Cloud Financial Planning Expert

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...

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 Us:Sure Financial Limited is an award-winning financial brokerage based in Dublin, dedicated to delivering exceptional financial advisory and wealth planning services to our diverse clientele.We empower individuals and business owners to achieve their financial goals through personalized and comprehensive financial strategies. Our mission is to provide...

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 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...

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...

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 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...

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...

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.

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.

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...

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...

Innovative cloud financial solutions are the backbone of Sage City's mission to empower millions of small and medium-sized businesses globally.We seek an expert in cloud financial operations to join our team as a Cloud Financial Insights Expert.As part of this role, you will analyze cloud hosting expenses, optimize usage, and provide critical financial...