West Regional Financial Planning Leader

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

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