Financial Planning Manager

We are hiring for our client, who is seeking a Financial Planning Manager to lead a regional team while continuing to advise their own clients. This is an opportunity for an experienced planner who enjoys developing people, building relationships and shaping the growth of a financial planning business.

The Financial Planning Manager will have responsibility for personal and regional performance, combining holistic client advice with coaching and commercial leadership.

Top 3 Things to Know About This Job

1. Combine client-facing financial planning with regional team leadership.

2. Hybrid working, with responsibility for an assigned region in Ireland.

3. Competitive salary and bonus, alongside pension, life insurance and income protection.

The Role

• Manage and grow a personal portfolio, advising on pensions, investments, protection and retirement planning.

• Deliver personal income and business development targets through client relationships, referrals and new business.

• Lead regional income delivery, opportunity conversion and adviser performance.

• Coach financial planners, support them on complex cases and address development needs.

• Build relationships with professional introducers and other regional contacts.

• Maintain strong advice, compliance and governance standards.

The Person

• QFA and CFP qualified, with a strong background in financial planning or wealth advice.

• A proven record of generating business and delivering against personal targets.

• Experience coaching or leading advisers, or clear evidence of the ability to do so.

• Strong technical knowledge, commercial judgement and an understanding of Irish financial services regulation.

• Based within the assigned region; an established local network would be an advantage.

The Reward

Alongside a competitive salary and bonus structure, the package includes employer pension contributions, life insurance and income protection. The client also supports further education and professional development. The role offers scope to influence regional growth while remaining close to clients and their financial goals.

Next Steps

To discuss this Financial Planning Manager opportunity confidentially, contact Connor Donaghy at Hunter Savage. We can talk through the regional remit, package and what the client is looking for before you decide whether to apply.

Hunter Savage is a specialist recruitment consultancy connecting accountancy, finance and financial services professionals with opportunities across the UK and Ireland.