Regional Financial Planning Manager: Lead Growth & Team

Brightwater Recruitment; Galway; Presencial; EUR 90 000 - 130 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive salary

Bonus scheme

Pension contributions

Life insurance

Income protection

Education support

Career progression

Resumo da oferta

Brightwater Recruitment is seeking a commercially driven Regional Financial Planning Manager for the Mid West of Ireland to lead regional growth while maintaining a personal financial planning practice.

The role blends client advisory work with leadership of a team of financial planners, driving regional performance and building professional networks to support strategic objectives while upholding regulatory standards.

Qualificações

• QFA and CFP qualifications are essential.
• Experience in senior financial planning, wealth management or financial advisory services, ideally with leadership responsibility.
• Proven track record achieving personal revenue and business development targets.
• Comprehensive knowledge of pensions, investments, protection and retirement planning.
• Demonstrable experience coaching, managing and developing financial advisers.

Responsabilidades

• 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.

Conhecimentos

Client relationship management

Leadership

Coaching

Regulatory compliance

Communication

Business development

Formação académica

QFA

CFP

Descrição da oferta de emprego

Brightwater Recruitment is seeking a commercially driven Regional Financial Planning Manager for the Mid West of Ireland to lead regional growth while maintaining a personal financial planning practice.

The role blends client advisory work with leadership of a team of financial planners, driving regional performance and building professional networks to support strategic objectives while upholding regulatory standards.