Head of Financial Services
- Hiring from
- Ireland
- Work type
- Hybrid
- Posted
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| €150,000 OTE | Hybrid working
This is an opportunity for an ambitious, commercially minded Financial Advisor to take the next step in their career and move into a Head of Financial Services role, combining personal business development with leadership, mentoring and the opportunity to shape the future growth of an established financial services business.
For someone who enjoys writing business, building client relationships and making things happen, but is ready for more responsibility and influence, this role offers the best of both worlds.
You will take ownership of an established financial planning business, with responsibility for driving its commercial performance, developing new opportunities and building on a strong reputation in the market. You will have access to a steady flow of leads from an established mortgage advisory operation, while also being expected to generate your own opportunities, develop relationships and grow your own client book.
Alongside your own business development, you will coach and mentor team members, support their professional development and help build a high-performing, commercially focused financial services team.
This is a hands-on leadership role for someone who wants to remain close to clients and the business while developing into a broader leadership position.
Six-figure basic salary and €150,000 OTE, offering a significant earning opportunity for the right person.
An established business with a strong reputation, backed by the longevity and credibility of a well-regarded organisation.
A strong pipeline of opportunities, including leads generated through an established mortgage advisory team of approximately 25 Mortgage Advisors.
The opportunity to build your own business, generate new leads, develop client relationships and write business across financial planning and protection.
Leadership and career progression, with the opportunity to step into a Head of Financial Services position and develop your management and commercial leadership experience.
A genuine opportunity to make an impact, shaping business development, coaching colleagues and helping drive future growth.
Hybrid working, with Tuesdays and Wednesdays in the office and three days working from home. During the initial onboarding period, there will be a greater office presence, typically four days per week.
The position combines personal business development and financial advice with responsibility for the leadership and commercial development of the financial planning business.
Develop and manage your own portfolio of clients across financial planning, protection, pensions, savings and investments, within your qualifications and regulatory authorisations.
Generate your own leads and develop new business opportunities through networking, referrals and relationship building.
Convert opportunities generated through the wider mortgage advisory operation into meaningful, long-term client relationships.
Take ownership of the sales process, from initial engagement and fact-finding through to recommendation, implementation and ongoing client service.
Build strong relationships with clients and product providers, delivering quality advice and developing a sustainable pipeline of business.
Work towards agreed personal production and revenue targets, with the opportunity to build significant earnings through performance.
Take responsibility for the day-to-day management and commercial performance of an established financial planning business.
Help develop and implement the business plan, identifying opportunities to increase revenue, improve productivity and expand the client base.
Monitor sales activity, pipelines, conversion rates and business performance, ensuring opportunities are progressed effectively.
Identify opportunities to strengthen referral arrangements and maximise the potential of the wider organisation's existing customer base.
Work closely with senior management to develop the business and contribute to its longer-term growth strategy.
Identify opportunities to improve processes, client engagement and the overall effectiveness of the financial services operation.
Coach and mentor financial advisers and team members, helping them develop their technical knowledge, commercial confidence and business development skills.
Provide guidance on sales activity, pipeline management, client engagement and converting opportunities into completed business.
Support team members in achieving their individual targets while building a collaborative, high-performing culture.
Identify development needs and help colleagues realise their potential.
Lead by example, combining your own personal production with the ability to develop and motivate others.
Deliver high-quality financial advice across protection, pensions, savings and investments, within the scope of your qualifications and authorisations.
Maintain strong client relationships, ensuring recommendations are appropriate to individual needs and circumstances.
Uphold the highest standards of regulatory compliance, professional conduct and client service.
Work within established advice and product-provider arrangements, ensuring all business is conducted in accordance with regulatory requirements.
This opportunity will appeal to an experienced Financial Advisor who is commercially hungry, enjoys writing business and is ready to take the next step into leadership.
You may already be a Senior Financial Advisor within a brokerage or financial planning firm, with a strong track record of generating business and developing client relationships. You may now be looking for the opportunity to take on greater responsibility, mentor others and influence the direction of a business without moving completely away from personal production.
Equally, you may already have some team leadership experience and be ready for a broader Head of Financial Services position.
What matters most is your commercial drive, your ability to build relationships and your appetite to develop both yourself and the business around you.
You will ideally bring:
QFA qualification with up-to-date CPD and the relevant qualifications and authorisations to advise across the required product areas.
A proven track record in financial advice, ideally within a brokerage, intermediary or financial planning environment.
Strong personal business development skills, with the ability to generate leads, convert opportunities and build a sustainable client book.
A transactional, results-focused mindset, with the drive to achieve targets and maximise commercial opportunities.
The ability to coach, mentor and develop colleagues, or the ambition and capability to step into this responsibility.
Strong commercial awareness and the ability to see the bigger picture beyond your own individual sales performance.
Excellent communication, relationship management and organisational skills.
We are looking for someone who is hungry to succeed, commercially astute and motivated by the opportunity to build something bigger.
You will be comfortable taking ownership, generating your own business and working with leads provided by the wider organisation. You will understand that successful leadership means more than hitting your own numbers; it means helping others perform, identifying opportunities and contributing to the overall success of the business.
This is an opportunity for someone who wants to combine earning potential with career development, take on genuine responsibility and build towards a senior leadership career within financial services.
If you are an ambitious Senior Financial Advisor ready to step up, this could be the opportunity you've been waiting for.
