Current jobs related to Financial Planning - Dublin - Tn Ireland


  • 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...


  • Dublin, 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...


  • 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...


  • 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...


  • Dublin, 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...


  • County Dublin, 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...


  • Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    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.


  • Dublin, 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...


  • 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...


  • Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    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.

  • Financial Planning

    3 weeks ago


    Dublin, Dublin City, Ireland Abrivia Recruitment Specialists Full time

    Financial Planning & Analysis Business Partner – Dublin / Hybrid Our client, a renowned technology firm with a global presence and headquartered in South Dublin, is seeking a Financial Planning & Analysis Business Partner to join their team. This role involves working closely with the Commercial Analysis & Planning Manager and the Consumer FP&A...


  • Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    Key Responsibilities Build and maintain strong relationships with key stakeholders both internally and externally. Address client inquiries and resolve issues in a timely manner. Ensure high levels of customer satisfaction and retention by delivering excellence at every touch point. Oversee financial transactions and ensure compliance with regulations at all...

  • Financial Planning

    4 weeks ago


    Dublin, Dublin City, Ireland TN Ireland Full time

    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...

  • Financial Advisor

    2 hours ago


    Dublin, Dublin City, Ireland Prosperous Financial Full time

    Direct message the job poster from Prosperous FinancialNo.1 Bestselling Author | Host of How to be Good with Money on RTÉ One | Private Consultations with Prosperous Financial | Corporate Speaker |Reporting to: Choice ManagerDepartment: PlanningWe have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our...

  • Financial Advisor

    1 week ago


    Dublin, Ireland Rockwell Financial Management Full time

    About Us: Rockwell is a dynamic and industry renowned Financial Planning business based in Dublin, dedicated to providing exceptional financial planning, wealth management and employee benefit services to our clients. We are committed to excellence, integrity, and innovation in all aspects of our business. The Role We're seeking ambitious, motivated, client...

  • Financial Advisor

    1 week ago


    Dublin, Dublin City, Ireland Rockwell Financial Management Full time

    About Us: Rockwell is a dynamic and industry renowned Financial Planning business based in Dublin, dedicated to providing exceptional financial planning, wealth management and employee benefit services to our clients. We are committed to excellence, integrity, and innovation in all aspects of our business. The Role We're seeking ambitious, motivated, client...

  • Financial Planning

    2 days ago


    County Dublin, Ireland Allianz Group Ireland Full time

    Allianz plc We are proud to be one of the most trusted insurance and asset management companies, with a workforce as diverse as the world itself.As the trusted insurance partner to over 700,000 customers across Ireland, we have built a brand based on trust, integrity and outstanding customer service for over 100 years.We strive to deliver fantastic customer...

  • Financial Accountant

    3 weeks ago


    Dublin, Dublin City, Ireland Strata Financial Full time

    Strata Financial - Qualified Internal Financial AccountantThe CompanyStrata Financial is one of Ireland's top 20 leading accounting practices, offering a comprehensive range of services, including accounting, auditing, tax, management, compliance, and restructuring. We work with clients across diverse industries, such as music, hospitality, SMEs, property,...

  • Financial Accountant

    4 weeks ago


    Dublin, Ireland Strata Financial Full time

    Strata Financial - Qualified Internal Financial AccountantThe CompanyStrata Financial is one of Ireland's top 20 leading accounting practices, offering a comprehensive range of services, including accounting, auditing, tax, management, compliance, and restructuring. We work with clients across diverse industries, such as music, hospitality, SMEs, property,...

  • Financial Planning

    6 days ago


    Dublin, Dublin City, Ireland Grifols, S.A Full time

    Would you like to join an international team working to improve the future of healthcare? Do you want to enhance the lives of millions of people? Grifols is a global healthcare company that since 1909 has been working to improve the health and well-being of people around the world. We are leaders in plasma-derived medicines and transfusion medicine and...

Financial Planning

1 week ago


Dublin, Ireland Tn Ireland Full time

Social network you want to login/join with:
Financial Planning & Analysis Analyst, Dublin Location: Dublin, Ireland
Job Category: Other
EU work permit required: Yes
Job Reference: 4b438193c05f
Job Views: 5
Posted: 23.02.2025
Expiry Date: 09.04.2025
Job Description: We are proud to be one of the most trusted insurance and asset management companies, with a workforce as diverse as the world itself.
As the trusted insurance partner to over 700,000 customers across Ireland, we have built a brand based on trust, integrity and outstanding customer service for over 100 years.

We strive to deliver fantastic customer experiences through innovative thinking, state of the art technology, excellent training, outstanding customer service, real dedication and team work.
As an employer, we truly care for our employees and their individual needs and aspirations.
With this in mind we have tailored our work approach to ensure you the flexibility and support needed to excel in your new role.

While the role is officially based in Elm Park, Dublin 4 the team currently uphold a highly flexible hybrid way of working.

The Opportunity We are now recruiting for an FP&A Analyst to join our finance team at Allianz Ireland.
This position reports to the FP&A Manager and includes responsibilities such as providing market insights, overseeing the planning and forecasting processes, and conducting ad hoc analyses to aid in business decision-making.

We are looking for a highly motivated and detail orientated candidate with 2-3 years of experience in an FP&A team in a business, preferably in the insurance industry.

The successful candidate will work closely with all functions within Allianz Ireland and the wider Group Finance function to ensure accurate and timely financial information and insights.
Additionally, the role will support the advancement of the Allianz Ireland data strategy through automation and self-serve analytics.

Key Responsibilities Conduct market research and analysis to provide insights on market trends, competitor performance, and industry benchmarks.
Present findings and recommendations to senior management to support strategic decision-making.
Manage the annual budgeting and quarterly forecasting processes, ensuring alignment with business objectives.
Develop and maintain financial models to support long-term planning and scenario analysis.
Collaborate with various business functions to gather input and ensure accurate and realistic forecasts.
Provide ad hoc financial analysis and reporting to support business initiatives and decision-making.
Analyze financial performance against budget, forecast, and prior periods to identify trends and variances.
Liaise with all functions within Allianz Ireland to understand their financial needs and provide support as required.
Work closely with the wider Group Finance function to ensure consistency and accuracy of financial information across the organization.
Support the advancement of the Allianz Ireland data strategy through automation and self-serve analytics.
Promote and facilitate the use of self-serve analytics tools across the organization.
Experience and Qualifications Bachelor's degree in Finance, Accounting, Economics, or a related field.
Professional financial qualification (ACA, ACCA, CIMA, CFA) is preferred.
2-3 years of experience in an FP&A team in a business, preferably in the insurance industry.
Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.
Proficiency in financial modelling and advanced Excel skills.
Experience with financial planning software and ERP systems is a plus.
Experience with Power BI or other data visualization tools is a bonus.
Excellent communication and presentation skills, with the ability to convey financial information to non-financial stakeholders.
Strong organizational skills and the ability to manage multiple tasks efficiently.
Allianz Group is one of the most trusted insurance and asset management companies in the world.
Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer.
Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us.

We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer.
We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in.
We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation.

Great to have you on board.
Let's care for tomorrow.

#J-18808-Ljbffr