Financial advisor role in County Kerry.
We are currently recruiting for a full-time financial consultant based in the beautiful region of County Kerry. You will come from a financial services background and offer expert advice to self-employed individuals, focusing on pensions, savings, and investments products. Your task is to stay up-to-date with new market entrants and sell relevant products to clients located in Counties Kerry and Cork.
Key responsibilities:
* Conduct thorough assessments of clients' financial situations.
* Create customized financial plans tailored to their needs.
* Provide ongoing guidance and investment management services.
* Stay informed about market trends and regulatory changes.
* Maintain accurate records of client interactions and ensure compliance with relevant regulations.
Requirements and qualifications:
* Certification as a QFA or equivalent preferred.
* At least 2 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 options.
* Excellent communication and negotiation skills to guide clients through the mortgage process.
This is a remote working opportunity with occasional office support. If you have the necessary skills and qualifications, we encourage you to apply for this challenging and rewarding role.