Financial Planning Administrator

Key ResponsibilitiesManage the client journey from initial contact to ongoing supportDevelop and implement tailored financial plans based on clients' goals and ambitionsProvide regular updates and reviews to ensure clients' needs are met

We are seeking a talented Prosporous Financial Planning Team Lead to join our team.The ideal candidate will have excellent knowledge of the financial services and product offerings. Key responsibilities include:LEADING, COACHING AND DEVELOPING ALL EMPLOYEES WITHIN THE TEAMHAVING REGULAR CHECK POINTS WITH EMPLOYEES, PROVIDING ONGOING FEEDBACK AND CONDUCTING...

Strategic Financial ManagerWe are seeking an ambitious and forward-thinking Senior Financial Planner to drive our firm's success. With a proven track record in financial services, you will oversee the entire client lifecycle, fostering long-lasting relationships and delivering bespoke financial solutions.Your proficiency in creating comprehensive financial...

At Prosperous Financial Planning, we are seeking a highly skilled and experienced Senior Certified Financial Planner (CFP) to join our team. This is an exciting opportunity for someone who is passionate about guiding clients along the path of their financial journey, supporting them in achieving their financial goals.We have a client-centric approach that...

Job 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...

Job 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...

At Prosperous Financial Planning, we are seeking an exceptional Financial Sales Director to lead our Choice service offering.The successful candidate will have a proven track record of successfully leading a team, preferably within the Financial Services industry. Key responsibilities include:Leading and motivating the team to meet and exceed targets on a...

Job Title: Senior Financial Planner Reporting to: Premier 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 financial...

Job 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...

Job 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...

Financial Planning Administrator Dublin 4 (Hybrid) €35 K + bonus Are you ready to take your career in financial services to the next level? This hugely successful financial advisory organisation are expanding and are looking for a talented, driven individual to join their expert team as a Financial Planning Administrator.There is ample opportunity to...

Job Title: Financial Services Sales Manager Reporting to: Head Of Financial Planning Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly motivated Financial Services Sales Manager, to lead our Choice service offering.The Sales Manager plays a crucial role in the organisation and will lead a team of 5 Financial...

Job Title: Financial Services Sales Manager Reporting to: Head Of Financial Planning Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly motivated Financial Services Sales Manager, to lead our Choice service offering. The Sales Manager plays a crucial role in the organisation and will lead a team of 5 Financial...

Job Title: Financial Services Sales Manager Reporting to: Head Of Financial Planning Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly motivated Financial Services Sales Manager, to lead our Choice service offering. The Sales Manager plays a crucial role in the organisation and will lead a team of 5 Financial...

Job Title: Financial Services Sales Manager Reporting to: Head Of Financial Planning Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly motivated Financial Services Sales Manager, to lead our Choice service offering.The Sales Manager plays a crucial role in the organisation and will lead a team of 5 Financial...

Required Skills and QualificationsCertified Financial Planner (CFP) or currently in the process of obtaining the qualificationExcellent knowledge of financial services, including tax planning, investments, and retirement planningStrong communication and interpersonal skills, with the ability to interact with clients in a professional manner

Elite Financial AdvisorWe are searching for a seasoned and accomplished Senior Financial Planner to spearhead our firm's strategic initiatives. As a certified CFP or someone close to obtaining the qualification, you will play a pivotal role in shaping our company's future.Your extensive experience in financial services will equip you with the skills to craft...

Join us at Prosperous Financial as a Senior Financial Consultant and take your career to the next level. As a member of our Choice Team, you will have the opportunity to work with a wide range of clients, providing them with expert advice and guidance on their financial matters.About the Position:Providing financial planning and advisory services to...

At Prosperous Financial, we value excellence and innovation. We are looking for a talented Sr. CFP to help us achieve our mission of delivering exceptional financial experiences to our clients.Key Responsibilities:To develop and implement effective financial plans that meet clients' needs and objectives.To manage client relationships and communicate...

Role OverviewWe are seeking an experienced Financial Services Sales Manager to join our team at Prosperous Financial Planning. As a leader in our Choice service offering, you will be responsible for driving sales growth, building strong relationships with clients, and overseeing financial transactions.Main Responsibilities:Sales Strategy: Develop and...