Financial Advisor

4 weeks ago

Cork, Cork, Ireland RedChair Recruitment Full time

We are presently recruiting for a Financial Advisor County Kerry. You will come from a financial services background and will be tasked with offering financial advice to clients who are self-employed. With a focus on pension, savings and investments products, you will keep abreast of new products entering the market and sell into clients that are located in Counties Kerry and Cork. You will be QFA qualified, have excellent communication skills and have the ability to work remotely. This is a full-time, remote working position based in County Kerry with additional office support offered.

Responsibilities:
  • Conduct comprehensive financial assessments for clients.
  • Develop customized financial plans.
  • Provide ongoing financial guidance and investment management services.
  • Stay updated on market trends, 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 €40 -€50,000 with additional bonuses related to performance offered. For further information, please email me directly at adrien@redchair.ie

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