Senior Financial Planner – Personal Financial Planning

About the Role

SYS Financial is a premier provider of tailored financial services across Ireland. Since our founding in 2015, we have grown to manage €600 million in client assets. By the end of 2025, we expect to oversee €1 billion in client assets. We deliver expert financial guidance to employers, individuals and families, ensuring long-term financial security and prosperity. SYS Financial is fully regulated by the Central Bank of Ireland.

Role Overview

We are seeking a highly motivated and experienced Senior Financial Planner to join our Personal Financial Planning team. You will work with individuals, families and business owners, providing expert advice across retirement planning, investment strategies, protection, inheritance planning and savings.

Key Responsibilities

• Build and maintain long-term client relationships through proactive financial reviews and personalised planning.
• Deliver holistic financial advice tailored to clients’ short- and long-term goals.
• Collaborate with internal specialists to ensure the best outcomes across pensions, investments and protection.
• Proactively seek new opportunities and referrals through networking and relationship building.

Requirements

• QFA qualification is essential, RPA/CFP designation advantageous.
• 5+ years’ experience in a financial planning or advisory role.
• Deep knowledge of pensions, protection, investments and financial planning strategies.
• Exceptional interpersonal and communication skills.
• Ability to work independently while contributing to a collaborative team.

Why Join SYS Financial?

• Competitive salary, one of the most competitive bonus structures in the industry, employer pension contributions, life insurance, volunteer days and more.
• We support your professional growth by offering paid access to educational courses and certifications to help you advance in your career.
• Direct access to some of the most experienced professionals in the Irish financial services industry.
• 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.
• Play a crucial role in helping clients achieve financial success, all while advancing your career in a respected industry.