Regional Financial Planning Manager
Location: Mid West | Leadership Opportunity
The Opportunity
An established and expanding financial services organisation is seeking a commercially driven Regional Financial Planning Manager to lead regional growth while maintaining a successful personal financial planning practice.
This position combines individual client advisory work and revenue generation with responsibility for leading, coaching and developing a team of financial planners. The successful candidate will drive regional performance, build professional networks and support the delivery of business objectives while maintaining high standards of client service and regulatory compliance.
Key Responsibilities
- Deliver personal revenue and business development targets through client relationships, referrals and new business generation.
- Manage and expand a portfolio of clients, providing holistic advice across pensions, investments, protection and retirement planning.
- Take ownership of regional revenue, adviser performance and business development opportunities.
- Lead, mentor and develop financial planners, promoting accountability, professional standards and continuous improvement.
- Support advisers with complex or high-value cases to achieve strong client outcomes and commercial results.
- Develop relationships with professional introducers and local business networks to generate regional opportunities.
- Implement business initiatives and regional priorities in collaboration with senior management.
- Monitor performance, identify development needs and address underperformance through structured support and clear objectives.
- Promote a strong compliance culture, ensuring adherence to applicable Irish financial services regulations and governance requirements.
About You
- QFA and CFP qualifications are essential.
- Proven experience in senior financial planning, wealth management or financial advisory services, ideally with leadership responsibility.
- Strong track record of achieving personal revenue and business development targets.
- Comprehensive knowledge of pensions, investments, protection and retirement planning.
- Demonstrable experience coaching, managing and developing financial advisers.
- Commercially minded, proactive and capable of balancing personal production with regional leadership.
- Excellent communication, relationship-building and stakeholder management skills.
- Strong understanding of regulatory and compliance requirements within the Irish financial services sector.
- Based in the region, with an established local professional network an advantage.
The Opportunity & Benefits
- Competitive salary and an attractive performance-related bonus structure.
- Employer pension contributions, life insurance, income protection and additional benefits.
- Support for ongoing professional education, courses and qualifications.
- A collaborative working environment built on professionalism, respect and integrity.
- Clear opportunities for career development and progression.
- A senior regional position combining client advisory work, people leadership and business development.
- The opportunity to influence regional strategy, develop financial planning talent and contribute to continued business expansion.