Regional Financial Planning Manager – West

SYS Financial Ltd; Galway; Hybrid; EUR 90,000 - 140,000; Full time

Benefits offered by this job

Competitive salary

Bonus

Pension contribution

Life Insurance

Income Protection

Educational assistance

Hybrid working

Career progression

Senior regional leadership role

Job summary

SYS Financial Ltd. seeks a Regional Financial Planning Manager to lead the West region, delivering personal revenue and growing the local advisory presence.

You will coach and develop a team of Financial Planners, build relationships, and drive compliant, client-centered financial planning strategies across pensions, investments, and retirement planning.

Qualifications

• QFA and CFP qualified.
• Senior Financial Planning or Wealth Management experience with leadership.
• Proven track record of achieving revenue and business development targets.
• Strong technical expertise across pensions, investments, protection and retirement planning.
• Experience coaching Financial Planners or Advisers; regulatory compliance knowledge.

Responsibilities

• Achieve and exceed personal income targets and drive regional growth.
• Lead and develop Financial Planners across the West region.
• Build and maintain a high-quality client portfolio with holistic financial planning advice.
• Develop relationships with professional introducers and networks to support growth.
• Ensure compliance with Irish financial services regulations and governance.

Skills

Senior leadership

Revenue growth

Relationship management

Client networking

Communication skills

Education

QFA and CFP qualified

Job description

Regional Financial Planning Manager – West

Reports to: Head of Financial Services

About the Role

We are seeking an ambitious, experienced and commercially focused Regional Financial Planning Manager to lead and grow our Financial Planning presence across the West region.

This is a senior role combining personal client production with regional leadership responsibility.

The successful candidate will be responsible for delivering personal revenue targets while also supporting, coaching and developing a team of Financial Planners across the region.

The role will suit an experienced Financial Planning professional who is technically strong, commercially driven and enjoys building relationships, growing local networks and leading others to achieve high standards.

As Regional Financial Planning Manager, you will play a key role in delivering our strategy across the West, driving business development and supporting a high-performing, client-focused and compliant advisory culture.

Key Responsibilities

• Achieve and exceed personal income and business development targets through proactive client engagement, referrals and new business generation.
• Maintain, develop and grow a high-quality personal client portfolio, providing holistic financial planning advice across pensions, investments, protection and retirement planning.
• Lead the Financial Planning agenda across the West region, taking ownership of regional income delivery, opportunity conversion and planner performance.
• Manage, coach and develop Financial Planners within the region, creating a strong culture of accountability, professionalism and continuous improvement.
• Support planners with complex, high-value or strategically important client cases, helping to deliver strong client outcomes and commercial results.
• Build and develop relationships with local professional introducers, business networks, community contacts and key stakeholders to support regional growth.
• Drive the local delivery of Financial Services initiatives and priorities, acting as a key link between Regional Planners and Senior Leadership.
• Monitor performance, identify development needs and address underperformance through clear expectations, structured support and appropriate follow-up.
• Champion strong compliance standards and ensure adherence to all relevant regulatory, governance and client advice requirements within the Irish financial services market.

About You

• QFA and CFP qualified.
• Proven success in a senior Financial Planning, Wealth Management or advisory role, ideally with leadership experience.
• Strong track record of achieving and exceeding personal revenue and business development targets.
• Strong technical expertise across pensions, investments, protection, retirement planning and holistic financial planning.
• Experience leading, coaching and developing Financial Planners or Advisers, with the ability to drive performance and accountability.
• Commercially focused and capable of balancing personal production with regional leadership responsibilities.
• Excellent relationship-building, communication and stakeholder management skills.
• Strong understanding of compliance and regulatory requirements within the Irish financial services market.
• Based within the West region, with an established local network considered a distinct advantage.

What We Offer

• Competitive salary package.
• Highly competitive performance-related bonus structure.
• Employer pension contribution.
• Life Insurance and Income Protection.
• Educational assistance and ongoing professional development support.
• Hybrid working environment.
• Career progression opportunities within a growing and ambitious business.
• A senior regional leadership opportunity combining client-facing Financial Planning, people leadership and business growth.
• The opportunity to play a key role in growing our Financial Planning presence across the West.

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 & 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.