We are presently recruiting for a Financial and Mortgage Advisor for our clients in 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.
Responsibilities:
1. Conduct comprehensive financial assessments for clients.
2. Develop customized financial plans.
3. Provide ongoing financial guidance and investment management services.
4. Stay updated on market trends and regulatory changes.
5. Maintain accurate records of client interactions and comply with regulatory requirements regarding client documentation and disclosures.
Qualifications and Skills:
1. Certification as a QFA or equivalent preferred.
2. 2 years of experience in financial advising, with a focus on mortgages, pensions and investments.
3. In-depth understanding of financial products, regulations, and lending criteria.
4. Ability to assess clients’ financial situations and recommend suitable financial options.
5. Strong communication and negotiation skills to guide clients through the mortgage process.
Salary is open to negotiation and will incorporate a base salary with additional bonuses related to performance along with pension, income protection, medical and 22 days holidays.
Apply for this job
You can apply for this job via the application form below.
#J-18808-Ljbffr