Financial Services Professional

Company OverviewWe are Strata Financial, a proactive and partnership-driven accounting firm that takes pride in providing exceptional services to our clients. Our approach is centered around being a business partner, not just a compliance necessity.This gives you the opportunity to work with our clients in a meaningful way, developing long-term relationships...

Cornmarket Group Financial Services Ltd. is committed to delivering exceptional customer service and building long-lasting relationships with our clients. We are seeking a skilled Financial Services Coordinator to join our Life Sales team, who will play a key role in arranging appointments with existing clients and ensuring seamless communication between our...

Cornmarket Group Financial Services Ltd is committed to delivering exceptional financial services to public servants and their families. Our team of experts has a deep understanding of the public sector's unique needs and offers a comprehensive range of financial products and services.About the Role:We are seeking a highly skilled Pension Administrator to...

Job OverviewWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at Prosperous Financial. As a key member of our team, you will be responsible for guiding clients along the path of their financial journey, providing expert advice on various aspects that enhance their financial well-being.About the RoleYou will manage the...

Company OverviewCornmarket Group Financial Services Ltd is a leading provider of financial services to public sector employees and their families. With over 50 years of experience, we have established ourselves as a trusted partner in the industry.We are committed to delivering exceptional customer service and providing our clients with tailored solutions to...

At Prosperous Financial Planning, we are seeking an ambitious and proactive Senior Certified Financial Planner to join our team. As a key member of our planning department, you will guide clients through their financial journey, supporting them in achieving their goals.We take a holistic lifestyle approach to financial planning, focusing on the client's...

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...

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...

About UsProsperous Financial is a leading provider of financial planning services. We offer a dynamic and supportive environment where you can grow your career.Your RoleAs a Senior Certified Financial Planner, you will be responsible for managing the client journey, providing expert advice, and maintaining strong relationships.What We OfferCompetitive...

Job DescriptionWe are seeking a highly motivated Customer Service Advisor to join our Life Sales team. As a Customer Service Advisor, you will be responsible for making appointments with existing clients, on behalf of our team of Financial Consultants, on a primarily outbound call basis.You will effectively manage the diaries of our Consultants to ensure...

Why Choose UsAt Prosperous Financial, we prioritize employee satisfaction and well-being. Our benefits package includes:Employer pension contributions up to 10%.Income protection and Death In Service support.Recognized as a Great Place to Work 2024/2025 and a Best Workplace 2025.Join Our TeamAs a Strategic Financial Planning Professional, you will be part of...

We are committed to helping our employees achieve their full potential by providing ongoing professional development and support.This is an exciting opportunity for an ambitious and highly motivated individual to join our dynamic team.Key ResponsibilitiesResponsibility for the preparation of returns across tax heads including income tax, corporation tax,...

About UsSure Financial Limited is an award-winning financial brokerage based in Dublin 15. We are 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 the RoleThis is an exciting opportunity for a highly motivated and experienced Senior Certified Financial Planner (CFP) to join our team at Prosperous Financial.You will be responsible for guiding clients along the path of their financial journey, helping them to achieve their financial objectives through a holistic lifestyle financial planning...

About Prosperous FinancialWe are a leading financial services provider dedicated to helping our clients achieve their financial goals. Our team of experts is committed to delivering tailored solutions that meet the unique needs of each individual.

Who We AreAt Cornmarket, we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond.Role PurposeWe are currently...

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...

About the RoleWe are seeking an ambitious and self-motivated Mortgage Finance Professional to join our team at DNG Financial Services Ltd. The ideal candidate will have a strong background in financial services, with 2+ years of experience in a busy brokerage or retail banking environment.Main ResponsibilitiesAchieve mortgage business targets set out for the...

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,...

Job OverviewWe are seeking a highly skilled Financial Services Professional to join our team in a part-time capacity. This role will involve preparing management account packs, NAV packs, and supporting detail, as well as managing client & investor reporting cycles for a portfolio of clients.The ideal candidate will have a strong background in accounting,...