Senior Wealth Advisor

3 days ago


Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

Job Overview

We are seeking an ambitious and proactive QFA to join our Choice Team within Prosperous Financial Planning. As a Senior Financial Advisor, you will be responsible for managing the client journey for both new and existing clients, providing expert advice and guidance to meet their individual needs.

About You

  • You hold a QFA designation and possess excellent knowledge of investments, pensions, protection, and savings products.
  • You are confident in interacting with clients in a professional manner, demonstrating exceptional communication and interpersonal skills.
  • You are a results-driven individual, with a focus on delivering high-quality outcomes and exceeding client expectations.
  • You are able to work collaboratively as part of a team, contributing to cross-functional initiatives and driving business success.

Key Responsibilities

  • Manage the client journey for both new and existing clients, providing tailored advice and guidance to meet their individual needs.
  • Assess and analyse clients' financial circumstances to determine their requirements and develop comprehensive solutions.
  • Promote our services to potential clients and build strong relationships with existing ones, driving growth and retention.
  • Collate all client information into relevant files while maintaining a high level of compliance and adhering to industry regulations.


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