Financial Advisor

7 days ago

Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

Join our team of ambitious financial advisors at Prosperous Financial Planning. We have an exciting opportunity for a highly proactive Qualified Financial Advisor (QFA) to join our Choice Team.

Your primary responsibility will be to manage the client journey for both new and existing clients, ensuring they receive expert advice and guidance on their financial circumstances.

  • Assess and Analyze Client Circumstances: Utilize your expertise to determine clients' requirements and make informed recommendations.
  • Expert Advice and Solutions: Provide tailored solutions to meet clients' needs, while maintaining a high level of compliance.
  • Collate Client Information: Organize and maintain accurate files for all clients, adhering to industry standards.

To succeed in this role, you will need:

  • QFA Designation: Essential qualification for the position.
  • Investment Knowledge: Expert understanding of investments, pensions, protection, and savings products.
  • Client Interaction: Confidently communicate with clients in a professional manner.
  • Results-Driven: Objective-focused approach to delivering exceptional results.
  • Teamwork: Ability to collaborate with colleagues and work cross-functionally.

We offer a range of benefits, including:

  • Competitive Remuneration: Excellent packages and attractive commission structure.
  • Flexible Working: Hybrid model with 4 days from home and 1 day in office.
  • Annual Leave: 25 days per year.
  • Pension Contributions: Employer contributions up to 10%.
  • Income Protection: Death In Service benefit.
  • Award-Winning Workplace: Recognized as a Great Place to Work 2024/2025 and Best Workplace 2025.

To apply, please forward your CV via the designated application process.

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