Financial Planning Specialist

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...

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...

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...

Job OverviewProsperous Financial Planning is seeking an ambitious and highly proactive Senior Certified Financial Planner (CFP) to support clients in achieving their financial goals.The ideal candidate will have a holistic approach to financial planning, guiding clients along their financial journey and providing expert advice on various key areas that...

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: 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...

Company Overview:Prosperous Financial Planning is a forward-thinking organisation dedicated to providing exceptional financial services. We are seeking an ambitious and highly motivated individual to lead our team of financial advisors.Job Description:The Sales and Financial Manager plays a pivotal role in the organisation, leading a team of 5 financial...

Job Title: Senior Business Development ManagerWe are seeking a highly motivated and experienced Sales Manager to lead our Choice service offering.The successful candidate will be responsible for overseeing all activities related to our Choice service, including day-to-day revenue generating activities, coaching and mentoring of team members, leading by...

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 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: Sales and Financial ManagerWe are seeking an experienced and results-driven Sales and Financial Manager to join our team. As a key member of our leadership team, you will be responsible for driving sales growth, managing financial operations, and developing our team of financial advisors.Main Responsibilities:Sales Performance:Meet and exceed...

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...

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...

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...

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,...

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...