Financial Planning Team Manager

4 days ago

Dublin, Dublin City, Ireland 360 Search Full time

360 Search are delighted to be working alongside one of Ireland's leading Financial Advisory and Employee Benefits Advisory Firms in hiring for a newly created position within their Private Clients Division. This position has been created due to current company needs and continued growth plans of the firm. The successful individual will assist in leading and expanding the Private Client Team. You will be responsible for providing high-quality financial advice to Clients whist managing and supporting an experienced team of Private Client Consultants. The Role: 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) 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 The Requirements: First and foremost, proven success in a Financial Planning Consultant position, providing high quality and technical advice to Clients. Proven leadership experience in financial advisory or wealth management, with a focus on motivating and developing teams. Proven ability to balance leadership responsibilities with personal client engagement to drive both team and business growth. Excellent interpersonal, communication, and relationship management skills. Certified Financial Planner (CFP) Proficiency in financial planning software, particularly Voyant. Tax qualification is desirable. Full drivers license. The Benefits: Competitive salary Strong earning potential through uncapped commission structure Extensive Benefits package including; Company Pensions, Life & IP, Health Insurance Educational support Hybrid working People First culture Much more

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