applicants from your region.
3
Financial Planning Team Manager
Dublin, Leinster
360 Search
Posted 5 days ago
Job Viewed
Job Description
360 Search are delighted to be working alongside one of Ireland's leading Financial Advisory and Employee Benefits Advisory Firms in hiring for a newly created position within their Private Clients Division. This position has been created due to current company needs and continued growth plans of the firm. The successful individual will assist in leading and expanding the Private Client Team. You will be responsible for providing high-quality financial advice to Clients whist managing and supporting an experienced team of Private Client Consultants. The Role: 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) 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 The Requirements: First and foremost, proven success in a Financial Planning Consultant position, providing high quality and technical advice to Clients. Proven leadership experience in financial advisory or wealth management, with a focus on motivating and developing teams. Proven ability to balance leadership responsibilities with personal client engagement to drive both team and business growth. Excellent interpersonal, communication, and relationship management skills. Certified Financial Planner (CFP) Proficiency in financial planning software, particularly Voyant. Tax qualification is desirable. Full drivers license. The Benefits: Competitive salary Strong earning potential through uncapped commission structure Extensive Benefits package including; Company Pensions, Life & IP, Health Insurance Educational support Hybrid working People First culture Much more!
This advertiser has chosen not to accept applicants from your region.
4
Financial Planning & Analysis Manager
Limerick, Munster
Morgan McKinley
Posted 9 days ago
Job Viewed
Job Description
Our client, based in Limerick, is seeking an FP&A Manager to join their finance team on a permanent basis. This is a key role focused on delivering high-quality financial analysis, insightful reporting, and strategic decision support to drive growth and performance. In this position, you will provide strategic financial insights, advanced analysis, and robust planning to guide executive decision-making and operational excellence. By producing accurate forecasts, scenario modelling, and impactful reporting, you will play a critical role in shaping the organisation's growth trajectory. Competitive salary and benefits package with a flexible working arrangement - on-site presence is expected only when business requirements make it necessary. Key Responsibilities: Deliver insightful KPI, market, competitor, and financial analyses to enhance operational and strategic decision-making. Conduct detailed scenario modelling and sensitivity analyses, highlighting potential risks and opportunities. Prepare and present impactful financial reports and presentations for senior leadership, boards, lenders, and investors. Partner with senior management and cross-functional teams, providing clear insights to influence decisions. Manage and enhance financial models and analytical processes, ensuring accuracy and scalability. Support annual budgeting, cash flow forecasting, profitability analysis, and long-term strategic planning. Provide ad-hoc analyses to support investment opportunities, risk assessments, and strategic projects. Drive continuous improvement across FP&A processes, enhancing efficiency and effectiveness. Key Requirements: Qualified Accountant (ACCA, ACA), CFA, or equivalent. Minimum of 3 years' post-qualified experience in a dynamic finance environment. Previous experience within the energy, utilities, renewables or technology sectors is advantageous. Strong background in financial analysis, reporting, forecasting, and scenario modelling. Excellent stakeholder management and communication skills. Highly analytical, detail-focused, and commercially aware, with strong problem-solving ability. Advanced Excel and PowerPoint skills, with proven financial modelling expertise. Skills: Budgeting Forecasting Variance Analysis
This advertiser has chosen not to accept applicants from your region.
5
Financial Planning/Cost Accountant
Dundalk, Leinster
Cpl Resources
Posted 15 days ago
Job Viewed
Job Description
Our client is currently looking to hire a Financial Planning/Cost Analyst to join their team. Title: Financial Planning Analyst - Cost Accountant Location: Drogheda, Co Louth Description: This role will partner with key stakeholders in the business to drive continuous improvement and cost saving initiatives. The successful applicant will be responsible for all costings and product analysis onsite. Full ownership of product costs to monthly gross margin analysis of existing products. Key responsibilities: Business Partnering Work closely with Managing Director, Finance Director and business leadership to provide operations support on a day-to-day basis. Drive decision making through robust financial analysis on capital investment, cost saving and innovation initiatives. Operational Performance Reporting Work closely with Managing Director and Factory Manager to identify continuous improvements and cost saving initiatives. Communicate performance across all tiers, from shareholders to factory management. This includes updating and presenting non-financial KPIs; Drive and Improve KPI reporting to provide better Analysis to Management and to drive improvements in Factory Operations Analysis and reporting of plant manufacturing performance and efficiency. Develop and implement a detailed Line and Product Efficiency Model Ownership of Product Costings and Gross Margin Analysis Drive absolute clarity on Bill of Materials by SKU Manage gross margin analysis by SKU Work with the Financial Director and Commercial Director to develop and manage a robust new product launch costings tool. Provide weekly and Monthly GM Reports and suggestions for improvements to GM Reconcile GM between P&L and Commercial Ad Hoc Work Provide support to management for project work or costing saving initiatives Evaluate CAPEX proposals and make recommendations to Finance Director and Managing Director. Duties include: Maintaining Weekly Price files Product Costing Reporting and GM Analysis by SKU Process Costing Promotional Costing CAPEX Project Costing Labour Analysis, KPI, Efficiencies etc. Overhead Analysis. Systems and Reports Review Determining Best Practice and Driving Changes Assisting the Financial Director in any other duties as required. Key Requirements Essential 3+ Years Relevant experience as a Financial Planning and Accounting or Manufacturing Cost Accountant position within a manufacturing environment or related field. Experience of Assessing and Implementing new systems and software to drive improvements and changes Knowledge of Lean Manufacturing principles. Strong financial analysis skills, including experience with variance analysis, forecasting, and financial modelling Manufacturing Factory Experience Fluent Written and Spoken English Very Strong Excel Skills, v-look up, Pivot Tables, Advanced Charting, Simulations and Databases etc. Good Numerical Skills & Attention to Detail. Exceptional time management, problem solving, and interpersonal communication skills. Collaborative and metrics driven, with a commitment to process accuracy and results. Desirable Experience with data analysis tools (e.g., Power BI, Tableau, Qlik Sense, SQL, OLAP). Third Level Degree Qualification in Accounting & Finance Or Third Level Degree Qualification in Food Science. Experience working in an FMCG or food environment would be an advantage. Experience with Software Implementation and automation of reports. The Successful Candidate will demonstrate a can-do attitude and be pro-active in relation to identifying areas of cost in products and processes. The role will involve a split of time between desk work and floor work. Up to 40% of time will be spent on the factory floor, capturing data, liaising with production team and our process technologist to correctly identify and report on cost centres. The remaining time will be spent calculating, reporting, analysing, and disseminating information on costings for products and processes. For more information, please contact #LI-RW2 Skills: "Cost Accounting" "budget analysis" "Management accounts"
This advertiser has chosen not to accept applicants from your region.
Be The First To Know
About the latest Wealth management Jobs in Ireland !
6
Financial Planning Consultant - CFP
Dublin, Leinster
Abrivia
Posted 16 days ago
Job Viewed
Job Description
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
This advertiser has chosen not to accept applicants from your region.
7
Financial planning consultant - cfp
Dublin, Leinster
Abrivia
Posted today
Job Viewed
Job Description
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
This advertiser has chosen not to accept applicants from your region.
8
Financial planning/cost accountant
Dundalk, Leinster
Cpl Resources
Posted today
Job Viewed
Job Description
Our client is currently looking to hire a Financial Planning/Cost Analyst to join their team. Title: Financial Planning Analyst - Cost Accountant Location: Drogheda, Co Louth Description: This role will partner with key stakeholders in the business to drive continuous improvement and cost saving initiatives. The successful applicant will be responsible for all costings and product analysis onsite. Full ownership of product costs to monthly gross margin analysis of existing products. Key responsibilities: Business Partnering Work closely with Managing Director, Finance Director and business leadership to provide operations support on a day-to-day basis. Drive decision making through robust financial analysis on capital investment, cost saving and innovation initiatives. Operational Performance Reporting Work closely with Managing Director and Factory Manager to identify continuous improvements and cost saving initiatives. Communicate performance across all tiers, from shareholders to factory management. This includes updating and presenting non-financial KPIs; Drive and Improve KPI reporting to provide better Analysis to Management and to drive improvements in Factory Operations Analysis and reporting of plant manufacturing performance and efficiency. Develop and implement a detailed Line and Product Efficiency Model Ownership of Product Costings and Gross Margin Analysis Drive absolute clarity on Bill of Materials by SKU Manage gross margin analysis by SKU Work with the Financial Director and Commercial Director to develop and manage a robust new product launch costings tool. Provide weekly and Monthly GM Reports and suggestions for improvements to GM Reconcile GM between P&L and Commercial Ad Hoc Work Provide support to management for project work or costing saving initiatives Evaluate CAPEX proposals and make recommendations to Finance Director and Managing Director. Duties include: Maintaining Weekly Price files Product Costing Reporting and GM Analysis by SKU Process Costing Promotional Costing CAPEX Project Costing Labour Analysis, KPI, Efficiencies etc. Overhead Analysis. Systems and Reports Review Determining Best Practice and Driving Changes Assisting the Financial Director in any other duties as required. Key Requirements Essential 3+ Years Relevant experience as a Financial Planning and Accounting or Manufacturing Cost Accountant position within a manufacturing environment or related field. Experience of Assessing and Implementing new systems and software to drive improvements and changes Knowledge of Lean Manufacturing principles. Strong financial analysis skills, including experience with variance analysis, forecasting, and financial modelling Manufacturing Factory Experience Fluent Written and Spoken English Very Strong Excel Skills, v-look up, Pivot Tables, Advanced Charting, Simulations and Databases etc. Good Numerical Skills & Attention to Detail. Exceptional time management, problem solving, and interpersonal communication skills. Collaborative and metrics driven, with a commitment to process accuracy and results. Desirable Experience with data analysis tools (e.g., Power BI, Tableau, Qlik Sense, SQL, OLAP). Third Level Degree Qualification in Accounting & Finance Or Third Level Degree Qualification in Food Science. Experience working in an FMCG or food environment would be an advantage. Experience with Software Implementation and automation of reports. The Successful Candidate will demonstrate a can-do attitude and be pro-active in relation to identifying areas of cost in products and processes. The role will involve a split of time between desk work and floor work. Up to 40% of time will be spent on the factory floor, capturing data, liaising with production team and our process technologist to correctly identify and report on cost centres. The remaining time will be spent calculating, reporting, analysing, and disseminating information on costings for products and processes. For more information, please contact #LI-RW2 Skills: "Cost Accounting" "budget analysis" "Management accounts"
This advertiser has chosen not to accept applicants from your region.
9