Holistic Financial Strategist

4 days ago


County Dublin, Ireland Prosperous Financial Planning Full time

Prosperous Financial Planning seeks a skilled and motivated Financial Strategist to contribute to the company's success. Reporting to Premier Manager Department, the successful candidate will lead the client journey for both new and existing clients, fostering strong relationships and ensuring seamless transitions between planning stages.

We prioritize understanding our clients' unique needs and goals through a collaborative process that involves open dialogue, shared expertise, and tailored recommendations. Our aim is to empower clients with actionable insights and strategic guidance to make informed decisions about their financial futures.

Responsibilities for this role will include:

  • Expertly crafting financial plans tailored to clients' distinct requirements and aspirations
  • Developing effective partnerships with colleagues to guarantee consistent delivery of quality services
  • Evaluating client progress and performance over time, adapting financial strategies accordingly

We recognize the importance of maintaining a healthy work-life balance. To achieve this, we offer flexible working arrangements and continuous learning opportunities.



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