Regional Financial Planning Manager – West

SYS Financial Ltd; Galway; On-site; EUR 90,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Significant bonus structure

Employer pension contributions

Life Insurance

Income Protection

Educational courses & certifications

Career progression opportunities

Senior regional leadership role

Commercial influence in regionalgrowth

Job summary

SYS Financial in Galway invites a Regional Financial Planning Manager – West to lead regional financial planning and growth for a diverse client base, including individuals, families, and private wealth clients. The role is on-site in Galway, requiring strong regulatory knowledge and leadership capabilities.

Responsibilities include developing tailored plans, performing investment analyses, and guiding advisors to achieve business development targets while maintaining client-centric service and

Qualifications

• Strong financial planning and finance skills, with client-focused strategies.
• Advanced analytical skills to interpret financial data, assess risk, and support recommendations.
• Knowledge of investments, portfolio construction, risk management, and client suitability.
• Proven sales skills with track record of building and growing client relationships.

Responsibilities

• Lead regional financial planning activities and support client growth across the western region.
• Develop tailored financial plans for a diverse portfolio of clients including individuals, families, employers, and private wealth clients.
• Conduct detailed financial and investment analyses; recommend products and strategies.
• Ensure regulatory and compliance standards are met.
• Oversee regional sales initiatives; collaborate with advisors to drive business development.
• Maintain strong client relationships through reviews and proactive communication.
• Mentor team members and contribute to process improvements; align regional performance with SYS Financial’s goals.

Skills

Financial Planning

Analytical Skills

Investments knowledge

Sales skills

Communication skills

Leadership experience

Regulatory knowledge

Time management

Education

Finance/Economics degree

CFP certification (advantage)

Job description

Important information:-

Please note: Applicants must have the unrestricted right to work in Ireland. Visa sponsorship is not available for this role. This role requires experience within the Irish financial services sector and familiarity with the Irish regulatory environment. Relevant Irish qualifications (QFA, APA, CFP, RPA or equivalent recognised in Ireland) are required or highly desirable depending on the position.

Company Description

SYS Financial, founded in 2015, is an award-winning financial advisory firm and one of Ireland’s leading providers of tailored financial solutions for employers, individuals, families, and private wealth clients. The firm supports clients with tax-efficient retirement and inheritance planning, mortgage solutions, and enhanced employee benefits. With offices in Nenagh, Dublin, Cork, and Limerick, SYS Financial offers access to experienced advisors and local market expertise. The team focuses on delivering expert guidance that helps clients build long-term financial security and peace of mind. SYS Financial emphasizes professional development, collaboration, and client-centered service.

Role Description

The Regional Financial Planning Manager – West is a full-time on-site role based in Galway, responsible for leading regional financial planning activities and supporting client growth across the western region. This position involves developing tailored financial plans for a diverse portfolio of clients, including individuals, families, employers, and private wealth clients. The role includes conducting detailed financial and investment analyses, recommending appropriate financial products and strategies, and ensuring regulatory and compliance standards are met. The manager will oversee regional sales initiatives, collaborate with advisors to drive business development, and maintain strong client relationships through regular reviews and proactive communication. The position also involves mentoring team members, contributing to process improvements, and aligning regional performance with SYS Financial’s strategic goals.

Qualifications

• Strong Financial Planning and Finance skills, with experience developing comprehensive, client-focused financial strategies.
• Advanced Analytical Skills to interpret complex financial data, assess risk, and support evidence-based recommendations.
• Knowledge of Investments, including portfolio construction, risk management, and suitability for various client profiles.
• Proven Sales skills, with a track record of building and growing client relationships and achieving revenue targets.
• Relevant professional qualification in finance, accounting, economics, or a related field; certifications such as CFP or similar are an advantage.
• Excellent communication and interpersonal skills, with the ability to explain complex concepts clearly and build trust with diverse clients.
• Experience in regional or team leadership, including coaching, performance management, and collaboration across offices.
• Strong organizational and time-management abilities, with attention to detail and comfort working in a regulated environment.

Why Join Us?

• Competitive salary, one of the most competitive bonus structures in the industry, employer pension contributions, Life Insurance, Income Protection and more.
• We support your professional growth by offering paid access to educational courses and certifications to help you advance in your career.
• Be part of a supportive, team-oriented environment where respect and integrity are paramount.
• SYS Financial is committed to your professional development, offering clear career progression and advancement opportunities.
• A Senior Regional leadership opportunity within a growing Financial Services Division.
• The opportunity to combine client-facing financial planning with people leadership and regional business growth.
• A role with genuine commercial influence, supporting the development of planners and the expansion of the business across key regional markets.

About SYS Financial

SYS Financial is a dynamic and fast-growing financial planning firm committed to safeguarding the financial wellbeing of our clients. With a team of over 100 dedicated professionals, we provide expert guidance and bespoke solutions across a wide range of services, including Savings and Investments ,Protection, Retirement Planning, Retirement Fund Management, Health Insurance Advisory, Public Sector Advisory, and Mortgages.

SYS Financial is proud to be an equal opportunities employer. We welcome applications from all backgrounds and experiences.