Holistic Financial Support Specialist

3 days ago


Dublin, Dublin City, Ireland Prosperous Financial Full time

Prosperous Financial is seeking a motivated Paraplanner who shares our commitment to holistic lifestyle financial planning. The successful candidate will play a vital role in supporting experienced financial planners and contributing to the development of comprehensive financial plans for our clients.

Responsibilities:

  • Assisting financial planners with identifying strategies to meet client needs
  • Collaborating with planners to research and critique financial planning aspects
  • Maintaining accurate records and communicating effectively with clients and colleagues

We value teamwork and flexibility. Our full-time position offers competitive benefits, including a bonus structure, flexible working arrangements, and opportunities for professional growth and development.



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