Overview
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
/
.
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
Qualifications
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 packages and attractive commission 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 ********* and a Best Workplace ****
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