Financial Planning
4 weeks ago
Allianz plc
We are proud to be one of the most trusted insurance and asset management companies, with a workforce as diverse as the world itself. As the trusted insurance partner to over 700,000 customers across Ireland, we have built a brand based on trust, integrity and outstanding customer service for over 100 years.
We strive to deliver fantastic customer experiences through innovative thinking, state of the art technology, excellent training, outstanding customer service, real dedication and team work. As an employer, we truly care for our employees and their individual needs and aspirations. With this in mind we have tailored our work approach to ensure you the flexibility and support needed to excel in your new role.
While the role is officially based in Elm Park, Dublin 4 the team currently uphold a highly flexible hybrid way of working.
The Opportunity
We are now recruiting for an FP&A Analyst to join our finance team at Allianz Ireland. This position reports to the FP&A Manager and includes responsibilities such as providing market insights, overseeing the planning and forecasting processes, and conducting ad hoc analyses to aid in business decision-making.
We are looking for a highly motivated and detail orientated candidate with 2-3 years of experience in an FP&A team in a business, preferably in the insurance industry.
The successful candidate will work closely with all functions within Allianz Ireland and the wider Group Finance function to ensure accurate and timely financial information and insights. Additionally, the role will support the advancement of the Allianz Ireland data strategy through automation and self-serve analytics.
Key Responsibilities
- Conduct market research and analysis to provide insights on market trends, competitor performance, and industry benchmarks. Present findings and recommendations to senior management to support strategic decision-making.
- Manage the annual budgeting and quarterly forecasting processes, ensuring alignment with business objectives.
- Develop and maintain financial models to support long-term planning and scenario analysis.
- Collaborate with various business functions to gather input and ensure accurate and realistic forecasts.
- Provide ad hoc financial analysis and reporting to support business initiatives and decision-making.
- Analyze financial performance against budget, forecast, and prior periods to identify trends and variances.
- Liaise with all functions within Allianz Ireland to understand their financial needs and provide support as required.
- Work closely with the wider Group Finance function to ensure consistency and accuracy of financial information across the organization.
- Support the advancement of the Allianz Ireland data strategy through automation and self-serve analytics.
- Promote and facilitate the use of self-serve analytics tools across the organization.
Experience and Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Professional financial qualification (ACA, ACCA, CIMA, CFA) is preferred.
- 2-3 years of experience in an FP&A team in a business, preferably in the insurance industry.
- Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.
- Proficiency in financial modelling and advanced Excel skills.
- Experience with financial planning software and ERP systems is a plus.
- Experience with Power BI or other data visualization tools is a bonus.
- Excellent communication and presentation skills, with the ability to convey financial information to non-financial stakeholders.
- Strong organizational skills and the ability to manage multiple priorities effectively.
#J-18808-Ljbffr
-
Financial Planning Expert
2 days ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeAbout Us:At Prosperous Financial Planning, we're passionate about helping individuals achieve their financial goals. With a strong focus on client-centric service, we deliver personalized advice and solutions that make a real difference in people's lives.Your Role:We're looking for a seasoned Financial Planning Expert to join our team. As a trusted advisor,...
-
Financial Planning Lead
2 days ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeSalary and BenefitsCompetitive remuneration packageHybrid working model (4 days from home / 1 day in office)25 days annual leaveEmployer pension contributions up to 10%Income Protection / Death In Service
-
Senior Financial Planner
2 weeks ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial Planner Reporting to: Premier Manager Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly proactive Senior Certified Financial Planner (CFP) to join our team at Prosperous Financial. We have a client centric approach which involves you guiding the client along the path of their financial...
-
Senior Financial Planner
2 weeks ago
Dublin, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial Planner Reporting to: Premier Manager Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly proactive Senior Certified Financial Planner (CFP) to join our team at Prosperous Financial. We have a client centric approach which involves you guiding the client along the path of their financial...
-
Senior Financial Planner
2 days ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial Planner Reporting to: Premier Manager Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly proactive Senior Certified Financial Planner (CFP) to join our team at Prosperous Financial.We have a client centric approach which involves you guiding the client along the path of their financial...
-
Senior Financial Planner
2 weeks ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial PlannerReporting to: Premier & Choice ManagerDepartment: PlanningProsperous Financial has an exciting opportunity for an ambitious, highly proactive Senior Certified Financial Planner (CFP) to join our team at Prosperous Financial.We have a client centric approach which involves you guiding the client along the path of their...
-
Financial Services Manager
3 weeks ago
Dublin, Ireland Prosperous Financial Planning Full timeJob Title: Financial Services Sales Manager Reporting to: Head Of Financial Planning Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly motivated Financial Services Sales Manager, to lead our Choice service offering. The Sales Manager plays a crucial role in the organisation and will lead a team of 5 Financial...
-
Financial Services Manager
3 weeks ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob Title: Financial Services Sales Manager Reporting to: Head Of Financial Planning Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly motivated Financial Services Sales Manager, to lead our Choice service offering. The Sales Manager plays a crucial role in the organisation and will lead a team of 5 Financial...
-
Senior Financial Planner
7 days ago
County Dublin, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial Planner Reporting to: Premier Manager Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly proactive Senior Certified Financial Planner (CFP) to join our team at Prosperous Financial.We have a client centric approach which involves you guiding the client along the path of their financial...
-
Financial Services Director
3 days ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeCompany OverviewWe are Prosperous Financial Planning, a leading financial services provider with a commitment to excellence in client centric service. We are seeking an ambitious and highly motivated Financial Services Sales Manager to lead our Choice service offering.
-
Prosperous Financial Advisor
2 days ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJoin Our Team:We're seeking an experienced Chief Wealth Strategist to lead our financial planning team. As a senior advisor, you'll be responsible for developing and implementing comprehensive wealth strategies that meet the evolving needs of our clients. Your expertise will help us deliver exceptional service and results-driven outcomes.Key...
-
Holistic Financial Solutions Expert
2 days ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeRequired Skills and Qualifications:Certified Financial Planner (CFP) or currently obtaining the qualificationExcellent knowledge of financial services and ability to create financial plansStrong communication skills with professional interactionAbility to work as part of a team and cross functionally
-
Senior Financial Advisor
2 weeks ago
Dublin, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial Advisor Reporting to: Premier & Choice Manager Department: Planning We have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial. As a Choice Advisor you are responsible for both new and existing Prosperous Financial clients. You will...
-
Senior Financial Advisor
2 days ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial Advisor Reporting to: Premier & Choice Manager Department: Planning We have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial. As a Choice Advisor you are responsible for both new and existing Prosperous Financial clients. You will...
-
Senior Financial Advisor
6 hours ago
County Dublin, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial Advisor Reporting to: Premier & Choice Manager Department: Planning We have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial.As a Choice Advisor you are responsible for both new and existing Prosperous Financial clients.You will ensure...
-
Senior Financial Advisor
2 weeks ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial AdvisorReporting to: Premier & Choice ManagerDepartment: PlanningWe have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial.As a Choice Advisor you are responsible for both new and existing Prosperous Financial clients. You will ensure...
-
Financial Planning Expert
16 hours ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeJoin our esteemed team at Prosperous Financial and become a key player in shaping the future of financial services.We require a seasoned Senior Financial Planner who can provide expert guidance to clients and contribute to the success of our organization.Main accountabilities and responsibilities:Design and implement bespoke financial solutions tailored to...
-
Strategic Financial Consultant
3 hours ago
County Dublin, Ireland Prosperous Financial Planning Full timeCompany OverviewProsperous Financial Planning is a leading provider of expert financial advice, dedicated to helping individuals achieve their long-term goals. Our team of experienced professionals is committed to delivering personalized solutions that meet the unique needs of each client.Salary and BenefitsWe offer an attractive remuneration package,...
-
Senior Financial Sales Leader
2 days ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeSales Management Lead and motivate the team to meet and exceed sales targets on a daily, weekly and monthly basis. Monitor sales performance and provide regular reports to the Head of Financial Planning. Develop and implement sales strategies to achieve company goals.
-
Prosperous Financial Strategist
2 days ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob DescriptionKey Responsibilities:Manage client relationships and journeys for new and existing clientsOnboard new clients and maintain strong relationships throughout their journeyProvide expert advice on key areas to enhance client financial wellbeingService existing clients through annual reviews and ongoing communications