Job Title: Financial Planning Expert
We are seeking a highly skilled Financial Planning Expert to provide expert advice to self-employed clients on pension, savings, and investments products.
About the Role:
* Conduct thorough financial assessments for clients to identify their financial goals and create customized financial plans tailored to their needs.
* Provide ongoing financial guidance and investment management services to help clients achieve their long-term financial objectives.
* Maintain accurate records of client interactions and ensure compliance with relevant regulatory requirements.
Qualifications and Skills:
* Certification as a QFA or equivalent professional qualification in finance.
* 3 years of experience in financial planning and 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 the financial planning process.
What We Offer:
* Full-time remote working position based in County Kerry.
* Additional office support offered to facilitate effective work-life balance.