Financial Planning Analyst

About 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 AnalystCompany Overview:Senior Financial Planning Analyst Role with a leading city centre-based energy provider. Commercial opportunity with flexible hybrid working.About the Role:Our client is seeking a FP&A Analyst to join our team. This role offers a unique opportunity to contribute to the strategic direction of our business by providing...

About the RoleWe are seeking a highly motivated FP&A Analyst to join our finance team at Allianz Ireland. As an FP&A Analyst, you will play a key role in providing market insights, overseeing planning and forecasting processes, and conducting ad hoc analyses to support business decision-making.ResponsibilitiesConduct market research and analysis to provide...

About the RoleOcuco Limited is seeking a highly skilled Financial Planning Analyst to join our dynamic Finance Department at our Dublin HQ. In this role, you will have the opportunity to analyse and interpret current financial data, contribute to building models and insights that drive future data analysis initiatives, and partner with various business...

Salary 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

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: 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...

Company 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.

Join 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...

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...

Required 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

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...

Join 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...

**Job Overview:**SysWe are seeking a highly skilled and experienced financial planning analyst to join our team. As an Oracle EPM cloud solutions lead, you will be responsible for managing the implementation of Oracle EPM cloud solutions, specifically PBCS.You will collaborate with clients to understand their financial planning requirements and translate...

Sales 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.

About The Fidelis PartnershipThe Fidelis Partnership is a leading specialty and reinsurance business with a 40-year track record of delivering exceptional results. We have established ourselves as a market leader in providing bespoke services to our clients, driving change and innovation in the industry.Our core values are centered around five key pillars:...

Job 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

Social network you want to login/join with:Financial Planning & Analysis Analyst, DublinLocation: Dublin, IrelandJob Category:OtherEU work permit required:YesJob Reference:4b438193c05fJob Views:5Posted:23.02.2025Expiry Date:09.04.2025Job Description:We are proud to be one of the most trusted insurance and asset management companies, with a workforce as...