Professional Financial Planner
2 weeks ago
We seek a skilled Financial Planning Specialist to provide expert financial guidance to self-employed individuals in Counties Kerry and Cork.
About the Role:
- Conduct comprehensive financial assessments for clients to identify areas for improvement and recommend suitable financial solutions.
- Develop tailored financial plans that cater to clients' unique needs and goals.
- Provide ongoing financial guidance and investment management services to ensure clients' financial stability and growth.
- Maintain accurate records of client interactions and comply with regulatory requirements regarding client documentation and disclosures.
Key Qualifications:
- Certification as a Qualified Financial Advisor (QFA) or equivalent is required.
- At least 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.
- Strong communication and negotiation skills to guide clients through complex financial processes.
Benefits:
This role offers the opportunity to work with clients in a dynamic and fast-paced environment, with opportunities for professional growth and development.
How You'll Thrive:
- You'll be working closely with clients to understand their financial goals and develop tailored solutions.
- You'll have access to a range of financial products and services to support your clients' needs.
- You'll be part of a team that values collaboration, innovation, and continuous learning.
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