Financial Planner

2 weeks ago

Dublin, Ireland Uniting Holding Full time

Job Title:Financial PlannerReporting to:Premier Planning ManagerDepartment:PlanningAbout Prosperous FinancialAt Prosperous Financial, we empower individuals and households to make confident, informed financial decisions.Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession strategies.We pride ourselves on clarity, integrity and a deep commitment to long-term relationships.We believe great advice changes lives and we're proud to foster a workplace where trust, growth and shared success are at the heart of everything we do.About The RoleProsperous Financial has an exciting opportunity for an ambitious, highly proactive Senior Certified Financial Planner (CFP®) to join our team at Prosperous Financial.We have a client centric approach which involves you guiding the client along the path of their financial journey, to support them in achieving their financial goals.The individual we are seeking aligns with our core values and understands the importance of the holistic lifestyle financial planning approach we take.Further details on our Premier service can be found at /Key ResponsibilitiesManaging the client journey for both new and existing clientsOnboard all new clients and continue to maintain strong relationships throughout their journey with Prosperous FinancialHave a holistic approach to the clients needs and provide solutions that support their financial objectivesProvide expert advice on a number of key areas which will enhance the clients financial wellbeingService our existing clients through annual reviews and ongoing communicationsSkills And ExperienceCertified Financial Planner (CFP®) is essentialExcellent knowledge of financial services along with the ability to create a financial plan based around the clients goals and ambitionsStrong communicator with the ability to interact with clients in a professional mannerAbility to work as part of a team and cross functionallyKnowledge of WealthTrack and Voyant would be a significant advantageWhy work with usExcellent remuneration package and competitive commission structureHybrid, flexible working model (4 days from home / 1 day in office)25 days annual leaveEmployer pension contributions up to 10%Income Protection / Death In ServiceRecognised as a Great Place to Work ********* and a Best Workplace ****#J-*****-Ljbffr

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