Financial Planning Specialist

About Us:At Prosperous Financial Planning, we're passionate about helping individuals achieve their financial goals. With a strong focus on client-centric service, we deliver personalized advice and solutions that make a real difference in people's lives.Your Role:We're looking for a seasoned Financial Planning Expert to join our team. As a trusted advisor,...

Salary and BenefitsCompetitive remuneration packageHybrid working model (4 days from home / 1 day in office)25 days annual leaveEmployer pension contributions up to 10%Income Protection / Death In Service

Job Title: Senior Financial Planner Reporting to: Premier Manager Department: Planning 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...

Job Title: Senior Financial Planner Reporting to: Premier Manager Department: Planning 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...

Job Title: Senior Financial PlannerReporting to: Premier & Choice ManagerDepartment: PlanningProsperous 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...

Job Title: Financial Services Sales Manager Reporting to: Head Of Financial Planning Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly motivated Financial Services Sales Manager, to lead our Choice service offering. The Sales Manager plays a crucial role in the organisation and will lead a team of 5 Financial...

Company OverviewWe are Prosperous Financial Planning, a leading financial services provider with a commitment to excellence in client centric service. We are seeking an ambitious and highly motivated Financial Services Sales Manager to lead our Choice service offering.

Join Our Team:We're seeking an experienced Chief Wealth Strategist to lead our financial planning team. As a senior advisor, you'll be responsible for developing and implementing comprehensive wealth strategies that meet the evolving needs of our clients. Your expertise will help us deliver exceptional service and results-driven outcomes.Key...

Job Title: Senior Financial Advisor Reporting to: Premier & Choice Manager Department: Planning 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...

Required Skills and Qualifications:Certified Financial Planner (CFP) or currently obtaining the qualificationExcellent knowledge of financial services and ability to create financial plansStrong communication skills with professional interactionAbility to work as part of a team and cross functionally

Abrivia's Employee Benefits division is expanding, creating an exciting opportunity for a Financial Planning Specialist to join their growing team. The firm is known for its independent approach, prioritizing client needs in decision-making processes.As a Financial Planning Specialist, you will provide specialist financial advice to individuals, focusing on...

The Panel Group is currently seeking a Financial Planning Specialist to join their team. As a key member of the team, you will be responsible for meeting with clients and guiding them through the financial planning process.Key Responsibilities:Meet with new clients and conduct financial needs assessmentsDevelop and implement personalized financial...

Job Title: Senior Financial AdvisorReporting to: Premier & Choice ManagerDepartment: PlanningWe 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...

Sales Management Lead and motivate the team to meet and exceed sales targets on a daily, weekly and monthly basis. Monitor sales performance and provide regular reports to the Head of Financial Planning. Develop and implement sales strategies to achieve company goals.

As a Financial Planning Specialist, you will play a crucial role in driving business growth and success. Our client seeks a highly skilled professional to lead financial planning and analysis efforts.Your responsibilities will include:Developing and implementing financial planning strategies to achieve business objectives.Analyzing financial data to identify...

About the Role:As a Financial Planning Specialist with AIB, you will have the opportunity to join a nationwide network of 120 advisors across our branch network. This role requires strong relationships with customers and stakeholders to generate referrals and convert them into meetings.The ideal candidate will have a strong understanding of all Financial...

**Job Description for Senior Financial Planning Specialist at Claran Consultants Ltd**Career Overview:We are seeking a highly skilled Senior Financial Planning Specialist to join our team at Claran Consultants Ltd. As a key member of our financial operations department, you will play a vital role in driving business growth and success.Key...

GKR Search & Selection is seeking a highly skilled Financial Planning Specialist to join our client's team in Dublin. As a Financial Planning Specialist, you will play a critical role in supporting financial planning, valuation processes, and commercial decision-making. This is a unique opportunity to work with a high-performing team in the aviation...

Job DescriptionKey Responsibilities:Manage client relationships and journeys for new and existing clientsOnboard new clients and maintain strong relationships throughout their journeyProvide expert advice on key areas to enhance client financial wellbeingService existing clients through annual reviews and ongoing communications

Pilgrim's Europe is a leading food company producing iconic brands in the UK and Ireland. We're looking for a Financial Planning Specialist to join our team.The successful candidate will drive revenue growth and margin improvement initiatives with our Commercial Team, identifying opportunities through insightful analysis of market and business information....