Financial Advisor

Prosperous Financial; Dublin; Hybrid; EUR 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid, flexible working model

25 days annual leave

Employer pension contributions up to

Income protection

Death in service

Great Place to Work recognition

Job summary

Prosperous Financial in Ireland is seeking an experienced Qualified Financial Advisor to nurture and grow relationships with existing clients. You will deliver tailored financial advice across pensions, investments, and savings, supported by a client-centric service model and compliance-driven processes.

The role emphasizes ongoing client engagement through reviews, proactive advisory, and collaboration with Client Services to ensure a smooth client journey.

Qualifications

• QFA designation is essential.
• Strong knowledge of investments, pensions, protection and savings products.
• Proven ability to build and maintain professional client relationships.

Responsibilities

• Manage existing client relationships with high-quality service.
• Assess clients’ financial circumstances and objectives.
• Provide tailored recommendations and financial solutions.
• Maintain relationships through annual reviews and ongoing communication.
• Collaborate with Client Services Executives for a seamless client journey.
• Identify opportunities to enhance client outcomes and business growth.
• Ensure client data and documentation meet compliance standards.

Skills

QFA designation

Investments & pensions

Client relationships

Strong communication

Team collaboration

Financial planning tools (Voyant)

CFP qualification (advantage)

Tools

Voyant

Online Application systems

Job description

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.

About The Role:

We have an exciting opportunity for an experienced and client focused Qualified Financial Advisor (QFA) 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 strategies 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 and a high standard of service.

Further details on our Choice service can be found at https://prosperous.ie/choice-clients/.

Key Responsibilities:

• Manage the client relationship for existing clients, ensuring a high-quality and consistent experience.
• Assess and analyse clients’ financial circumstances, identifying their needs and objectives.
• Provide tailored recommendations, delivering expert advice and appropriate financial solutions.
• Maintain and develop strong client relationships through annual reviews and ongoing communication.
• Work collaboratively with Client Services Executives to deliver an efficient and seamless client journey.
• Proactively identify opportunities to enhance client outcomes and support business growth.
• Ensure all client information and documentation is accurate, complete and maintained in line with compliance requirements.

Skills And Experience:

• QFA designation 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
• Working towards, or an interest in pursuing, the CFP® qualification 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
• Recognised as a Great Place to Work 2024-2026 and Best Place To Work 2025-2027