Regional Financial Planning Manager – West

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

Benefits offered by this job

Competitive salary

Bonus structure

Employer pension contributions

Life Insurance

Income Protection

Professional development

Job summary

SYS Financial is seeking a Regional Financial Planning Manager – West, based in Galway, to lead regional financial planning activities and drive client growth across the western region. This full-time, on-site role involves developing tailored plans for individuals, families, employers, and private wealth clients.

You will oversee analyses, make product recommendations, ensure regulatory compliance, mentor team members, and collaborate with advisors to align regional performance with SYS

Qualifications

• Experience developing 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.

Responsibilities

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

Skills

Financial Planning

Financial Analysis

Investments Knowledge

Sales Skills

Professional Qualification (CFP etc)

Communication Skills

Leadership Experience

Time Management

Education

Finance/Accounting/Economics degree

CFP certification

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.