Financial Advisor

Job Title: Financial Advisor

Reporting to: Choice Sales 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.

About The Role:

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 ensure our existing clients continue to get expert advice and you will meet with a steady flow of new clients coming onboard as they start their journey with us. Further details on our Choice service can be found at https://prosperous.ie/choice-clients/.

Key Responsibilities:

• Managing the client journey for both new and existing clients

• Ability to assess and analyse clients’ financial circumstances to determine their requirements

• Make recommendations, share expert advice and provide solutions to client

• Serving our existing clients through annual reviews and ongoing communications

• Collate all client information into relevant files while maintaining a high level of compliance

Skills And Experience:

• QFA designation is essential

• Expert knowledge of investments, pensions, protection and savings products

• Confident interacting with clients in a professional manner

• Results-driven objective focused

• Ability to work as part of a team and cross functionally

• Knowledge of Online Application and Voyant would be a significant advantage

• Working towards becoming a CFP® would be 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