Head of Financial Planning We are hiring for a Director of Financial Planning on behalf of our client, a specialised Wealth Management firm based in Dublin City Centre. 

Key Duties;
  • Lead and manage wealth division
  • Grow the wealth / life & pension book of business 
  • Recruit where necessary and take part in management meetings, and strategy implications for the business
  • Monitor team targets and carry out reviews with sales staff
  • Ensure all files are in compliance with policies and procedures
Ideal Profile;
  • Must hold the QFA and RPA / CFP Qualifications 
  • Strong life and pension knowledge
  • At least 5 years experience in a financial sales / planning role
  • Broker experienced is required
  • A proven track record of meeting time targets
  • Experience leading a team within the financial services industry
  • Strong sales person and leadership skills
  • Target driven and ability to motivate self and others

Please send your CV to nmccabe@eirkoo.ie if you are interested in being put forward for this role. Phone (01) 699 1200 and ask for Nikki if you would prefer to have a confidential chat.
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Key Job Specs

  • Listed: 14 Jun 2024
  • Location: Dublin City Centre
  • Work Type: Permanent / Full Time

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