We are seeking a seasoned Financial Planning Specialist to join our team based in County Kerry. The successful candidate will come from a financial services background and possess a proven track record of offering expert financial advice to self-employed clients.
About the Role:
* The ideal candidate will have a deep understanding of pension, savings, and investments products, with the ability to stay abreast of new market offerings and recommend suitable solutions to clients located in Counties Kerry and Cork.
* As a Financial Planning Specialist, you will be responsible for conducting comprehensive financial assessments, developing customized financial plans, and providing ongoing guidance and investment management services to clients.
* You will work closely with clients to understand their financial goals and objectives, identifying opportunities to optimize their financial position and achieve long-term success.
Requirements:
* Certification as a QFA or equivalent is preferred.
* A minimum of 2 years' experience in financial advising, with a focus on mortgages, pensions, and investments.
* In-depth knowledge of financial products, regulations, and lending criteria.
* Exceptional communication and negotiation skills to effectively guide clients through the mortgage process.
What We Offer:
* A full-time, remote working position based in County Kerry with additional office support.
* Ongoing professional development and training opportunities to enhance your skills and expertise.