Financial Planning Manager

About Us:At Prosperous Financial Planning, we're passionate about helping individuals achieve their financial goals. With a strong focus on client-centric service, we deliver personalized advice and solutions that make a real difference in people's lives.Your Role:We're looking for a seasoned Financial Planning Expert to join our team. As a trusted advisor,...

Job Title: Financial Services Sales Manager Reporting to: Head Of Financial Planning Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly motivated Financial Services Sales Manager, to lead our Choice service offering. The Sales Manager plays a crucial role in the organisation and will lead a team of 5 Financial...

Job Title: Senior Financial Planner Reporting to: Premier 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...

About the RoleWe are seeking a seasoned Paraplanning Manager whose core values align with ours and who understands the importance of holistic lifestyle financial planning.Key ResponsibilitiesCreate and manage a high-performing paraplanning team that works directly with Financial Planners to achieve company objectives.Achieve business targets set out by the...

Job Title: Senior Financial Planner Reporting to: Premier 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...

Job Title: Senior Financial PlannerReporting to: Premier & Choice ManagerDepartment: PlanningProsperous 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...

Company OverviewWe are Prosperous Financial Planning, a leading financial services provider with a commitment to excellence in client centric service. We are seeking an ambitious and highly motivated Financial Services Sales Manager to lead our Choice service offering.

Salary and BenefitsCompetitive remuneration packageHybrid working model (4 days from home / 1 day in office)25 days annual leaveEmployer pension contributions up to 10%Income Protection / Death In Service

Job Title: Senior Financial Advisor Reporting to: Premier & Choice Manager Department: Planning 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...

Join Our Team:We're seeking an experienced Chief Wealth Strategist to lead our financial planning team. As a senior advisor, you'll be responsible for developing and implementing comprehensive wealth strategies that meet the evolving needs of our clients. Your expertise will help us deliver exceptional service and results-driven outcomes.Key...

We are seeking a skilled Paraplanner to join our team at Prosperous Financial. As a key member of our financial planning process, you will assist experienced financial planners in creating tailored plans for their clients.Key Responsibilities:Supporting financial planners throughout the financial planning processIdentifying strategies to align with client...

Job Title: Senior Financial AdvisorReporting to: Premier & Choice ManagerDepartment: PlanningWe 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...

Join our esteemed team at Prosperous Financial and become a key player in shaping the future of financial services.We require a seasoned Senior Financial Planner who can provide expert guidance to clients and contribute to the success of our organization.Main accountabilities and responsibilities:Design and implement bespoke financial solutions tailored to...

Required Skills and Qualifications:Certified Financial Planner (CFP) or currently obtaining the qualificationExcellent knowledge of financial services and ability to create financial plansStrong communication skills with professional interactionAbility to work as part of a team and cross functionally

Sales Management Lead and motivate the team to meet and exceed sales targets on a daily, weekly and monthly basis. Monitor sales performance and provide regular reports to the Head of Financial Planning. Develop and implement sales strategies to achieve company goals.

Job DescriptionKey Responsibilities:Manage client relationships and journeys for new and existing clientsOnboard new clients and maintain strong relationships throughout their journeyProvide expert advice on key areas to enhance client financial wellbeingService existing clients through annual reviews and ongoing communications

Key Responsibilities Build and maintain strong relationships with key stakeholders both internally and externally. Address client inquiries and resolve issues in a timely manner. Ensure high levels of customer satisfaction and retention by delivering excellence at every touch point. Oversee financial transactions and ensure compliance with regulations at all...

Job DescriptionThis role requires a highly proactive Senior Certified Financial Planner who can manage client relationships, provide expert advice, and contribute to business growth.Main Responsibilities:Develop and implement comprehensive financial plans for clients.Collaborate with cross-functional teams to deliver excellent client experiences.Stay...

Company OverviewWe are Prosperous Financial Planning, a leading provider of holistic financial solutions. Our mission is to empower individuals and families to achieve their long-term financial goals.

At Unio Financial Services Ltd, we take pride in being a trusted partner for individuals and businesses seeking expert Wealth Management guidance. Our experienced team, covering Dublin, Cork, and Limerick, delivers bespoke solutions for clients across various sectors.With a proven track record in private wealth management and employee benefit consultancy, we...