Find Financial planning advisor Jobs in Celbridge, Ke

Head of Risk & Compliance
Evelyn Partners —Dublin, County Dublin
- €175,000–€185,000 a year
- Full-time
- Hybrid work
- Presentation skills
Quick apply
8d
Audit Manager II - Financial Crimes
TD Bank —Dublin, County Dublin
- Full-time
- Project management
- Bachelor's degree
- Leadership
- Annual leave
Assurance - Internal Audit Senior Manager (Financial Services)
PwC —Dublin, County Dublin
- Full-time
- Bachelor's degree
- Accounting
- Accounting
Financial Reporting Specialist
SEI Investments —Dublin, County Dublin
- Full-time
- Hybrid work
- Customer service
- English
- Administrative experience
- Annual leave
9d
Head of Legal and Economics
ComReg —North Wall, County Dublin
- €110,955.62–€137,585.58 a year
- Full-time
- Hybrid work
- Master's degree
- Supervising experience
- Continuous improvement
- Annual leave
- Employee assistance program
Quick apply
1d
Sales Development Strategy and Operations Manager
Okta —Dublin, County Dublin
- €78,000–€108,000 a year
- Sales
- Presentation skills
- AI
- Annual leave
5d
Forensic Services - Forensic Claims, Investigations and Audit Senior Manager - Deals
PwC —Dublin, County Dublin
- Full-time
- Accounting
- Recruiting
- Leadership
Revenue Operations Manager
Circit Limited —Dublin, County Dublin
- Hybrid work
- CRM software
- Sales
- Analysis skills
Quick apply
Relationship Manager
SEI Investments —Dublin, County Dublin
- Full-time
- Hybrid work
- English
- Presentation skills
- In-person
- Annual leave
9d
Director of Commercial Analytics & Insights
Optum —Dublin, County Dublin
- Full-time
- Azure
- Computer Science
- SQL
Client Services Executive
Prosperous Financial —Dublin, County Dublin
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Annual leave
Quick apply
Oracle Project Delivery Manager, Hybrid
Deloitte —Dublin, County Dublin
- €75,000 a year
- Full-time
- Hybrid work
- Oracle
- Leadership
10d
Broker Consultant
Allianz —Blackrock, County Dublin
- Full-time
- Sales
- Master's degree
- Presentation skills
Manager, Fund Accounting
SEI Investments —Dublin, County Dublin
- Full-time
- Hybrid work
- English
- Presentation skills
- Mentoring
- Annual leave
9d
Finance Business Partner
GEODIS —Dublin, County Dublin
- Full-time
- Analysis skills
- No degree
- Communication skills
9d
Manager - Health Consulting - Advisory
PwC —Dublin, County Dublin
- Full-time
- Management
- Project management
- Analytics
Client Administrator
Walfrid Private —Dublin, County Dublin
- Full-time
- Administrative experience
- No degree
- Communication skills
Quick apply
8d
EMEA Benefits and Wellness Manager
Kohlberg Kravis Roberts & Co. —Dublin, County Dublin
- Finance
- Project management
- Bachelor's degree
Chief Operating Officer
&Open —DUBLIN 6W, County Dublin
- Hybrid work
- Leadership
- Annual leave
Quick apply
Oracle Programme Delivery Lead, Hybrid
Deloitte —Dublin, County Dublin
- €90,000 a year
- Full-time
- Hybrid work
- Oracle
- Leadership
10d

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Head of Risk & Compliance

Evelyn Partners -
Dublin, County Dublin

Quick apply

Job details

Full-time
€175,000–€185,000 a year
8 days ago

Benefits

Private medical insurance

Qualifications

Presentation skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

What will you be doing?

We’re seeking an experienced Head of Risk & Compliance to join our team in Dublin, which is responsible for providing compliance advice, training and monitoring services to support Evelyn Partners Investment management (Europe) Limited.

As Head of Risk & Compliance, your responsibilities will include among others:

Member of the EPE Risk and Compliance Committee, ensuring agenda addresses the responsibilities of the Committee, produce the Risk and Compliance reports for the Committee and ensure any issues are escalated as appropriate to the EPE board, EPE Audit and Risk Committee (AROC) and Group Risk and Compliance
Attend the EPE AROC, produce the Risk and Compliance reports for the Committee and ensure issues are escalated as appropriate to the EPE board and Group Risk and Compliance
Maintain up-to-date compliance risk assessments identifying the regulatory compliance and financial crime risks faced by EPE, taking into account the nature and scale of the services provided
Fulfil the role of Money Laundering Reporting Officer (MLRO) in accordance with legal and regulatory requirements and Group standards, investigating potential suspicions of money laundering and reporting these to the appropriate authorities as required
Monitoring the day-to-day operation of the firm’s AML/CFT policies and respond promptly to any reasonable request for information made by the CBI, Department of Justice, law enforcement or any other relevant Authority, ensuring appropriate policies in place to undertake initial and ongoing due diligence on all clients in accordance with the AML and CFT legal and regulatory requirements
Design and maintain a comprehensive risk-based monitoring programme, taking account of industry and regulatory developments, using appropriate tools and methodologies and ensuring that this monitoring programme is completed in a timely fashion and the results reported to senior management and relevant Group committees

Qualifications

To be successful in this role, you should:

Relevant experience in a similar role within a retail client-focused MiFID Investment Firms
LCI qualified
High levels of numeracy
Communication – conveying information clearly and concisely to groups or individuals either verbally or in writing to ensure they understand the information and message, presenting information suited to the characteristics and needs of the audience
Analytical thinking– analysing and breaking issues down to resolve them. Make systematic and rational judgement based on relevant information and experience. Influencing - exhibits influencing skills. Having the ability to convince and persuade others, specifically senior management.
Compliance – Knowledge of, and ability to interpret and apply relevant regulations

Desired:

Significant compliance experience gained within an investment or wealth management business at both investment management and operational/ administrative levels would be beneficial
Qualified Financial Advisor
Pensions regulation

Additional Information

As a colleague here at Evelyn Partners you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

financial planning advisor jobs in celbridge, ke

Head of Risk & Compliance

Audit Manager II - Financial Crimes

Assurance - Internal Audit Senior Manager (Financial Services)

Financial Reporting Specialist

Head of Legal and Economics

Sales Development Strategy and Operations Manager

Forensic Services - Forensic Claims, Investigations and Audit Senior Manager - Deals

Revenue Operations Manager

Relationship Manager

Director of Commercial Analytics & Insights

Client Services Executive

Oracle Project Delivery Manager, Hybrid

Broker Consultant

Manager, Fund Accounting

Finance Business Partner

Manager - Health Consulting - Advisory

Client Administrator

EMEA Benefits and Wellness Manager

Chief Operating Officer

Oracle Programme Delivery Lead, Hybrid

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