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Kerry financial specialist role

Cork
beBeeFinancial
Finance specialist
Posted: 28 December
Offer description

We are seeking a seasoned financial services professional to fill the role of Financial Services Specialist in County Kerry.

This is a full-time, remote working position based in County Kerry with additional office support offered. Our ideal candidate will possess expertise in pensions, savings and investments products as well as have excellent communication skills and the ability to work remotely.

* The successful applicant will conduct comprehensive financial assessments for clients and develop customized financial plans tailored to their needs.
* The selected candidate must be able to provide ongoing guidance on investment management strategies and keep up-to-date with market trends and regulatory changes.


Qualifications And Skills



1. The ideal candidate should hold certification as a QFA or equivalent qualification

2. A minimum of three years' experience in financial advising is required, preferably focused on mortgages, pensions, and investments

3. In-depth knowledge of finance products regulations lending criteria essential including strong negotiation & assessment abilities

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