Financial Manager

About UsAt Prosperous Financial, we take a client-centric approach to financial planning, focusing on guiding clients towards achieving their financial objectives. We are looking for a talented CFP to join our team and contribute to this vision.Job DutiesManage client journeys from initial consultation to ongoing supportDeliver exceptional service to...

We are seeking a highly motivated and experienced Financial Advisor to join our team at Prosperous Financial. As a member of our Choice Team, you will play a critical role in delivering exceptional service to our clients, providing them with expert advice and guidance on their financial matters.About the Role:Managing the client journey for both new and...

Job DescriptionWe are seeking a seasoned Paraplanning Manager to join our team at Prosperous Financial. This key role involves overseeing the paraplanning team, working closely with Financial Planners, and driving productivity and compliance within the Planning Department.Responsibilities:Lead and manage the paraplanning team to achieve company objectives...

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...

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...

Direct message the job poster from Prosperous FinancialNo.1 Bestselling Author | Host of How to be Good with Money on RTÉ One | Private Consultations with Prosperous Financial | Corporate Speaker |Reporting to: Choice ManagerDepartment: PlanningWe have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our...

Are you a passionate and results-driven financial planner looking to take your career to the next level? Look no further than Prosperous Financial Planning!We're a forward-thinking company dedicated to helping our clients achieve their financial goals. As a senior financial planner, you'll be responsible for delivering exceptional client experiences,...

Elite Financial AdvisorWe are searching for a seasoned and accomplished Senior Financial Planner to spearhead our firm's strategic initiatives. As a certified CFP or someone close to obtaining the qualification, you will play a pivotal role in shaping our company's future.Your extensive experience in financial services will equip you with the skills to craft...

At Strata Financial, we strive to deliver a proactive partnership approach to our clients. By connecting with them as part of a cohesive unit, we provide expert financial guidance and support that drives impactful organisational change.This Trainee Accountant position offers an exciting opportunity to work closely with senior managers and develop essential...

Job OverviewWe are seeking a highly skilled Certified Financial Planner (CFP) to join our team at Prosperous Financial. The ideal candidate will have a strong understanding of holistic lifestyle financial planning and be able to guide clients along the path of their financial journey.Key ResponsibilitiesManage client relationships for both new and existing...

As a Client Services Executive at Prosperous Financial, you will be responsible for handling client enquiries, processing transactions, and supporting our financial advisors in delivering effective financial planning solutions.Job Description:Manage client relationships, providing timely and accurate responses to client enquiries and requests.Work closely...

We are excited to announce an opportunity for a Financial Planning Specialist to join our team at Prosperous Financial. As a key member of our Choice Team, you will play a crucial role in delivering exceptional service to our clients, providing them with expert advice and guidance on their financial matters.About the Job:Managing the client journey for both...

Prosperous Financial has an exciting opportunity for an ambitious, highly proactive 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...

Job DescriptionThe Financial Services Sales Manager plays a crucial role in the organisation, leading a team of 5 Financial Advisors. The role oversees all activities related to our Choice service offering, including day-to-day revenue generating activities, coaching and mentoring of team members, leading by example in delivering exceptional client-centric...

About Us: Sure Financial is an award winning financial brokerage based in Dublin 15, committed to providing exceptional financial advisory and wealth planning services to our diverse clientele. Our mission is to empower individuals and business owners to achieve their financial goals through personalized and comprehensive financial strategies. Job...

About Us: Sure Financial is an award winning financial brokerage based in Dublin 15, committed to providing exceptional financial advisory and wealth planning services to our diverse clientele.Our mission is to empower individuals and business owners to achieve their financial goals through personalized and comprehensive financial strategies.Job Description:...

At Prosperous Financial, we are seeking a highly skilled and ambitious Qualified Financial Advisor (QFA) to join our Choice Team. The successful candidate will be responsible for managing the client journey for both new and existing clients, ensuring they receive expert advice and guidance throughout their financial journey.About the Role:Assess and analyse...

The Role – Accounts AssistantThis position is part of our Business Support Service team (BSS), where we're looking for an experienced Account Assistant to join our growing team.Working on a portfolio of clients to maintain up-to-date company accounts, accurately recording sales, purchases, and bank transactions.Recording all receipts and payments,...

At Strata Financial, we're dedicated to delivering a strategic partnership approach to our clients. Our team connects with them as part of a cohesive unit, providing expert financial guidance and support.This role offers hands-on experience working alongside a manager who will train and mentor you in parallel to your studies. You'll gain exposure to various...

Job SummaryWe are seeking a dedicated Paraplanning Manager to join our team at Prosperous Financial. This exciting opportunity involves leading the paraplanning team, collaborating with Financial Planners, and driving business growth through process improvements.Main Responsibilities:Lead the paraplanning team to achieve company objectives set by the Head of...