We are seeking a seasoned financial advisor to join our team in County Kerry. As a key member, you will provide expert financial guidance to self-employed clients, leveraging your knowledge of pension, savings, and investments products.
With a focus on staying up-to-date with market trends and regulatory changes, you will develop customized financial plans, conduct comprehensive assessments, and offer ongoing investment management services.
Key Responsibilities:
* Conduct thorough financial evaluations for clients.
* Design tailored financial strategies.
* Provide continuous financial support and investment management expertise.
* Stay informed about market developments and regulatory updates.
* Maintain accurate records of client interactions and ensure compliance with relevant regulations.
Required Qualifications and Skills:
* QFA certification or equivalent qualification.
* At least 3 years of experience in financial advisory, with a focus on mortgages, pensions, and investments.
* In-depth understanding of financial products, regulations, and lending criteria.
* Able to assess clients' financial situations and recommend suitable options.
* Excellent communication and negotiation skills to guide clients through the mortgage process.
This is a full-time position based in County Kerry, with remote work possibilities.