Current jobs related to Financial Planning and Reporting Specialist - Dublin, Dublin City - Elevate Partners Recruitment Limited

  • Financial Planning Professional

    2 days ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    At Prosperous Financial Planning, we are seeking an ambitious and proactive Senior Certified Financial Planner to join our team. As a key member of our planning department, you will guide clients through their financial journey, supporting them in achieving their goals.We take a holistic lifestyle approach to financial planning, focusing on the client's...

  • Wealth Planning Specialist

    6 days ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    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.

  • Prosperous Financial Planning Team Lead

    1 day ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    Key ResponsibilitiesThe Financial Services Sales Manager will be responsible for:Sales Management: Leading and motivating the team to meet and exceed targets.Client Relationship Management: Building and maintaining strong relationships with clients and stakeholders.Financial Oversight: Overseeing financial transactions and preparing financial reports.The...

  • Financial Planning Expert

    6 days ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    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...

  • Financial Planning and Reporting Specialist

    4 days ago

    Dublin, Dublin City, Ireland Oliver James Associates Ltd. Full time

    We are seeking a Financial Planning and Reporting Specialist to join our client's Finance team for a 6 Month Fixed-Term Contract.The successful candidate will be responsible for:Preparing Annual Plans and Forecasting modelsCreating and presenting Monthly & Quarterly Expense ReportsAnalysing performance, identifying trends, and determining causes of...

  • Prosporous Financial Planning Team Lead

    12 hours ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    We are seeking a talented Prosporous Financial Planning Team Lead to join our team.The ideal candidate will have excellent knowledge of the financial services and product offerings. Key responsibilities include:LEADING, COACHING AND DEVELOPING ALL EMPLOYEES WITHIN THE TEAMHAVING REGULAR CHECK POINTS WITH EMPLOYEES, PROVIDING ONGOING FEEDBACK AND CONDUCTING...

  • Financial Services Manager

    4 weeks ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    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...

  • Financial Services Manager

    12 hours ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    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...

  • Financial Sales Director

    12 hours ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    At Prosperous Financial Planning, we are seeking an exceptional Financial Sales Director to lead our Choice service offering.The successful candidate will have a proven track record of successfully leading a team, preferably within the Financial Services industry. Key responsibilities include:Leading and motivating the team to meet and exceed targets on a...

  • Senior Financial Planner

    4 weeks ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    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...

  • Senior Financial Planner

    2 weeks ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    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...

  • Senior Financial Planner

    3 weeks ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    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...

  • Senior Financial Planner

    6 days ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    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...

  • Senior Financial Planner

    2 days ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    Job Title: Senior Financial Planner Reporting to: Premier 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...

  • Senior Financial Advisor

    2 weeks ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    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...

  • Lead Financial Services Sales Manager

    1 day ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    Job DescriptionThe Financial Services Sales Manager plays a crucial role in the organisation, leading a team of 5 Financial Advisors. The role oversees all activities related to our Choice service offering, including day-to-day revenue generating activities, coaching and mentoring of team members, leading by example in delivering exceptional client-centric...

  • Strategic Financial Strategist

    2 days ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    Do you want to be part of a dynamic team that's changing lives through financial planning? Look no further than Prosperous Financial Planning!We're a values-driven company that prioritizes our clients' needs above all else. As a senior financial planner, you'll be responsible for delivering exceptional client experiences, developing tailored financial plans,...

  • Senior Financial Advisor

    3 weeks ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    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...

  • Senior Financial Advisor

    6 days ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    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...

  • Financial Planning Specialist

    4 days ago

    Dublin, Dublin City, Ireland Google Full time

    Job DescriptionAs a Financial Planning Specialist at Google, your primary focus will be on financial planning, analysis, and reporting. You will work closely with cross-functional teams to ensure accurate and timely financial information is provided to support business decisions.Main ResponsibilitiesCollaborate with finance teams to develop and maintain...

Financial Planning and Reporting Specialist

1 week ago

Dublin, Dublin City, Ireland Elevate Partners Recruitment Limited Full time

Elevate Partners Recruitment Limited is seeking a Financial Planning and Reporting Specialist to join their team. The successful candidate will be responsible for preparing and reviewing month-end reporting process and accounts, as well as producing consolidated monthly management accounts.

The ideal candidate would be a Qualified Accountant with 0-2 years PQE, possessing strong analytical skills and technical accounting competency. Experience in management accounts preparation through to consolidation across multiple jurisdictions is highly desirable.

About the Role:
  • Manage the day-to-day finance functions, including reviewing reconciliation of all bank accounts and oversight of inter company transactions.
  • Contribute to internal and external reporting requirements.
Requirements:
  • Newly qualified/1+ year PQE with recognised accounting qualification (ACA, ACCA, CIMA, CPA).
  • High level of technical accounting competency and strong analytical skills.

This role offers an excellent opportunity for someone looking to progress in their career and gain more management accounting and reporting experience within a growing renewable energy company.