Financial Advisor

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

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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 2024/2025 and a Best Workplace 2025