Senior Financial Advisor

3 weeks ago

Dublin, Dublin City, Ireland Prosperous Financial Planning Limited Full time

Reporting to: Head Of Financial Planning

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 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 Senior Qualified Financial Advisor (QFA) to join our team at Prosperous Financial.

As a Senior Financial 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.

Key Responsibilities
  • Managing the client journey for both new and existing clients
  • Ability to assess and analyse clients' financial circumstances to determine their requirements
  • Make recommendations, share expert advice and provide solutions to client
  • Serving our existing clients through annual reviews and ongoing communications
  • Collate all client information into relevant files while maintaining a high level of compliance
Skills And Experience
  • QFA designation is essential
  • Expert knowledge of investments, pensions, protection and savings products
  • Confident interacting with clients in a professional manner
  • Results-driven & objective focused
  • Ability to work as part of a team and cross functionally
  • Knowledge of CRM systems and Voyant would be a significant advantage
  • Working towards becoming a CFP would be an advantage
Why work with us
  • Excellent remuneration packages and attractive 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
Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Finance and Sales

Location: Dublin, County Dublin, Ireland

Salary: €95,000.00-€115,000.00

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