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Expert Financial Planner

3 weeks ago

Cork, Cork, Ireland beBeeInvestment Full time €40,000 - €50,000
Financial Services Professional

We are seeking an experienced and skilled professional to provide expert financial advice to self-employed clients in Counties Kerry and Cork.

This role involves conducting comprehensive financial assessments, developing customized financial plans, and providing ongoing financial guidance and investment management services.

The ideal candidate will possess a strong understanding of financial products, regulations, and lending criteria, as well as excellent communication and negotiation skills.

The successful candidate will be responsible for maintaining accurate records of client interactions and ensuring compliance with regulatory requirements regarding client documentation and disclosures.

This is a fantastic opportunity for a motivated and experienced financial advisor to contribute to the success of our company.