Senior Financial Advisor

20 hours ago

Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

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 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

Key Duties:

  • 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

Required 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 Wealthtrack and Voyant would be a significant advantage

Why work with us:

  • Excellent remuneration packages
  • 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

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