Financial Advisor

Job Title: Financial Advisor

Reporting to: Choice Sales Manager

Department: Advisory

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 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
• Professional development opportunities
• Recognised as a Great Place to Work 2024-2026 and Best Place To Work 2025-2027