Financial Advisor

3 weeks ago

Dublin, Dublin City, Ireland Prosperous Financial Full time

Direct message the job poster from Prosperous Financial

No.1 Bestselling Author | Host of How to be Good with Money on RTÉ One | Private Consultations with Prosperous Financial | Corporate Speaker |

Reporting to: 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 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 at Prosperous Financial Choice Service.

Key Duties:

  1. Managing the client journey for both new and existing clients
  2. Ability to assess and analyse clients' financial circumstances to determine their requirements
  3. Make recommendations, share expert advice and provide solutions to client
  4. Serving our existing clients through annual reviews and ongoing communications
  5. Collate all client information into relevant files while maintaining a high level of compliance

Required skills and experience:

  1. QFA designation is essential
  2. Expert knowledge of investments, pensions, protection and savings products
  3. Confident interacting with clients in a professional manner
  4. Results-driven & objective focused
  5. Ability to work as part of a team and cross functionally
  6. Knowledge of Wealthtrack and Voyant would be a significant advantage

Why work with us:

  1. Excellent remuneration package and attractive commission structure
  2. Hybrid, flexible working model (4 days from home / 1 day in office)
  3. 25 days annual leave
  4. Employer pension contributions up to 10%
  5. Income Protection / Death In Service
  6. Recognised as a Great Place to Work 2024/2025 and a Best Place To Work 2025
Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

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