Financial Services Specialist

2 days ago


Dublin, Dublin City, Ireland Prosperous Financial Full time

We are seeking a highly skilled Senior Financial Planner to join our team at Prosperous Financial.

The ideal candidate will have a strong understanding of financial services and be able to create comprehensive financial plans that meet the needs of our clients.

Key responsibilities include:

  • Managing client relationships and providing expert advice on financial planning, wealth management, and investment strategies
  • Conducting annual reviews and ongoing communications with clients to ensure their financial goals are being met
  • Collaborating with cross-functional teams to develop and implement financial solutions that enhance client wellbeing

Skills and qualifications:

  • Strong knowledge of financial services, including financial planning, wealth management, and investment products
  • Excellent communication and interpersonal skills, with the ability to interact with clients in a professional manner
  • Ability to work independently and as part of a team, with a focus on delivering exceptional client outcomes

Why work with us:

  • Competitive remuneration packages and attractive commission structure
  • Hybrid, flexible working model (4 days from home / 1 day in office)
  • 25 days annual leave
  • Employer pension contributions up to 10%
  • Income protection / Death In Service
  • Recognised as a Great Place to Work 2024/2025 and a Best Workplace 2025


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