Job Description
We are seeking a highly skilled Financial and Mortgage Advisor to join our team in County Kerry. As a specialist in the financial services industry, you will provide expert advice on pension, savings, investments, and mortgage-related matters to our clients.
Responsibilities:
* Conduct thorough financial assessments for clients to identify their financial goals and objectives.
* Develop tailored financial plans that cater to each client's unique needs and circumstances.
* Offer ongoing guidance and investment management services to ensure clients achieve their long-term financial goals.
* Stay up-to-date with market trends and regulatory changes to provide informed advice and guidance.
* 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 is preferred.
* Minimum 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.
* Excellent communication and negotiation skills to guide clients through the mortgage process.
Benefits:
The successful candidate will receive a competitive salary package, including a base salary, performance-related bonuses, pension, income protection, medical benefits, and 22 days of annual leave.