Head of Financial Planning

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: 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...

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.

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 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...

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...

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...

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 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...

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 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

Role Summary:The Head of Financial Management will play a key role in supporting the delivery of the National Concert Hall's strategic objectives. The successful candidate will have significant experience in financial management and be able to develop and implement the organisation's financial strategy, prepare annual financial plans and submissions, and...

The Financial Controller will be responsible for overseeing the financial operations of the hotel, ensuring accuracy in financial reporting, compliance with financial regulations, and the efficient management of financial resources.This role is critical in supporting the hotel's strategic objectives through robust financial planning and analysis.Key...

Wallace Myers International is seeking a Head of Financial Operations to join our team. As the Head of Finance, you will be responsible for overseeing the financial management and governance of our organisation.Responsibilities:Develop and implement financial strategy in alignment with overall objectives.Provide strategic financial leadership on...

Get AI-powered advice on this job and more exclusive features.This role can be based in Dublin or Waterford.Lockton's employee benefits business is looking to make a small number of acquisitions; as a result of these acquisitions and Lockton's organic growth, we will have a large number of individual clients and prospects requiring financial planning...

Our client is a dynamic Irish retail business looking for an experienced accountant to join their team as a Financial Planning Accountant.This role provides an excellent opportunity to develop your skills in financial planning and analysis.About the Role:Collaborate with the Head of FP&A to prepare and coordinate quarterly and annual budgets and...

Company OverviewWalfrid Private is a Wealth Management firm based in Dublin.We provide tailored financial solutions to Irish Company Directors, Business Owners, and Entrepreneurs, assisting them in reducing costs, taxes, and improving both business and personal financial performance.Role OverviewDue to our continued growth and scale-up, we are seeking...

Company OverviewWe are Prosperous Financial Planning, a leading provider of holistic financial solutions. Our mission is to empower individuals and families to achieve their long-term financial goals.