We are presently recruiting for a Financial and Mortgage Advisor for our clients in County Kerry. You will come from a Financial services background and will be tasked with offering financial advice to clients, with a specialized focus on pension, savings, investments and mortgage-related matters. Ideally, you will be GFA qualified, part qualified or willing to undertake studies to achieve the qualification.
Responsibilities:
- Conduct comprehensive financial assessments for clients.
- Develop customized financial plans.
- Provide ongoing financial guidance and investment management services.
- Stay updated on market trends, regulatory changes.
- Maintain accurate records of client interactions and comply with regulatory requirements regarding client documentation and disclosures.
Qualifications and Skills:
- 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.
- Ability to assess clients’ financial situations and recommend suitable financial options.
- Strong communication and negotiation skills to guide clients through the mortgage process.
Salary is open to negotiation and will incorporate a base salary with additional bonuses related to performance along with pension, income protection, medical and 22 days holidays. For further information, please email me directly at [email protected]
