15h Left: Head of Life

4 weeks ago

Dublin, Dublin City, Ireland 360 Search Full time

360 Search are hiring for a Head of Financial Planning to support a growing Wealth & Financial Planning team. This role is critical in providing high-quality financial advice while managing and supporting an existing team of Private Client Consultants, with plans to grow and develop the team further. The Hiring Firm are well-established and have experienced immense growth in Ireland across Financial Planning & Employee Benefits, along with other core areas. The job: Lead, mentor, and develop a team of Private Client Consultants, ensuring consistent growth and high performance Conduct regular one-on-one meetings to set objectives, review performance, and provide coaching to improve client service and revenue generation Develop and implement best practices for financial planning and advisory services within the team Manage team schedules, including holiday approvals and workload distribution, to ensure seamless client service Identify training opportunities to keep the team updated on industry trends and regulatory changes Foster a collaborative and accountable team culture focused on excellence Answer and guide team members on their client technical queries, positioning, and financial plans Manage and expand a personal portfolio of high-net-worth clients, providing expert financial planning services, including estate planning, investment strategies, retirement planning, and risk management Drive business growth through a mix of fee-based financial planning and commission-based product recommendations (pensions, investments, and life assurance) The candidate: Excellent interpersonal, communication, and relationship management skills. Ability to balance leadership responsibilities with personal client engagement to drive both team and business growth. Proficiency in financial planning software, particularly Voyant Certified Financial Planner (CFP) Proficiency in financial planning software, particularly Voyant. A minimum of a bachelors degree in finance, Economics, Business, or a related field. Proven leadership experience in financial advisory or wealth management, with a focus on motivating and developing teams. Tax qualification is desirable Full drivers license Skills: People Management New Business Development Sales Management Financial Planning Financial Advisor

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    Dublin, Dublin City, Ireland beBeeFinancialController Full time €100,000 - €120,000

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    4 weeks ago

    Dublin, Dublin City, Ireland The Wright Group Full time

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    3 weeks ago

    Dublin, Dublin City, Ireland Royal College of Surgeons (RCSI) Full time

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    Dublin, Dublin City, Ireland Schoolhouse Hotel Full time

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    2 weeks ago

    Dublin, Dublin City, Ireland Ramboll Full time

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    Dublin, Dublin City, Ireland U.S. Bank Full time

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    7 days ago

    Dublin, Dublin City, Ireland U.S. Bank Full time

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    7 days ago

    Dublin, Dublin City, Ireland U.S. Bank Full time

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    2 weeks ago

    Dublin, Dublin City, Ireland BrandTactics Full time

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