Job Title: Financial and Mortgage Advisor
About the Role
We are currently seeking a skilled Financial and Mortgage Advisor to provide expert financial advice to our clients in County Kerry.
As a seasoned professional with a background in financial services, you will be responsible for delivering tailored financial solutions to our clients, focusing on pension, savings, investments, and mortgage-related matters.
Responsibilities
* Conduct thorough financial assessments to identify clients' needs and goals.
* Develop personalized financial plans that align with clients' objectives.
* Provide ongoing financial guidance and investment management services to ensure clients' long-term success.
* Stay up-to-date on market trends and regulatory changes to maintain a deep understanding of the industry.
* Maintain accurate records of client interactions and ensure compliance with regulatory requirements regarding client documentation and disclosures.
Requirements
* Certification as a QFA or equivalent is preferred.
* A minimum of 2 years of experience in financial advising, with a focus on mortgages, pensions, and investments.
* In-depth knowledge of financial products, regulations, and lending criteria.
* The ability to assess clients' financial situations and recommend suitable financial options.
* Strong communication and negotiation skills to guide clients through the mortgage process.
Benefits
This role offers a competitive salary package, including a base salary, performance-based bonuses, pension, income protection, medical coverage, and 22 days of paid holiday time.