Job Title: Financial and Mortgage Advisor
Location: County Kerry
Job Summary (50 words)
We are seeking a qualified Financial and Mortgage Advisor to provide expert financial advice to clients, specializing in pension, savings, investments, and mortgage-related matters.
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Job Description
As a Financial and Mortgage Advisor, you will be responsible for conducting comprehensive financial assessments, developing customized financial plans, and providing ongoing financial guidance and investment management services.
You will stay updated on market trends and regulatory changes, maintain accurate records of client interactions, and comply with regulatory requirements regarding client documentation and disclosures.
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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
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Qualifications and Skills
* Certification as a QFA or equivalent preferred
* At least 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
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Benefits
The salary is negotiable and will incorporate a base salary with additional bonuses related to performance, along with pension, income protection, medical, and 22 days of holidays.