Regional Financial Planning Manager

INOU; Galway; Hybrid; EUR 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Pension contributions

Life insurance

Income protection

Professional education

Collaborative environment

Career progression

Regional impact

Job summary

INOU is seeking a Regional Financial Planning Manager in Ireland to lead a growing regional team while maintaining a successful personal financial planning practice. The role blends client advisory work with revenue generation and leadership responsibilities.

You will guide a team of financial planners, drive regional performance, and foster professional networks to meet business objectives, while upholding high regulatory standards and client service quality.

Qualifications

• Must hold QFA and CFP qualifications.
• Experience in senior financial planning or advisory with leadership responsibility.
• Proven track record in revenue growth and client acquisition.
• Strong knowledge of pensions, investments, protection, and retirement planning.
• Experience coaching and developing financial advisers.

Responsibilities

• Deliver personal revenue and business targets through client relationships and referrals.
• Manage and expand a regional client portfolio with holistic financial planning.
• Own regional revenue, adviser performance, and business development.
• Lead, mentor and develop financial planners to high standards.
• Support advisers with complex/high-value cases to achieve strong outcomes.
• Develop relationships with professional introducers and local business networks.

Skills

Financial Planning

Team Leadership

Wealth Management

Financial Advisory

Education

QFA

CFP

Job description

Regional Financial Planning Manager

Location: Mid West | Leadership Opportunity

The Opportunity

An established and expanding financial services organisation is seeking a commercially driven Regional Financial Planning Manager to lead regional growth while maintaining a successful personal financial planning practice.

This position combines individual client advisory work and revenue generation with responsibility for leading, coaching and developing a team of financial planners. The successful candidate will drive regional performance, build professional networks and support the delivery of business objectives while maintaining high standards of client service and regulatory compliance.

Key Responsibilities

• Deliver personal revenue and business development targets through client relationships, referrals and new business generation.
• Manage and expand a portfolio of clients, providing holistic advice across pensions, investments, protection and retirement planning.
• Take ownership of regional revenue, adviser performance and business development opportunities.
• Lead, mentor and develop financial planners, promoting accountability, professional standards and continuous improvement.
• Support advisers with complex or high-value cases to achieve strong client outcomes and commercial results.
• Develop relationships with professional introducers and local business networks to generate regional opportunities.
• Implement business initiatives and regional priorities in collaboration with senior management.
• Monitor performance, identify development needs and address underperformance through structured support and clear objectives.
• Promote a strong compliance culture, ensuring adherence to applicable Irish financial services regulations and governance requirements.

About You

• QFA and CFP qualifications are essential.
• Proven experience in senior financial planning, wealth management or financial advisory services, ideally with leadership responsibility.
• Strong track record of achieving personal revenue and business development targets.
• Comprehensive knowledge of pensions, investments, protection and retirement planning.
• Demonstrable experience coaching, managing and developing financial advisers.
• Commercially minded, proactive and capable of balancing personal production with regional leadership.
• Excellent communication, relationship-building and stakeholder management skills.
• Strong understanding of regulatory and compliance requirements within the Irish financial services sector.
• Based in the region, with an established local professional network an advantage.

The Opportunity & Benefits

• Competitive salary and an attractive performance-related bonus structure.
• Employer pension contributions, life insurance, income protection and additional benefits.
• Support for ongoing professional education, courses and qualifications.
• A collaborative working environment built on professionalism, respect and integrity.
• Clear opportunities for career development and progression.
• A senior regional position combining client advisory work, people leadership and business development.
• The opportunity to influence regional strategy, develop financial planning talent and contribute to continued business expansion.

Skills:

• Financial Planning
• Team Leadership
• QFA
• CFP
• Wealth Management
• Financial Advisory