Financial Planning

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...

Strategic Financial ManagerWe are seeking an ambitious and forward-thinking Senior Financial Planner to drive our firm's success. With a proven track record in financial services, you will oversee the entire client lifecycle, fostering long-lasting relationships and delivering bespoke financial solutions.Your proficiency in creating comprehensive financial...

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,...

At Prosperous Financial Planning, we are seeking a highly skilled and experienced Senior Certified Financial Planner (CFP) to join our team. This is an exciting opportunity for someone who is passionate about guiding clients along the path of their financial journey, supporting them in achieving their financial goals.We have a client-centric approach 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: 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...

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...

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,...

Elite Financial AdvisorWe are searching for a seasoned and accomplished Senior Financial Planner to spearhead our firm's strategic initiatives. As a certified CFP or someone close to obtaining the qualification, you will play a pivotal role in shaping our company's future.Your extensive experience in financial services will equip you with the skills to craft...

Join us at Prosperous Financial as a Senior Financial Consultant and take your career to the next level. As a member of our Choice Team, you will have the opportunity to work with a wide range of clients, providing them with expert advice and guidance on their financial matters.About the Position:Providing financial planning and advisory services to...

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...

Join Prosperous Financial Planning as a Senior Financial Advisor and take advantage of our comprehensive benefits package.This role offers a challenging and rewarding opportunity for an experienced QFA to grow with our company.You will be responsible for managing client relationships, conducting financial assessments, and providing tailored solutions.We...

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...

We are looking for a highly skilled Senior Financial Services Executive to join our team at Prosperous Financial Planning.The ideal candidate will have excellent communication and interpersonal skills, with a positive approach to overcoming challenges. Key responsibilities include:BUILDING AND MAINTAINING STRONG RELATIONSHIPS WITH KEY STAKEHOLDERS BOTH...

Prosperous Financial Planning is seeking a highly skilled and ambitious Senior Financial Advisor to join our Choice Team.The ideal candidate will have expert knowledge of investments, pensions, protection, and savings products.This role involves managing the client journey for both new and existing clients, assessing their financial circumstances, and...