Senior Financial Planner

1 day ago

Cork, Cork, Ireland beBeeFinancial Full time
Job Description

We are seeking an experienced Financial Advisor to join our team. As a key member of our organization, you will be responsible for providing expert financial guidance to clients who are self-employed.

Your primary objective will be to assess clients' financial situations and recommend suitable financial options.

You will be working closely with clients to develop customized financial plans, provide ongoing financial guidance, and manage their investments.

  • Conduct comprehensive financial assessments for clients.
  • Develop tailored financial solutions based on clients' needs.
  • Stay up-to-date on market trends and regulatory changes to ensure compliance and optimal results.
Required Skills and Qualifications

To excel in this role, you will need the following skills and qualifications:

  • Certification as a Qualified Financial Advisor (QFA) or equivalent.
  • 3 years of experience in financial advising, with a focus on mortgages, pensions, and investments.
  • In-depth knowledge of financial products, regulations, and lending criteria.
  • Strong communication and negotiation skills to effectively guide clients through the financial planning process.
Benefits

This is a full-time position that offers a competitive salary range of €40,000-€50,000 per year, plus additional bonuses related to performance.

Others

The ideal candidate will have excellent communication skills, be able to work remotely, and maintain accurate records of client interactions and comply with regulatory requirements regarding client documentation and disclosures.

This role is perfect for someone who is passionate about helping others achieve their financial goals and wants to work in a dynamic and challenging environment.

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