Senior Financial Advisor

3 weeks ago

Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

Job Title: Financial Advisor Reporting to: Choice Sales 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 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 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 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 Online Application 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 To Apply Please forward your CV via the APPLY Now button below.

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