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Job Description
Head of Financial Planning role at a dynamic Wealth Management and Financial Planning business in Dublin
Lead a team of financial advisors, drive revenue growth, and ensure compliance with regulatory standards
- Leadership & Team Management:
- Lead, motivate, train, and develop a team of financial advisors
- Set individual performance targets for revenue generation and compliance
- Mentor and guide the team for professional growth and client success
- Sales Management:
- Drive departmental revenue performance to meet or exceed business targets
- Develop and implement strategies to increase business opportunities and revenue growth
- Compliance Oversight:
- Ensure the team meets compliance targets in accordance with regulatory standards
- Collaborate with the compliance team to establish robust processes for managing client documentation
- Client Engagement & Relationship Management:
- Promote client-centric approaches to financial planning and ensure high levels of client satisfaction
- Lead by example in maintaining strong relationships with key clients and identifying new business opportunities
- Strategic Planning & Reporting:
- Develop and execute the strategic plan for the Financial Planning department
- Provide regular reports to the Financial Services Director on departmental performance
- Training & Development:
- Identify training needs within the team and implement programs to address gaps in skills or knowledge
- Foster a culture of continuous learning and professional development
Requirements:
- Minimum 8 years of experience in financial planning or wealth management
- At least 2 years in a leadership role
- Qualified Financial Advisor (QFA) designation or equivalent required
Benefits:
- Competitive salary and bonus structure
- Employee Benefits package - Pension, Life and Income Protection
- Opportunities for professional development and career advancement
Skills:
- Sales Management
- Financial Advisor
- Financial Planning
- Sales
- Business Development