Financial Planner
4 days ago
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.
Reporting to:Premier Planning Manager
Department:Planning
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
- 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 WealthTrack and Voyant would be a significant advantage
- 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
Mid-Senior level
Employment type:Full-time
Job function:Finance and Sales
#J-18808-Ljbffr-
Senior Financial Planner
3 weeks ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob 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...
-
Senior Financial Planner
1 week ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob 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...
-
Senior Financial Planner
3 weeks ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob 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...
-
Senior Financial Planner
3 days ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob 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...
-
Senior Financial Planner
1 week ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeProsperous Financial has an exciting opportunity for an ambitious, highly proactive 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...
-
Financial Planning Associate
7 days ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeWe 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...
-
Holistic Financial Support Specialist
7 days ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeProsperous Financial is seeking a motivated Paraplanner who shares our commitment to holistic lifestyle financial planning. The successful candidate will play a vital role in supporting experienced financial planners and contributing to the development of comprehensive financial plans for our clients.Responsibilities:Assisting financial planners with...
-
Financial Planning Manager Lead
4 days ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeAbout 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...
-
Financial Advisor
3 weeks ago
Dublin, Dublin City, Ireland Rockwell Financial Management Full timeAbout Us: Rockwell is a dynamic and industry renowned Financial Planning business based in Dublin, dedicated to providing exceptional financial planning, wealth management and employee benefit services to our clients. We are committed to excellence, integrity, and innovation in all aspects of our business. The Role We're seeking ambitious, motivated, client...
-
Financial Planner
6 hours ago
Dublin, Dublin City, Ireland Advisor Employee Services Full timeFinancial Planner Our well-established and growing financial planning firm is seeking to add a Financial Planner to our teamOur 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 with a collaborative, dynamic work...
-
Financial Services Expert
4 days ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeAbout UsProsperous Financial is a leading provider of financial planning services. We offer a dynamic and supportive environment where you can grow your career.Your RoleAs a Senior Certified Financial Planner, you will be responsible for managing the client journey, providing expert advice, and maintaining strong relationships.What We OfferCompetitive...
-
Financial Planner
4 weeks ago
Dublin, Dublin City, Ireland Advisor Employee Services Full timeFinancial Planner Our 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 with a collaborative, dynamic work...
-
Prosperous Financial Career Opportunity
1 day ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeAbout UsProsperous Financial is an exciting opportunity for ambitious and proactive Certified Financial Planners (CFPs) to excel in their careers. Our company prides itself on a client-centric approach, focusing on supporting clients in achieving their financial goals.What We OfferA comprehensive remuneration package and attractive commission structure.A...
-
Financial Planner
5 days ago
Dublin, Dublin City, Ireland Irish Pensions & Finance Full timeDirect 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...
-
Dublin, Dublin City, Ireland Prosperous Financial Full timeJob OverviewWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at Prosperous Financial. As a key member of our team, you will be responsible for guiding clients along the path of their financial journey, providing expert advice on various aspects that enhance their financial well-being.About the RoleYou will manage the...
-
Digital Content Planner
3 days ago
Dublin, Dublin City, Ireland Neilson Financial Services Full timeAt Neilson Financial Services, we believe in delivering high-quality content that resonates with our customers. As a Digital Content Planner at ThinkBait, you will play a pivotal role in managing the workflow of social media content creation for select brands.You will collaborate closely with the content creation team to ensure the smooth prioritization,...
-
Senior Financial Planner
2 weeks ago
Dublin, Dublin City, Ireland Eirkoo Full timeThis range is provided by Eirkoo. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Associate Director | Recruiting Top Talent within Financial Planning & Wealth ManagementOur client, a Successful & Growing Financial Planning firm, is seeking to bring on an Experienced and Ambitious CFP Qualified Financial...
-
Retirement Planner/Financial Advisor
7 days ago
Dublin, Dublin City, Ireland Golden Reserve, LLC Full timeGolden Reserve is looking for an experienced financial retirement planner. We know the challenges you face to make it in the financial industry, particularly if you don't inherit a book of business or your parents weren't a member of the right country club. We understand the empty promises you've probably heard to get you in the door but very little support...
-
Financial Planner
4 weeks ago
Dublin, Dublin City, Ireland 360 Search Full time360 Search are working with are working with a reputable boutique brokerage with over 20 years industry experience. Our client specialises in in a diverse range of portfolios with a focus on connecting their customers with their money and getting goal orientated results. This is an opportunity to provide the right candidate with a channel of reoccurring...
-
Paraplanner
7 days ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeProsperous Financial are seeking a Paraplanner whose core values align with ours and who understands the importance of our holistic lifestyle financial planning approach.Key Responsibilities include but are not limited to the following:Assisting financial planners throughout the financial planning processIdentifying strategies to align with client financial...