Financial and Mortgage Advisor
We are seeking a skilled Financial and Mortgage Advisor to provide expert financial guidance to clients in County Kerry.
This role is ideal for individuals with a background in financial services, particularly those specializing in pension, savings, investments, and mortgage-related matters.
The successful candidate will be qualified as a GFA or willing to undertake studies to achieve this 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 and 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
Remuneration:
A competitive salary package is on offer, comprising a base salary, performance-based bonuses, pension, income protection, medical cover, and 22 days of annual leave.
Salary Estimate: €60,000 - €80,000 per annum