Find Planning analyst Jobs in Dublin, D

Dutch Private Client Advice Associate
Fisher Investments Europe —Dublin, County Dublin
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- Hybrid work
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Turner & Townsend —Dublin, County Dublin
- Full-time
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- Engineering
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- Communication skills
- Annual leave
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- Full-time
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GXO Logistics —Dublin, County Dublin
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Full Stack Software Engineer - Team Lead, Charles River Development, Assistant Vice President
State Street —DUBLIN 2, County Dublin
- Full-time
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Integrity360 —Dublin, County Dublin
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Java Developer (AVP)
Citi —Dublin, County Dublin
- €71,440 a year
- Full-time
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Senior Angular Developer
Information Services Corporation —Dublin, County Dublin
- Full-time
- Azure
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Grouper —Dublin, County Dublin
- Hybrid work
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UKI Technology Consulting - SAP Data Management Lead - Manager/ Senior Manager - Dublin/ Cork
EY —DUBLIN 2, County Dublin
- Full-time
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Cloud Security | Senior Associate | Cyber Security | Technology Consulting
PwC —Dublin, County Dublin
- Full-time
- Azure
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Financial Reporting Specialist
SEI1GLOBAL —DUBLIN 2, County Dublin
- Full-time
- Hybrid work
- Customer service
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Software Engineering (Full Stack), Charles River Development, Assistant Vice President
State Street —DUBLIN 2, County Dublin
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Senior Data Engineer - Investment Management
Davy —Dublin, County Dublin
- Full-time
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- Master's degree
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Quick apply
Investor Services Supervisor
SEI1GLOBAL —DUBLIN 2, County Dublin
- Full-time
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Senior Civil Engineer
Amey Ltd —DUBLIN 1, County Dublin
- Master's degree
- Bachelor's degree
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Quick apply
7d
Senior Data Warehouse Engineer (SQL Server Database, SSIS, Azure)
TEKenable —Dublin, County Dublin
- Hybrid work
- Azure
- DevOps
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Quick apply

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Dutch Private Client Advice Associate

Fisher Investments Europe -
Dublin, County Dublin

Apply Now

Job details

Full-time

Benefits

Annual leave
Company pension
Work from home
Employee assistance program

Qualifications

Microsoft Excel
Bachelor's degree
Dutch

Full job description

Overview:

The Opportunity:

The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations.

As a Dutch PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in providing regulated and suitable advice to prospective and existing clients of Fisher Investments Ireland. You will learn to use data and insights to guide your recommendations. You will report to your Team Leader who will aid in your professional development and job training.

The Day-to-Day:

Prepare and format written proposals by collecting client information, using information from third-party vendors, and conducting analysis based on the existing assets, and running portfolio simulations
Partner with other internal groups to ensure smooth transition of cases
Work on ad hoc group projects to help increase efficiency
Use Excel (perform complex functions) and Adobe to customize proposals and produce detailed reports

Your Qualifications:

A University degree or equivalent combination of education/experience
Fluent language proficiency in: Dutch (Written and Verbal)
Experience with financial planning and investment principles or industry exams preferable
Produce quality work within a target timeline
Eager to work in an energetic, collaborative environment to support high-volume output

Why Fisher Investments Ireland:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Ireland align with our clients' priorities by using a simple and transparent fee structure and recognized European custodians.

It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

100% paid premiums for our top-tier supplemental healthcare and dental plans for employees and their qualified dependents
28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays
Enhanced maternity pay package with 26 weeks' top up to full base pay for eligible employees
$10,000* fertility, hormonal health and family-forming benefit
A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay
Monthly gym subsidy of up to €50 per month
Employee Assistance Program and other emotional wellbeing services
A collaborative working environment that practices ongoing training, educational support and employee appreciation events
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER

Apply Now

Refine Your Search

planning analyst jobs in dublin, d

Dutch Private Client Advice Associate

Legal Counsel - Corporate

Manager, Financial Business Partnering

Finance Treasury Specialist ( fixed term contract )

Cost Manager

Salesforce Product Manager

Finance Manager

Full Stack Software Engineer - Team Lead, Charles River Development, Assistant Vice President

SOC Manager

Java Developer (AVP)

Senior Angular Developer

Product Owner

UKI Technology Consulting - SAP Data Management Lead - Manager/ Senior Manager - Dublin/ Cork

Cloud Security | Senior Associate | Cyber Security | Technology Consulting

Financial Reporting Specialist

Software Engineering (Full Stack), Charles River Development, Assistant Vice President

Senior Data Engineer - Investment Management

Investor Services Supervisor

Senior Civil Engineer

Senior Data Warehouse Engineer (SQL Server Database, SSIS, Azure)

I want to receive the latest job alerts for planning analyst in dublin, d

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