Regional Financial Planning Manager – Mid West

Division: Financial Services

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 Mid West region.

This is a senior role that combines personal client production with Regional Leadership responsibility. The successful candidate will be accountable for delivering personal revenue targets while also supporting, coaching and developing a team of financial planners across the region.

The role will suit a proven financial planning professional who is technically strong, commercially driven and energised by building relationships, growing local networks and leading others to achieve high standards of performance.

As Regional Financial Planning Manager you will play a key role in executing company strategy locally, driving business development and ensuring 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, delivering holistic financial planning advice across pensions, investments, protection and retirement planning.
• Lead the Regional Financial Planning agenda against the assigned Region, taking ownership for Regional income delivery, opportunity conversion and adviser performance.
• Manage, coach and develop financial planners within the region, creating a strong culture of accountability, professionalism and continuous improvement.
• Support planners on complex, high-value or strategically important client cases, helping to deliver strong client outcomes and commercial results.
• Build and deepen relationships with local professional introducers, community contacts and key stakeholders to support Regional growth.
• Drive the local execution 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.
• Technical expertise across pensions, investments, protection, retirement planning and holistic financial planning.
• Experience leading, coaching and developing advisers or planners, with the ability to drive performance and accountability.
• Commercially focused, entrepreneurial 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 Region, with an established local network considered a distinct advantage.

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.

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