Client Product Executive
Prosperous Financial Planning have an exciting new role as we expand the team within our product department.
We are seeking applicants who have experience working with all aspects of new business product administration. Applicants for the role must be QFA and ideally a minimum of 2 years experience in a similar role.
Some of the responsibilities of the role include;
Product Selection – deciding which provider to place new business with and the specific product type
Product Compliance – e.g. statements of suitability
Keying new business applications and taking them to policy issue stage
Existing client product queries & requests e.g. fund switches, top up’s, encashments etc.
Experience using the CRM system Wealthtrack would be an advantage
An excellent package available and opportunities to progress career within the organisation.
To apply please forward your CV & cover letter to firstname.lastname@example.org
Certified Financial Planner
We are seeking a Certified Financial Planner who’s core values are aligned with ours. A planner who values and understands the importance of the holistic, lifestyle financial planning approach which we take. One who believes that sound advice can change lives and who always puts their clients interests centre stage.
Applicants must be CFP and have experience within a client facing role.
Knowledge of Voyant would be a significant advantage.
An excellent package and benefits available.
For further details or to apply please forward your CV & cover letter to email@example.com
Head of Financial Planning
At Prosperous Financial Planning we believe sound financial advice can be life changing.
Our advice is specific to each individual who engages with us, no two clients are alike. The importance of getting to know what our clients want for their future is the heart of what we do, and this enable us to devise a plan to achieve their long term goals and objectives.
If you are an experienced certified financial planner with experience of leading a team and believe in what we stand for, we want to hear from you.
You will play an active client facing role alongside leading a growing team of financial planners.
Mentor and motivate members of the financial planning team and develop their skills.
Set objectives and manage the team’s performance.
Ensure the core values of the firm are adhered to.
Excellent relationship management and team building.
Skilled at developing strategies to enhance our financial planning process.
Work alongside senior management to achieve the firms short and long term objectives.
For further details or to apply please forward your cv and cover letter to firstname.lastname@example.org