Location: Limerick or Tipperary
An exciting opportunity for an ambitious, commercially focused Regional Financial Planning Manager to lead and grow a Financial Planning business across the Mid West.
This senior role combines personal client production with regional leadership, offering the opportunity to build a strong client portfolio while coaching, developing and supporting a team of financial planners.
The successful candidate will be technically strong, commercially driven and passionate about building relationships, growing local networks and delivering exceptional client outcomes.
This is an excellent opportunity to join a reputable, growing financial services organisation in a senior leadership role with genuine commercial influence.
Achieve personal revenue and business development targets through client engagement, referrals and new business generation.
Manage and grow a personal client portfolio, providing holistic advice across pensions, investments, protection and retirement planning.
Lead regional business development, income delivery and adviser performance.
Coach, develop and support financial planners, fostering a culture of accountability and continuous improvement.
Support advisers on complex and high-value client cases.
Build relationships with professional introducers, local businesses and key stakeholders.
Drive regional growth and implement business strategy and initiatives.
Monitor performance, identify development needs and support continuous improvement.
Ensure high standards of compliance, governance and client advice.
QFA and CFP qualified.
Proven experience in senior financial planning, wealth management or advisory roles, ideally with leadership experience.
Strong track record of achieving personal revenue and business development targets.
Technical expertise across pensions, investments, protection and retirement planning.
Experience coaching, leading and developing financial planners or advisers.
Commercially focused, entrepreneurial and comfortable balancing personal production with leadership responsibilities.
Excellent communication, relationship-building and stakeholder management skills.
Strong understanding of Irish financial services regulatory and compliance requirements.
Based in the Mid West, with an established local network an advantage.
Excellent salary, benefits and bonus structure, growing business, great opportunity!
Get in touch.
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