Financial Planning Specialist

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...

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.

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: 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...

Key Responsibilities:Deliver comprehensive financial plans aligned with clients' goals and ambitions.Service existing clients through annual reviews and ongoing communications.Collaborate with cross-functional teams to ensure seamless delivery of services.Stay up-to-date with industry developments, maintaining expertise in financial services.

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...

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...

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...

About the RoleWe are seeking an experienced QFA to join our Choice Team within Prosperous Financial Planning. As a Financial Services Manager, you will be responsible for managing the client journey for both new and existing clients, providing expert advice and guidance to meet their individual needs.About YouYou hold a QFA designation and possess excellent...

Join our esteemed team at Prosperous Financial and become a key player in shaping the future of financial services.We require a seasoned Senior Financial Planner who can provide expert guidance to clients and contribute to the success of our organization.Main accountabilities and responsibilities:Design and implement bespoke financial solutions tailored to...

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...

Job DescriptionAs a Financial Planning Specialist at Google, your primary focus will be on financial planning, analysis, and reporting. You will work closely with cross-functional teams to ensure accurate and timely financial information is provided to support business decisions.Main ResponsibilitiesCollaborate with finance teams to develop and maintain...

Job OverviewThis is an exciting opportunity to join our team as a Financial Planning Specialist, where you will play a key role in providing expert financial advice to individuals and helping them achieve their long-term goals.As a specialist in financial planning, you will work closely with clients to understand their unique needs and circumstances, and...

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...

About the Role  We are seeking an experienced Financial Planning Specialist to join our finance team in the UK. As a Financial Planning Specialist, you will be responsible for supporting the development of financial KPIs to assess the success of both the business and the financial strategy. You will also conduct ongoing analysis of store trading and...