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Financial Planner
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Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob Title: Financial Planner Reporting to: Premier Planning 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...
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Financial Planner
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Dublin, Ireland Prosperous Financial Planning Full timeJob Title: Financial Planner Reporting to: Premier Planning Manager 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...
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County Dublin, Ireland Prosperous Financial Planning Full timeJob Title: Financial Planner Reporting to: Premier Planning Manager 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...
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Senior Financial Planner
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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...
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Senior Financial Planner
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Dublin, 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...
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Financial Planner
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Dublin, Dublin City, Ireland Prosperous Financial Full timeProsperous 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...
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Financial Planner
4 weeks ago
Dublin, Ireland Prosperous Financial Full timeProsperous 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...
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15h Left: Financial Planner
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Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial PlannerAbout the RoleWe are seeking a highly proactive and ambitious Certified Financial Planner (CFP) to join our team at Prosperous Financial. Our client-centric approach requires guiding clients through their financial journey, supporting them in achieving their goals.Key Responsibilities:Manage the client journey for new and...
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15h Left Financial Planner
2 weeks ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob Title: Financial Planner Reporting to: Premier Planning Manager 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...
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Dublin, Dublin City, Ireland SYS Financial Full time1 day ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from SYS FinancialSYS Financial is a premier provider of tailored financial services across Ireland. Since our founding in 2015, we have grown to manage €600 million in assets and serve 8,000 clients. By 2025, we expect to...
Financial Planner
4 weeks ago
Job Title: Financial Planner Reporting to: Premier Planning 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 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. 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 Skills And Experience: Certified Financial Planner (CFP) is essential 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 Why work with us: 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 To Apply Please forward your CV via the APPLY Now button below.
