Financial Planner

4 weeks ago

Dublin Pike, Ireland Uniting Holding Full time

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 athttps://prosperous.ie/premier-clients/ .
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:
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

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