Director of Financial Planning

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,...

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.

About the RoleThis is an exciting opportunity for a seasoned Financial Services Tax Director to join our team. As a key member, you will be responsible for providing expert financial services tax advice to clients and driving business growth through strategic planning and execution.Key Accountabilities- Develop and maintain strong relationships with clients,...

Job Title: Financial Services Tax Director or Associate DirectorWe are seeking a seasoned Financial Services Tax Director or Associate Director to join our rapidly growing financial services tax team. As a key member, you will present solutions to complex technical issues and demonstrate technical knowledge of financial services tax.This role is ideal for...

Join a Dynamic TeamOur client is seeking a highly skilled Financial Services Tax Director or Associate Director to join their rapidly growing team. As a key member, you will play a crucial role in shaping the future of the organization.Key Responsibilities- Provide expert financial services tax advice to clients across various sectors.- Support clients with...

Global Financial Services FirmWe are a leading financial services firm with a strong presence globally. Our team of professionals provides expert advice to clients across various industries.Opportunity to GrowThis role offers excellent career progression opportunities to Partner level, with a competitive remuneration package and the chance to develop your...

About Our ClientOur client is a global firm with a presence in over 130 countries and a network of over 62,000 people. They have close ties with a US firm and provide financial services tax services to clients worldwide.Job Description:As a Financial Services Tax Director or Associate Director, you will be responsible for providing financial services tax...

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...

We are seeking a skilled Paraplanner to join our team at Prosperous Financial. As a key member of our financial planning process, you will assist experienced financial planners in creating tailored plans for their clients.Key Responsibilities:Supporting financial planners throughout the financial planning processIdentifying strategies to align with client...

Job Title: Financial Services Tax Director or Associate DirectorWe are working with the head of FS tax to help hire a Financial Services Tax Directors and Associate Directors to join their rapidly growing financial services tax team.Our client is a global firm with a presence in over 130 countries, a network of over 62,000 people, and close ties with a US...

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...

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

Role Overview:We are looking for an experienced Financial Planning Director to join our team in Dublin. The ideal candidate will possess a comprehensive understanding of the Irish pension and wealth management market, as well as excellent communication skills to effectively interact with internal and external stakeholders.You will be responsible for driving...

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...

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...

Senior Financial Services Tax Consultant NeededWe are seeking a seasoned Financial Services Tax Director to join our team. This role will involve providing expert financial services tax advice to clients, managing multiple projects, and driving business growth through strategic planning and execution.Accountabilities- Develop and maintain strong...