Senior Financial Planner
Job Title: Senior Financial Planner
We are seeking an ambitious, highly proactive Senior Certified Financial Planner (CFP) to join our team at Prosperous Financial.
About the Role
Key Responsibilities:
* Manage the client journey for both new and existing clients
* Onboard all new clients and maintain strong relationships throughout their journey with Prosperous Financial
* Provide expert advice on key areas to enhance clients' financial wellbeing
Requirements
* Certified Financial Planner (CFP) or currently in the process of obtaining the qualification
* Excellent knowledge of financial services and ability to create a financial plan based on clients' goals and ambitions
* Strong communication skills and ability to interact with clients professionally
* Ability to work as part of a team and cross-functionally
Why Join Us
We offer a range of benefits including:
* Excellent remuneration package and competitive bonus structure
* Hybrid, flexible working model (4 days from home / 1 day in office)
* 25 days annual leave
* Educator pension contributions up to 10%
* Income Protection / Death In Service
Award-Winning Employer
We are recognized as a Great Place to Work 2024/2025 and a Best Workplace 2025.