Strategic Leader

1 week ago

Dublin, Dublin City, Ireland beBeeLeadership Full time €120,000 - €140,000
Job Opportunity
Are you a seasoned leader with expertise in wealth management and financial planning? We are seeking an experienced individual to join our team as a Head of Wealth and Financial Planning.
As the Head of Wealth and Financial Planning, you will be responsible for leading a team of Private Client Consultants and providing expert financial advice to high-net-worth clients. You will also be responsible for managing a portfolio of clients, developing and implementing best practices for financial planning and advisory services within the team, and identifying training opportunities to keep the team updated on industry trends and regulatory changes.
Key Responsibilities:
  • Lead and mentor a team of Private Client Consultants to ensure 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.
  • Identify training opportunities to keep the team updated on industry trends and regulatory changes.
  • 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 mission-based product recommendations.
Requirements:

To succeed in this role, you will need:

  • 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).
  • Expertise in personal taxation, including Capital Gains Tax (CGT) reliefs, termination payments, and wealth structuring strategies.
  • A minimum of a bachelor's 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.
What We Offer:

We offer a range of benefits to support your wellbeing and career development, including:

  • Matched employer pension contributions.
  • Life Assurance and Group Life Insurance.
  • Lifestyle discounts for well-known brands.
  • Opportunity for hybrid working.
  • Generous annual leave allowance.
  • Comprehensive private healthcare.
  • Healthcare cash plan.
  • Additional days off throughout the year to focus on your wellbeing.

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