Financial Planner

4 weeks ago

Dublin, Dublin City, Ireland Prosperous Financial Planning Full time
Job Title: Financial Planner Reporting to: Premier Planning Manager Department: Planning Prosperous 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.

Key Responsibilities: Managing the client journey for both new and existing clients Onboard all new clients and continue to maintain strong relationships throughout their journey with Prosperous Financial Have a holistic approach to the clients needs and provide solutions that support their financial objectives Provide expert advice on a number of key areas which will enhance the clients financial wellbeing Service our existing clients through annual reviews and ongoing communications Skills And Experience: Certified Financial Planner (CFP) is essential Excellent knowledge of financial services along with the ability to create a financial plan based around the clients goals and ambitions Strong communicator with the ability to interact with clients in a professional manner Ability to work as part of a team and cross functionally Knowledge of Wealth Track and Voyant would be a significant advantage Why work with us: Excellent remuneration package and competitive commission structure Hybrid, flexible working model (4 days from home / 1 day in office) 25 days annual leave Employer pension contributions up to 10% Income Protection / Death In Service Recognised as a Great Place to Work 2024/2025 and a Best Workplace 2025 To Apply Please forward your CV via the APPLY Now button below.

  • Financial Planner

    7 days ago

    Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    Job Title: Financial Planner Reporting to: Premier Planning Manager Department: Planning About 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...

  • Expert Financial Planner

    2 weeks ago

    Dublin, Dublin City, Ireland beBee Careers Full time

    Financial Planning ProfessionalWe are seeking an Experienced and Ambitious Financial Planner to join our expert team in providing holistic financial planning advice.Identify clients' financial planning needs and provide professional advice accordingly.Make recommendations and provide solutions tailored to clients' requirements.Ensure timely and efficient...

  • Assistant Financial Planner Professional

    7 days ago

    Dublin, Dublin City, Ireland beBee Careers Full time

    Financial Planning AssistantThis is an outstanding opportunity to develop your skills in a fast-paced environment. As a Financial Planning Assistant, you will work closely with our team of financial planners, providing quality customized support to meet client needs.Main responsibilities include:Assisting financial planners in formulating and documenting...

  • Financial Planner

    3 weeks ago

    Dublin, Dublin City, Ireland Advisor Employee Services Full time

    Social network you want to login/join with:Financial PlannerOur well-established and growing financial planning firm is seeking to add a Financial Planner to our team Our firm has a proven marketing and operations system, which has allowed us to steadily increase our client base and attract additional advisors. We are a fast-paced, mission-driven company...

  • Financial Planner

    5 days ago

    Dublin, Dublin City, Ireland beBeeFinance Full time

    Job Title: Financial PlannerWe are seeking a skilled and motivated Financial Planning professional to join our team. This is an excellent opportunity for an experienced finance expert to contribute to the success of our organization.The role offers the chance to engage in strategic financial planning, enhance governance processes, and support the development...

  • Financial Planner Support Specialist

    6 days ago

    Dublin, Dublin City, Ireland beBee Careers Full time

    Job DescriptionThis is a unique opportunity to develop your skills in financial planning and client facing abilities. As a Paraplanner, you will work closely with a team of financial planners to provide quality support to clients.Main Responsibilities:Assisting financial planners in the formulation and documentation of financial plans for clients from...

  • Financial Planner

    2 weeks ago

    Dublin, Dublin City, Ireland Irish Pensions & Finance Full time

    Direct message the job poster from Irish Pensions & FinanceManaging Director at Irish Pensions & FinanceThe Role.For those interested in a career as a Financial Advisor, IPF is the place to be. We pay our people more, train them better, and invest more in their careers than any other financial institution or company in Ireland. We have a proud history of...

  • Senior Financial Planner

    2 weeks ago

    Dublin, Dublin City, Ireland Eirkoo Full time

    4 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.This range is provided by Eirkoo. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeDirect message the job poster from EirkooAssociate Director | Recruiting Top Talent within Financial...

  • Senior Financial Planner

    5 days ago

    Dublin, Dublin City, Ireland beBeeFinancial Full time

    Our organization is seeking a talented and driven individual to fill the role of Financial Planning Specialist. This position involves providing complex advice to customers, working with regional and local management, and developing relationships with key stakeholders.Key Responsibilities:Provide comprehensive financial planning services to affluent...

  • Financial Planner

    2 weeks ago

    Dublin, Dublin City, Ireland beBee Careers Full time

    Cost Planner Role SummaryWe are seeking a highly skilled Cost Planner to support the delivery of pre-contract quantity surveying services on residential development projects.This role will involve working closely with a Senior Cost Planner to shape project decisions from feasibility to pre-construction.The successful candidate will have a minimum of 2 years'...