Job Title: Financial Planner
Reporting to: Private & Premier Team Manager
Department: Planning
About Prosperous Financial:
At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession strategies. We pride ourselves on clarity, integrity and a deep commitment to long term relationships.
We believe great advice changes lives and we’re proud to foster a workplace where trust, growth and shared success are at the heart of everything we do. Our values - Client Centric, Transparency, Integrity and Clarity, shape our culture, drive our standards and guide how we work.
About The Role:
We have an exciting opportunity for an experienced and client focused Certified Financial Planner (CFP®) to join our team within Prosperous Financial.
This role is focused on managing and developing relationships with our existing clients, ensuring they continue to receive high-quality, tailored financial advice. You will work closely with clients through regular reviews and ongoing engagement, helping them adapt their financial plans in line with changing circumstances and long-term objectives.
The role offers the opportunity to build deep, long-term client relationships while delivering meaningful outcomes through proactive advice, planning and a high standard of service. Further details on our Premier service can be found at https://prosperous.ie/premier-clients/.
Key Responsibilities:
Manage the client relationship for existing clients, ensuring a high-quality and consistent experience.
Assess and analyse clients’ financial circumstances and long term goals, identifying their needs and objectives.
Provide tailored financial plans, delivering expert advice and appropriate financial solutions.
Showcase expert knowledge on a number of key areas which will enhance the clients financial wellbeing.
Maintain and develop strong client relationships through ongoing communicationsand annual reviews.
Work collaboratively with Client Services Executives and Paraplanners to deliver an efficient and seamless client journey.
Proactively identify opportunities to enhance client outcomes and support businessgrowth.
Ensure all client information and documentation is accurate, complete and maintained in line with compliance requirements.
Skills And Experience:
Certified Financial Planner (CFP®) is essential
Strong knowledge of investments, pensions, protection and savings product
Proven ability to build and maintain professional client relationships
Strong communication skills, with the ability to explain complex information clearly
Results-driven with a focus on achieving individual and team objectives
Ability to work collaboratively across teams, including client services
Experience with financial planning tools such as Voyant and Online Application systems is an advantage
Why Work With Us?
Excellent remuneration package and competitive bonus 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
Professional development opportunities
Recognised as a Great Place to Work 2024-2026 and Best Place To Work 2025-2026