Financial Services Professional
We are seeking a skilled and experienced professional to join our team in providing expert financial advice to self-employed clients in County Kerry and Cork.
Responsibilities include:
* Conducting comprehensive financial assessments for clients.
* Developing customized financial plans that meet the unique needs of each client.
* Providing ongoing financial guidance and investment management services to ensure long-term success.
* Staying up-to-date on market trends, regulatory changes, and new products entering the market.
* Maintaining accurate records of client interactions and ensuring compliance with all relevant regulations.
Requirements
* QFA certification or equivalent.
* 3+ years of experience in financial advising, with a focus on mortgages, pensions, and investments.
* In-depth understanding of financial products, regulations, and lending criteria.
* Ability to assess clients' financial situations and recommend suitable financial options.
* Strong communication and negotiation skills to guide clients through complex financial decisions.
What We Offer
* Opportunity to work remotely from County Kerry with additional support.
* Chance to develop your skills and expertise in financial services.
* Collaborative and dynamic work environment.