Head of Financial Planning
1 month ago
Head of Financial Planning 360 Search are working exclusively with a dynamic and industry renowned Wealth Management and Financial Planning business based in Dublin. The company are dedicated to providing exceptional financial planning, wealth management, and employee benefit services to their clients. Job Summary The Head of Financial Planning is responsible for leading the Financial Planning team. This position involves overseeing a team of financial advisors, each responsible for meeting individual revenue and compliance targets. The role requires an experienced leader who can ensure that departmental revenue objectives are met, while maintaining high standards of compliance and client service. The Head of Financial Planning will be supported by best in class Operational Technology solutions to facilitate a frictionless client experience. They will work closely with the Financial Services Director to align team performance with the companys goals Key Responsibilities: Leadership & Team Management: Lead, motivate, train and develop a team of financial advisors. Set individual performance targets for revenue generation and compliance and monitor progress. Provide mentorship and guidance to the team to ensure professional growth and client success. Oversee recruitment for the Financial Planning team, ensuring that high-caliber candidates are hired to meet business needs. Sales Management: Drive departmental revenue performance to meet or exceed issued business targets. Develop and implement strategies to increase business opportunities and ensure revenue growth across all business lines of Pensions, Investments & Protection. Monitor and report on performance, identifying areas for improvement and implementing corrective actions. Achieve a personal revenue target through proactive client engagement and financial planning services. Compliance Oversight: Ensure the team meets compliance targets in accordance with regulatory standards. Collaborate with the compliance team to establish robust processes for managing client documentation and adhering to financial planning regulations. Regularly review and update compliance procedures to reflect changes in regulations. Client Engagement & Relationship Management: Promote client-centric approaches to financial planning, ensuring high levels of client satisfaction. Lead by example in maintaining strong relationships with key clients and identifying new business opportunities. Oversee the quality of financial planning services provided by the team, ensuring that advice given is aligned with company standards and regulatory requirements. Strategic Planning & Reporting: Develop and execute the strategic plan for the Financial Planning department, in line with the companys broader goals. Provide regular reports to the Financial Services Director on departmental performance, including revenue, compliance, and advisor productivity metrics. Work closely with other senior leaders to support business initiatives and contribute to strategic decision-making. Training & Development Identify training needs within the team and implement programs to address gaps in skills or knowledge. Foster a culture of continuous learning and professional development, encouraging advisors to stay updated on industry trends and regulatory changes. Requirements: Minimum of 8 years of experience in financial planning or wealth management, with at least 2 years in a leadership role. Qualified Financial Advisor (QFA) designation or equivalent required. Proven track record of leading a team to achieve revenue and compliance targets. Strong knowledge of Irish financial regulations and best practices in financial planning. Proven ability to meet personal revenue targets. Excellent interpersonal, communication, and leadership skills. Ability to develop and execute strategic plans to meet business objectives. A client-focused mindset, with a commitment to delivering high-quality financial planning services. An appreciation for technology including CRM applications. Benefits: Competitive salary and bonus structure. Employee Benefits package - Pension, Life and Income Protection. Opportunities for professional development and career advancement. Skills: Sales Management Financial Advisor Financial Planning Sales Business Development
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Head of Financial Planning
1 month ago
Dublin, Ireland The Panel Group Full timeOur client, a progressive and innovative Financial Services Advisory Company, is seeking a Head of Financial Planning to join their team. The Job Lead, motivate, upskill and develop a team of financial advisors Set individual performance targets for revenue generation & monitor progress Drive departmental revenue performance to meet/exceed business targets...
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Senior Financial Planner
4 weeks ago
Dublin, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial Planner Reporting to: Premier & Choice 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...
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Senior Financial Advisor
4 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...
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Financial Advisor
4 months ago
Dublin, Ireland Sure Financial Full timeAbout Us: Sure Financial is an award winning financial brokerage based in Dublin 15, committed to providing exceptional financial advisory and wealth planning services to our diverse clientele. Our mission is to empower individuals and business owners to achieve their financial goals through personalized and comprehensive financial strategies. Job...
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Financial Planning
3 weeks ago
Dublin, Ireland Savvi Recruitment Consultants Full timeThe will lead and manage the finance operations, with a strong emphasis on strategic financial planning, compliance, and the integration of data analytics into decision-making. This role will suit an individual who has very good no.2 experience in Finance in a tech company and is ready to step up into a Head of Finance position. This individual will drive...
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Senior Financial Planning Analyst
4 weeks ago
Dublin, Ireland Brightwater Full timeSenior Financial Planning Analyst About the Company Senior Financial Planning Analyst Role with a leading city centre-based energy provider. Commercial opportunity with flexible hybrid working. Initially being offered on a contract basis with a strong view to a longer-term role. About the Position Reporting to the head of commercial Finance will have overall...
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Financial Planning Consultant
3 weeks ago
Dublin, Ireland 360 Search Full time360 Search are working alongside a highly reputable Brokerage with a strong foothold within the Irish Market as well as wider Global presence. The company are seeking an experienced and driven Senior Financial Planning Consultant to join the team in Dublin. In this role, you will be responsible for providing high-quality, personalized financial advice to...
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Financial Planning Consultant
1 month ago
Dublin, Ireland Marsh McLennan Full timeCompany: Mercer Description: What can you expect: The Fiinancial Planning team are part of the Private Wealth business in Mercer. We provide holistic financial planning to individuals, High-net-worth individuals and members of corporate organisations. The advice covers a broad range of wealth management services including retirement, savings or investment,...
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Financial Planning Consultant
1 month ago
Dublin, Ireland IE011 Mercer (Ireland) Limited Full timeDescription: What can you expect: The Fiinancial Planning team are part of the Private Wealth business in Mercer. We provide holistic financial planning to individuals, High-net-worth individuals and members of corporate organisations. The advice covers a broad range of wealth management services including retirement, savings or investment,...
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Financial Planning Manager
2 weeks ago
Dublin, Ireland Elwood Roberts Full timeJob: Finance Planning Manager Sector: Technology Location: North Dublin Working type: Hybrid (2 days in Office, 2 Days at home) Salary: 90,000 + Bonus, package We are looking for a talented Finance Planning Manager, to take responsibility for the end-to end finance operations within our customer's Tech department and planning the various Financial Planning...
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Financial Planning Consultant
1 month ago
Dublin, Ireland AON Full timeFinancial Planning Consultant Do you have experience providing consultative financial planning advice? Would you like to be part of a highly qualified team that helps individuals make better financial decisions through cashflow modelling? If so, this may be the role for you! This hybrid role provides flexibility to work both virtually and from our Dublin...
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Financial Planning Associate
5 months ago
Dublin, Ireland Davy Group Full timeAbout usFrom day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders. Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy,...
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Financial Planning Analyst
2 months ago
Dublin, Ireland Kepak Group Full timeAbout Kepak FoodsKepak is a family-owned, future-facing food company with a rich heritage of more than 50 years of meat craft. From the establishment of a family owned butcher shop in Dublin in 1966, Kepak has grown significantly and today the group has a turnover of €1.6bn and employs more than 4,500 people across 12 manufacturing sites in Ireland and the...
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Head of Finance
1 month ago
Dublin, Ireland The Panel Group Full timeHead of Finance My client is a long established and innovative semi state company. They are currently recruiting a Head of Finance, ideally with construction or engineering experience, for one of their key business units Purpose of position: Responsible for all aspects of the finance function reporting, planning & analysis, innovation, opportunity and risk...
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Head of Trustee
5 months ago
Dublin, Ireland THE BANK OF NEW YORK MELLON CORPORATION Full timeAt BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly % of the world’s investible assets. Every day around the globe, our ,+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...
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Senior Financial Planning Analyst
4 weeks ago
Dublin, Ireland Sanderson Recruitment (Ireland) Limited Full timeSemi State Body have an opportunity for a Senior Financial Planning Analyst, on a Fixed Term Contract initially leading to Permanency. This position is hybrid working in the Dublin office. The Senior Financial Planning Analyst will assist in managing the financial control requirements of the infrastructure business, covering budgetary control, financial...
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Financial Planning
1 month ago
Dublin, Ireland PartnerRe Full timeJob DescriptionAbout this job:We’re looking for a highly motivated Financial Planning & Analysis Manager to join PartnerRe's global Planning and Performance Management/Financial Planning & Analysis (FP&A) team.The team is responsible for the analysis of the financial results of the PartnerRe Group and its business segments for senior members of the...
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Head of Finance
4 weeks ago
Dublin, Ireland RCSI Hospitals Group Full timeOverview The primary purpose of the Head of Finance role is to support the delivery of integrated financial reporting as well as contributing to the overall mission, vision, values and strategy of the Health Region and wider HSE. To ensure the highest standard of financial processes, business intelligence, reporting and support for compliance with best...
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Head of Operations
4 weeks ago
Dublin, Ireland Brightwater Full timeJob Title Head of Operations Brightwater Executive is delighted to be retained exclusively by a highly regarded International Professional Services firm in their search for a Head of Operations. About the Position Reporting directly to the Country Managing Partner ('CMP'), the Head of Operations will become a trusted business advisor, developing a deep...
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Head of Operations
4 weeks ago
Dublin, Ireland Brightwater Full timeJob Title Head of Operations Brightwater Executive is delighted to be retained exclusively by a highly regarded International Professional Services firm in their search for a Head of Operations. About the Position Reporting directly to the Country Managing Partner ('CMP'), the Head of Operations will become a trusted business advisor, developing a deep...
