We are presently recruiting for a Financial and Mortgage Advisor for our clients in Killarney, 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. This is a full-time position based in Killarney, County Kerry.
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.
Salary is open to negotiation and will incorporate a base salary in the region of €32 - €40,000 with additional bonuses related to performance offered.
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