Financial Planner

7 days ago

Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

Job 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 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: 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. Further details on our Premier service can be found at . 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.

  • Financial Planner

    2 weeks ago

    Dublin, Dublin City, Ireland Prosperous Financial Full time

    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...

  • Financial Planner Assistant

    1 week ago

    Dublin, Dublin City, Ireland beBeeParaplanner Full time €45,000 - €60,000

    Job SummaryWe are seeking a highly skilled Paraplanner to join our team. The ideal candidate will have strong financial planning skills, excellent communication abilities, and a passion for delivering exceptional client service.The successful candidate will be responsible for assisting financial planners in formulating and documenting financial plans for...

  • Financial Planner Advisor

    7 days ago

    Dublin, Dublin City, Ireland beBeeParaplaner Full time €40,000 - €60,000

    A Career-Changing Opportunity for Financial PlannersWe are seeking a highly skilled and motivated professional to join our team as a Paraplanner.This hybrid role offers the flexibility to work both virtually and in our office, providing an ideal balance between work and personal life.As a Paraplanner, you will have the opportunity to support our team of...

  • Financial Planner Support Specialist

    7 days ago

    Dublin, Dublin City, Ireland beBeeParaplanner Full time €40,000 - €55,000

    Are you looking for a new challenge where you can grow and improve your skills?Do you want to develop your client-facing abilities in a great team of financial planners?Job DescriptionThis is a hybrid role with the flexibility to work both virtually and from our office. Your day will involve working closely with our team of financial planners, providing...

  • Strategic Financial Planner

    1 week ago

    Dublin, Dublin City, Ireland beBeeAnalysis Full time €90,000 - €120,000

    Financial Planning and AnalysisThe role of a Strategic Financial Planner involves providing expert financial analysis and strategic recommendations to support business growth and decision-making. This includes developing comprehensive financial models and forecasts to inform business strategy, analyzing complex financial data to identify trends,...

  • Expert Financial Planner Opportunity

    2 weeks ago

    Dublin, Dublin City, Ireland beBeeFinancial Full time €57,408 - €80,122

    Expert Financial Planner OpportunityA leading firm is seeking an accomplished financial planner to deliver expert advice on pensions, investments, and wealth management.About the RoleThe ideal candidate will possess a deep understanding of financial products and exceptional relationship management skills, with a client-first mindset focused on delivering...

  • Only 24h Left Financial Planner

    3 weeks ago

    Dublin, Dublin City, Ireland Walfrid Private Full time

    At Walfrid Private, we dont just manage wealth - we help business owners and entrepreneurs unlock financial freedom faster than they ever thought possible. Based in Ballymount, Dublin 12, we specialize in strategic financial planning that reduces costs, minimizes taxes, and maximizes long-term wealth. Were one of the organically grown wealth management...

  • Cost Planner

    3 weeks ago

    Dublin, Dublin City, Ireland Cairn Full time

    OverviewCairn has a unique opportunity for a Cost Planner, to assist in the provision of quantity surveying services under the direction of the Senior Cost Planner undertaking pre-contract duties. This role is diverse and will include interpreting information for projects along with the measurement of planned works to assist the Senior Cost Planner in...

  • Senior Financial Advisor

    6 days ago

    Dublin, Dublin City, Ireland beBeeFinancial Full time €50,000 - €75,000

    Financial Services Professional OpportunityThis is a dynamic role that offers flexibility in working both remotely and from our Dublin or Cork office.We are seeking a skilled Financial Services Professional to join our team of financial planners, providing quality customized support to meet client needs.Main Responsibilities:Assisting the financial planner...

  • Financial Planning Professional

    2 weeks ago

    Dublin, Dublin City, Ireland beBeeFinancial Full time €50,000 - €55,000

    Senior Financial PlannerAbout the Role:We are seeking an accomplished financial planner to deliver personalized financial guidance and develop a strong portfolio of clients.Key Responsibilities: