Hybrid Financial Advisor: Client Relationships & Planning

Prosperous Financial; Dublin; Hybrid; EUR 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Hybrid, flexible working model

25 days annual leave

Employer pension contributions up to

Income protection

Death in service

Great Place to Work recognition

Zusammenfassung

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.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

QFA designation

Investments & pensions

Client relationships

Strong communication

Team collaboration

Financial planning tools (Voyant)

CFP qualification (advantage)

Tools

Voyant

Online Application systems

Jobbeschreibung

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.