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We are seeking an experienced Director of Financial Planning to join our expanding team, delivering comprehensive financial advisory services to clients across Ireland. This is a high-level leadership opportunity within one of the country's fastest-growing professional services firms. The successful candidate will work directly with the Head of Financial Planning to shape the next phase of growth, drive operational excellence, and enhance client impact. This role is designed for a strategic leader capable of managing high-level stakeholder relationships while overseeing the delivery of sophisticated financial strategies.
Job Responsibility:
Lead, manage, and mentor the Financial Planning team
Drive a culture of excellence to ensure high-quality service delivery and strong performance outcomes
Oversee the delivery of accurate, timely, and sophisticated financial planning advice, ensuring that client strategies are robust and forward-thinking
Lead marketing and client engagement initiatives to strengthen existing relationships and aggressively grow the firm's financial planning client base
Ensure all activities adhere strictly to Central Bank regulations, internal compliance policies, and industry best practices
Develop and nurture effective internal partnerships with Firm Partners to align financial planning services with broader business and client objectives
Requirements:
Full QFA (Qualified Financial Adviser) qualification is essential
A minimum of 10 years' experience within the financial services industry, with a significant portion in a Senior Leadership capacity
Proven success in financial planning, wealth management, or advisory services, ideally within a professional services or multi-disciplinary firm
6 years pqe plus
Nice to have:
SIA or CFP designations would be highly advantageous