Financial Planning Expert

About Us:At Prosperous Financial Planning, we're passionate about helping individuals achieve their financial goals. With a strong focus on client-centric service, we deliver personalized advice and solutions that make a real difference in people's lives.Your Role:We're looking for a seasoned Financial Planning Expert to join our team. As a trusted advisor,...

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...

Required Skills and Qualifications:Certified Financial Planner (CFP) or currently obtaining the qualificationExcellent knowledge of financial services and ability to create financial plansStrong communication skills with professional interactionAbility to work as part of a team and cross functionally

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 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 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 DescriptionKey Responsibilities:Manage client relationships and journeys for new and existing clientsOnboard new clients and maintain strong relationships throughout their journeyProvide expert advice on key areas to enhance client financial wellbeingService existing clients through annual reviews and ongoing communications

Salary and BenefitsCompetitive remuneration packageHybrid working model (4 days from home / 1 day in office)25 days annual leaveEmployer pension contributions up to 10%Income Protection / Death In Service

Job OverviewWe are seeking a highly skilled and ambitious Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial. As a Choice Advisor, you will be responsible for managing the client journey for both new and existing clients, ensuring they receive expert advice and guidance throughout their financial journey.

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 OverviewWe are Prosperous Financial Planning, a leading financial services provider with a commitment to excellence in client centric service. We are seeking an ambitious and highly motivated Financial Services Sales Manager to lead our Choice service offering.

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...

Erikoo, a pioneering financial planning firm, seeks a seasoned CFP qualified professional to join its expert team in providing holistic financial advice to clients.Job SummaryThis is a highly rewarding and flexible working opportunity for the right individual who can deliver top-notch financial planning services.The successful candidate will be responsible...

At Primark, we're always looking for talented individuals to join our Finance team. As a Financial Planning Expert, you'll play a crucial role in supporting the FP&A team with financial modelling and planning.The successful candidate will be skilled in performance and variance analysis, providing valuable insights to drive business growth. You'll work...

Company Overview:Brightwater is a leading business advisory and accountancy firm that provides expert guidance on strategic planning, financial analysis, and business development. Our team of experienced professionals work closely with clients to deliver high-quality advisory services and drive business growth.What We're Looking For:A relevant third-level...

Sales Management Lead and motivate the team to meet and exceed sales targets on a daily, weekly and monthly basis. Monitor sales performance and provide regular reports to the Head of Financial Planning. Develop and implement sales strategies to achieve company goals.

Company OverviewTOM Executive is a leading multinational PLC, recognized for its innovative approach to business and commitment to excellence.Job DescriptionWe are seeking a highly skilled Financial Planning and Analysis Expert to join our Group FP&A team. The ideal candidate will be responsible for preparing market insights, overseeing planning and...

Direct message the job poster from Prosperous FinancialNo.1 Bestselling Author | Host of How to be Good with Money on RTÉ One | Private Consultations with Prosperous Financial | Corporate Speaker |Reporting to: Choice ManagerDepartment: PlanningWe have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our...

The role of a Financial Planning Specialist at Abrivia involves providing high-quality financial advice to individuals, helping them achieve their goals through effective retirement planning, investments, and financial wellbeing strategies.Your primary duties as a Financial Planning Specialist will include:Offering expert guidance on pensions, investments,...