Senior Financial Advisor

2 days ago

Dublin, Ireland Uniting Holding Full time

OverviewJob Title:Financial AdvisorReporting to:Choice Sales ManagerDepartment:PlanningAbout Prosperous Financial:At 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 Role:We have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial.As a Choice Advisor you are responsible for both new and existing Prosperous Financial clients.You will ensure our existing clients continue to get expert advice and you will meet with a steady flow of new clients coming onboard as they start their journey with us.Further details on our Choice service can be found in our materials.ResponsibilitiesManaging the client journey for both new and existing clientsAbility to assess and analyse clients' financial circumstances to determine their requirementsMake recommendations, share expert advice and provide solutions to clientServing our existing clients through annual reviews and ongoing communicationsCollate all client information into relevant files while maintaining a high level of complianceQualificationsQFA designation is essentialExpert knowledge of investments, pensions, protection and savings productsConfident interacting with clients in a professional mannerResults-driven & objective focusedAbility to work as part of a team and cross functionallyKnowledge of Online Application and Voyant would be a significant advantageWorking towards becoming a CFP® would be an advantageWhy work with usExcellent remuneration packages and attractive 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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