We are seeking an experienced Director of Financial Planning to join our growing Financial Planning team, delivering services to clients across Ireland. This role presents an excellent opportunity to play a leadership role within one of Ireland’s fastest-growing professional services firms. The successful candidate will work closely with the Head of Financial Planning, helping shape the next phase of growth, operational excellence, and client impact across the region.
Key Responsibilities:
- Team Leadership & Performance Management: Lead, manage, and develop the Financial Planning team to deliver high-quality client service and strong performance outcomes.
- Financial Planning & Forecasting: Oversee the delivery of accurate and timely financial planning advice and ensure high standards in financial strategies developed for clients.
- Business Development & Marketing: Support and lead relevant marketing and client engagement initiatives to strengthen relationships and grow the financial planning client base.
- Risk Management, Compliance & Regulatory Oversight: Ensure all financial planning activities adhere to regulatory requirements, internal policies, and industry best practice.
- Relationship Management: Develop and nurture effective partnerships with Partners to support business and client objectives.
You will have:
- A QFA qualification.
- A minimum of 10 years’ experience in the financial services industry, in a Senior Leadership role.
- Proven track record in financial planning, wealth management, or advisory services, ideally within professional services.
- Experience leading and developing teams and managing client relationships.
- Strong background in budgeting, forecasting, and financial strategy.
- Leadership, stakeholder management, and influencing skills.
- Excellent communication and ability to simplify complex financial concepts.
- Commercially aware with understanding of risk, compliance, and regulatory frameworks.
- Strategic thinker, focused on growth, operational excellence, and client outcomes.
- Proactive, results-driven, and adaptable.
- High integrity and professionalism.
