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Senior financial planner

SYS Financial Limited
Financial planner
Posted: 4 June
Offer description

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. Skills: Financial Planning investment Relationship Building Client Service Benefits: Group Life Assurance Study Assistance Laptop Pension Fund Performance Bonus Mobile Phone Meal Allowance / Canteen

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