
Senior Financial Specialist
5 days ago
We are seeking a skilled and experienced professional to join our team in providing expert financial advice to self-employed clients in County Kerry and Cork.
Responsibilities include:
- Conducting comprehensive financial assessments for clients.
- Developing customized financial plans that meet the unique needs of each client.
- Providing ongoing financial guidance and investment management services to ensure long-term success.
- Staying up-to-date on market trends, regulatory changes, and new products entering the market.
- Maintaining accurate records of client interactions and ensuring compliance with all relevant regulations.
Requirements
- QFA certification or equivalent.
- 3+ 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 complex financial decisions.
What We Offer
- Opportunity to work remotely from County Kerry with additional support.
- Chance to develop your skills and expertise in financial services.
- Collaborative and dynamic work environment.
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