We are seeking a Senior Wealth Strategist to join our team in County Kerry. The ideal candidate will have a strong background in financial services and be responsible for providing expert advice to clients who are self-employed.
Responsibilities:
* Conduct comprehensive financial assessments for clients, analyzing their current financial situation and identifying areas for improvement.
* Develop customized financial plans, taking into account the client's short-term and long-term goals.
* Provide ongoing guidance and support to clients, helping them to make informed decisions about their finances.
* Maintain accurate records of client interactions and stay up-to-date on market trends and regulatory changes.
Requirements:
* Certification as a QFA or equivalent preferred.
* 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.
* Excellent communication and negotiation skills.
Benefits:
* This is a full-time, remote working position based in County Kerry, offering flexibility and work-life balance.
* The ideal candidate will have the ability to work independently and manage their time effectively.
Key Skills:
* Financial planning and analysis.
* Investment management.
* Client relationship building.
* Communication and negotiation.