Mortgage and Investment Specialist

1 week ago

Cork, Cork, Ireland beBeeFinancial Full time €40,000 - €50,000
Job Description

We are seeking a highly skilled financial professional to join our team in County Cork. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to clients who are self-employed.

Key Responsibilities:

  • Conduct comprehensive financial assessments for clients.
  • Develop customized financial plans that meet the unique needs of each client.
  • Provide ongoing financial guidance and investment management services to ensure clients' financial goals are met.
  • Stay up-to-date on market trends, regulatory changes, and new products entering the market.

Requirements:

  • Certification as a QFA or equivalent is required.
  • 3 years of experience in financial advising, with a focus on mortgages, pensions, and investments.
  • Strong understanding of financial products, regulations, and lending criteria.
  • Ability to assess clients' financial situations and recommend suitable financial options.
  • Excellent communication and negotiation skills to guide clients through the mortgage process.

Benefits include a full-time, remote working position based in County Cork with additional office support offered. Salary is negotiable and incorporates a base salary range of €40 – €50,000 with performance-related bonuses.

This role offers an opportunity to build a successful career in finance while enjoying a high level of job satisfaction.

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