Financial Planning Manager

Engage People Recruitment; Munster; On-site; EUR 90,000 - 130,000; Full time

Benefits offered by this job

Commission structure

High earning potential

Established regional team to lead

Job summary

Engage People Recruitment seeks a Regional Financial Planning Manager to lead a high-performing team across the South West and Mid West regions in Ireland. You will manage a established client book and drive personal revenue plus new business opportunities in a growth-focused financial services business.

You will coach advisers, shape regional activity, and ensure governance and regulatory compliance while influencing regional development as the business scales.

Qualifications

• QFA and CFP certifications are required.
• Proven experience in financial planning or wealth management.
• Experience leading or developing advisers and creating accountability.

Responsibilities

• Manage and grow your own portfolio of financial planning clients.
• Deliver against personal revenue and new business targets.
• Lead, coach and support a team of Financial Planners across the region.
• Drive regional performance, opportunity conversion and business growth.
• Support the team with complex or high-value client opportunities.
• Build relationships with professional introducers and local business networks.
• Translate wider business priorities into clear regional activity and objectives.
• Maintain strong standards across client advice, governance and regulatory compliance.

Skills

QFA

CFP-qualified

Financial planning

Wealth management

Business development

Leadership

Education

QFA

CFP

Job description

Take on a senior regional role within one of Ireland's fastest-growing domestic financial services businesses. Following continued expansion and acquisition-led growth, the business is adding this position to strengthen its Financial Planning leadership across the South West and Mid West region.

You'll inherit a high-performing team, manage your own established book of clients and benefit from a strong flow of new business opportunities. It's a role offering significant earning potential alongside the opportunity to influence how the region develops as the wider business continues to scale.

The role

As Regional Financial Planning Manager, you'll combine client-facing financial planning with responsibility for the performance and development of the regional team.

• Manage and grow your own portfolio of financial planning clients.
• Deliver against personal revenue and new business targets.
• Lead, coach and support a team of Financial Planners across the region.
• Drive regional performance, opportunity conversion and business growth.
• Support the team with complex or high-value client opportunities.
• Build relationships with professional introducers and local business networks.
• Translate wider business priorities into clear regional activity and objectives.
• Maintain strong standards across client advice, governance and regulatory compliance.

Is this you?

• You are QFA and CFP-qualified, with strong experience in financial planning, wealth management or financial advice.
• You have a proven commercial track record and are comfortable managing both client relationships and revenue targets.
• You have experience leading or developing advisers and can create accountability while maintaining a positive, high-performance environment.

What's on offer

• Strongly incentivised personal and team commission structure.
• An existing high-performing regional team to lead and develop.
• Your own client book alongside a strong pipeline of new business opportunities.
• A senior role created as a direct result of continued business growth.
• Genuine influence over the development of the region within a rapidly expanding Irish financial services business.
• Significant scope to benefit financially from both your own production and the success of your team.