Job Title: Senior Financial Planner
About the Role
We are seeking a highly proactive and ambitious Certified Financial Planner (CFP) to join our team at Prosperous Financial. Our client-centric approach requires guiding clients through their financial journey, supporting them in achieving their goals.
Key Responsibilities:
* Manage the client journey for new and existing clients
* Onboard new clients and maintain strong relationships throughout their journey with Prosperous Financial
* Provide holistic solutions to support clients' financial objectives
* Offer expert advice on key areas to enhance clients' financial wellbeing
* Service existing clients through annual reviews and ongoing communications
Requirements:
* Certified Financial Planner (CFP) is essential
* Excellent knowledge of financial services and ability to create a financial plan based on clients' goals and ambitions
* Strong communication skills to interact with clients professionally
* Ability to work as part of a team and cross-functionally
* Knowledge of WealthTrack and Voyant would be advantageous
What We Offer:
* Excellent remuneration package and competitive 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 2024/2025 and a Best Workplace 2025
How to Apply:
Please forward your CV via our application process.