Expert Financial Planner

3 days ago


Dublin, Dublin City, Ireland beBeeFinance Full time €90,000 - €120,000
Financial Planning Expert

The Role Overview:

This role is centered around providing transparency and supporting the Finance Business Partner in creating relevant business insights. This includes identifying opportunities, financial risks, and ensuring reliable execution of monthly/quarterly/yearly controlling tasks.

Key Responsibilities:

  • Support the Finance Business Partner (FBP) in shaping and executing the performance management cycle and supporting the organization on financial topics.
  • Develop and drive a wide range of financial analysis focused on business trends and evaluation of performance projections and reports.
  • Recognize opportunities with financial impact across the organization and propose options to exploit further, able to assess initiatives with an end-to-end view.
  • Calculate various provision and accruals for the financial statements and variable compensation as input for payroll.
  • Interact and collaborate with regional controlling/Payroll/Payments teams and internal and external audit.
  • Ensure accuracy and attention to detail, challenging and stressing data integrity to ensure that results are accurate and delivered within agreed SLA's.

Required Skills and Qualifications:

  • Bachelor's or Master's degree in finance, business, or economics.
  • ACCA/CIMA qualification is a plus but not a requirement.
  • 3-4 years previous experience in a similar role (Financial, Consultancy or Audit).
  • Strong MS Excel Skills, Understanding of P&L statement and financial processes such as Accruals and Deferrals.
  • SAP experience is a plus but not a requirement.

Benefits:

  • Award-winning culture that is highly diverse and inclusive.
  • Promotion opportunities to move up the career ladder within the organization.
  • Competitive salary with significant bonus potential.
  • Health insurance, pension, and generous employee discounts.
  • Two paid volunteering days per year to support causes you care about.

  • Financial Planner

    19 hours ago


    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    Job Title: Financial Planner Reporting to: Premier Planning Manager Department: Planning About Prosperous Financial: At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession...

  • Financial Planner

    6 days ago


    Dublin, Dublin City, Ireland Prosperous Financial Full time

    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 journey, to support them in achieving their financial goals.The individual we are...


  • Dublin, Dublin City, Ireland beBeeFinancial Full time €57,408 - €80,122

    Expert Financial Planner OpportunityA leading firm is seeking an accomplished financial planner to deliver expert advice on pensions, investments, and wealth management.About the RoleThe ideal candidate will possess a deep understanding of financial products and exceptional relationship management skills, with a client-first mindset focused on delivering...


  • Dublin, Dublin City, Ireland beBeeFinancial Full time €60,000 - €80,000

    Senior Financial Advisor Job DescriptionRole OverviewWe are seeking a highly motivated and experienced Senior Financial Advisor to join our team. As a key member of the financial planning and wealth management team, you will be responsible for providing expert financial advice to clients and helping them achieve their financial goals.Key responsibilities...


  • Dublin, Dublin City, Ireland beBeeParaplaner Full time €40,000 - €60,000

    A Career-Changing Opportunity for Financial PlannersWe are seeking a highly skilled and motivated professional to join our team as a Paraplanner.This hybrid role offers the flexibility to work both virtually and in our office, providing an ideal balance between work and personal life.As a Paraplanner, you will have the opportunity to support our team of...


  • Dublin, Dublin City, Ireland beBeeAnalysis Full time €90,000 - €120,000

    Financial Planning and AnalysisThe role of a Strategic Financial Planner involves providing expert financial analysis and strategic recommendations to support business growth and decision-making. This includes developing comprehensive financial models and forecasts to inform business strategy, analyzing complex financial data to identify trends,...


  • Dublin, Dublin City, Ireland beBeeParaplanner Full time €45,000 - €60,000

    Job SummaryWe are seeking a highly skilled Paraplanner to join our team. The ideal candidate will have strong financial planning skills, excellent communication abilities, and a passion for delivering exceptional client service.The successful candidate will be responsible for assisting financial planners in formulating and documenting financial plans for...


  • Dublin, Dublin City, Ireland beBeePlanning Full time €60,000 - €80,000

    Senior Certified Financial Planner RoleWe are seeking an experienced Senior Certified Financial Planner to join our team. As a key member of our financial planning department, you will play a critical role in empowering individuals and households to make confident, informed financial decisions.About UsOur approach blends expert advice with personalized...


  • Dublin, Dublin City, Ireland beBeeFinancialPlanning Full time €55,000 - €75,000

    Financial Planning ExpertWe're seeking a seasoned professional to join our wealth and financial planning team as a Financial Planning Expert. As a key member of the team, you will be responsible for providing expert advice to clients and helping them achieve their financial goals.Key ResponsibilitiesProvide personalized financial planning services to...


  • Dublin, Dublin City, Ireland beBeeParaplanner Full time €40,000 - €55,000

    Are you looking for a new challenge where you can grow and improve your skills?Do you want to develop your client-facing abilities in a great team of financial planners?Job DescriptionThis is a hybrid role with the flexibility to work both virtually and from our office. Your day will involve working closely with our team of financial planners, providing...