Regional Wealth Planning Leader

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

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.