Financial Planning Analyst

About UsAt Prosperous Financial Planning, we are committed to delivering expert financial advice and solutions to our clients. As a Qualified Financial Advisor (QFA), you will play a key role in ensuring our clients receive the highest level of service.Your Key ResponsibilitiesManage the client journey for both new and existing clients, providing tailored...

Job Description:Senior Financial PlannerReporting to: Premier & Choice ManagerDepartment: PlanningAmbitious and highly proactive Senior Certified Financial Planner (CFP) sought for exciting opportunity at Prosperous Financial. Client-centric approach involves guiding clients along path of financial journey, supporting them in achieving financial objectives.

At Marsh McLennan, we are seeking a talented Financial Planning Analyst to join our Global Technology Finance team. This role will be based in Dublin and requires the individual to work closely with the Global Finance Business Partner for Marsh Technology.The ideal candidate will have previous FP&A experience and be able to assist with the financial planning...

Analyst Role in Financial Planning and AnalysisIn a fast-paced retail environment, we're seeking an FP&A Analyst to provide support to our finance team with financial modelling and planning used for executive decision making. The successful candidate will be skilled in performance and variance analysis, generating insight for commercial teams.This role...

Job OverviewArtemis Human Capital is delighted to be partnering with a continually expanding Manufacturing company. The FP&A Analyst will provide essential financial insights and analysis to drive performance and support strategic decision-making.Key Responsibilities:Lead the preparation of budgets, forecasts, and long-term financial plans.Analyse financial...

Oliver James Associates Ltd. have partnered with a global life insurance company to recruit for a Financial Planning Analyst to join their finance team based in Dublin City.You will be commercially minded and support the Head of Financial Planning amongst other senior stakeholders and decision makers with analysing the financial performance of the...

Job 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...

Job 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...

Job 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...

Job 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...

Job 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...

We are seeking a skilled Paraplanner to join our team at Prosperous Financial. As a key member of our financial planning process, you will assist experienced financial planners in creating tailored plans for their clients.Key Responsibilities:Supporting financial planners throughout the financial planning processIdentifying strategies to align with client...

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Key Responsibilities:Deliver comprehensive financial plans aligned with clients' goals and ambitions.Service existing clients through annual reviews and ongoing communications.Collaborate with cross-functional teams to ensure seamless delivery of services.Stay up-to-date with industry developments, maintaining expertise in financial services.

Job 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...

Job 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...

Job 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...

About the RoleWe are seeking an experienced QFA to join our Choice Team within Prosperous Financial Planning. As a Financial Services Manager, you will be responsible for managing the client journey for both new and existing clients, providing expert advice and guidance to meet their individual needs.About YouYou hold a QFA designation and possess excellent...

Our BenefitsWe offer a range of benefits to support your career development and well-being, including:A competitive remuneration package, including an attractive commission structure and hybrid working model.25 days annual leave, plus employer pension contributions up to 10% and income protection/death in service benefits.Ongoing training and development...

Job DescriptionWe are seeking a highly skilled and experienced Financial Planning Analyst to join our dynamic finance team at September Consulting Ltd. As a key member of the team, you will play a pivotal role in optimising our cost accounting processes and enhancing the efficiency of our supply chain operations.You will work closely with cross-functional...