About SYS Financial
SYS Financial is a premier provider of tailored financial services across Ireland. Since our founding in 2015, we have grown to manage €600 million in assets and serve 8,000 clients. By 2025, we expect to oversee €1 billion and support over 10,000 clients. We deliver expert financial guidance to employers, individuals and families, ensuring long-term financial security and prosperity. SYS Financial is fully regulated by the Central Bank of Ireland.
Role Overview
We are seeking a highly motivated and experienced Senior Financial Planner to join our Personal Financial Planning team. You will work with individuals, families, and business owners, providing expert advice across retirement planning, investment strategies, protection, inheritance planning, and savings.
Key Responsibilities
- Build and maintain long-term client relationships through proactive financial reviews and personalised planning.
- Deliver holistic financial advice tailored to clients’ short- and long-term goals.
- Collaborate with internal specialists to ensure the best outcomes across pensions, investments, and protection.
- Proactively seek new opportunities and referrals through networking and relationship building.
Requirements
- QFA qualification is essential, RPA/CFP designation advantageous.
- 5+ years' experience in a financial planning or advisory role.
- Deep knowledge of pensions, protection, investments, and financial planning strategies.
- Exceptional interpersonal and communication skills.
- Ability to work independently while contributing to a collaborative team.
Why Join SYS Financial?
- Competitive salary, one of the most competitive bonus structures in the industry, employer pension contributions, life insurance, volunteer days, and more.
- We support your professional growth by offering paid access to educational courses and certifications to help you advance in your career.
- Be part of a supportive, team-oriented environment where respect and integrity are paramount.
- SYS Financial is committed to your professional development, offering clear career progression, and advancement opportunities.
- Play a crucial role in helping clients achieve financial success, all while advancing your career in a respected industry.
Job Types: Full-time, Permanent
Pay: €50,000.00-€65,000.00 per year
Additional pay:
- Bonus pay
- Commission pay
- Performance bonus
Benefits:
- Bike to work scheme
- Company events
- Company pension
- Employee assistance program
- Free or subsidised travel
- Sick pay
Schedule:
- Monday to Friday
Experience:
- Financial planning: 5 years (required)
Language:
- English (required)
Licence/Certification:
- Drivers Licence (required)
Work authorisation:
- Ireland (required)
Work Location: Hybrid remote in Nenagh, CO. Tipperary
Reference ID: SYSFINPLA