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Senior Financial Planner – Personal Financial Planning

1 month ago

Dublin, Dublin City, Ireland SYS Financial Full time

1 day ago Be among the first 25 applicants

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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 assets and serve 8,000 clients. By 2025, we expect to oversee €1 billion and support over 10,000 clients. 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

  • 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 (€55,000 to €75,000 plus depending on experience), 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.
  • 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.
Seniority level
  • Seniority levelMid-Senior level
Employment type
  • Employment typeFull-time
Job function
  • Job functionFinance and Sales

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