Financial Planner

3 weeks ago


Dublin Pike, Ireland Prosperous Financial Full time

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 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 https://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 the 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

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

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