Corporate Financial Planning Manager

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...

About UsAt Prosperous Financial Planning, we are committed to delivering expert financial advice and solutions to our clients. As a Qualified Financial Advisor (QFA), you will play a key role in ensuring our clients receive the highest level of service.Your Key ResponsibilitiesManage the client journey for both new and existing clients, providing tailored...

Key ResponsibilitiesThe Financial Services Sales Manager will be responsible for:Sales Management: Leading and motivating the team to meet and exceed targets.Client Relationship Management: Building and maintaining strong relationships with clients and stakeholders.Financial Oversight: Overseeing financial transactions and preparing financial reports.The...

We are seeking a talented Prosporous Financial Planning Team Lead to join our team.The ideal candidate will have excellent knowledge of the financial services and product offerings. Key responsibilities include:LEADING, COACHING AND DEVELOPING ALL EMPLOYEES WITHIN THE TEAMHAVING REGULAR CHECK POINTS WITH EMPLOYEES, PROVIDING ONGOING FEEDBACK AND CONDUCTING...

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...

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...

Job Description:Senior Financial PlannerReporting to: Premier & Choice ManagerDepartment: PlanningAmbitious and highly proactive Senior Certified Financial Planner (CFP) sought for exciting opportunity at Prosperous Financial. Client-centric approach involves guiding clients along path of financial journey, supporting them in achieving financial objectives.

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 Description: We are seeking a highly skilled Senior Financial Analyst to join our Finance team at NDT Global Corporate Ltd. As a key member of the team, you will report directly to the FP&A Controller and play a vital role in supporting all aspects of financial planning and analysis for the Group. Your primary responsibilities will include preparation of...

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...

About the RoleWe are seeking a seasoned Paraplanning Manager whose core values align with ours and who understands the importance of holistic lifestyle financial planning.Key ResponsibilitiesCreate and manage a high-performing paraplanning team that works directly with Financial Planners to achieve company objectives.Achieve business targets set out by the...

Do you want to be part of a dynamic team that's changing lives through financial planning? Look no further than Prosperous Financial Planning!We're a values-driven company that prioritizes our clients' needs above all else. As a senior financial planner, you'll be responsible for delivering exceptional client experiences, developing tailored financial plans,...

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 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...

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: Senior Financial Planner Reporting to: Premier 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 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...

Our BenefitsWe offer a range of benefits to support your career development and well-being, including:A competitive remuneration package, including an attractive commission structure and hybrid working model.25 days annual leave, plus employer pension contributions up to 10% and income protection/death in service benefits.Ongoing training and development...

Role OverviewWe are seeking an experienced Financial Services Sales Manager to join our team at Prosperous Financial Planning. As a leader in our Choice service offering, you will be responsible for driving sales growth, building strong relationships with clients, and overseeing financial transactions.Main Responsibilities:Sales Strategy: Develop and...

At Prosperous Financial Planning, we are seeking an exceptional Financial Sales Director to lead our Choice service offering.The successful candidate will have a proven track record of successfully leading a team, preferably within the Financial Services industry. Key responsibilities include:Leading and motivating the team to meet and exceed targets on a...