
Chief Financial Strategist
1 week ago
We are seeking a seasoned financial advisor to join our team in County Kerry. As a key member, you will provide expert financial guidance to self-employed clients, leveraging your knowledge of pension, savings, and investments products.
With a focus on staying up-to-date with market trends and regulatory changes, you will develop customized financial plans, conduct comprehensive assessments, and offer ongoing investment management services.
Key Responsibilities:
- Conduct thorough financial evaluations for clients.
- Design tailored financial strategies.
- Provide continuous financial support and investment management expertise.
- Stay informed about market developments and regulatory updates.
- Maintain accurate records of client interactions and ensure compliance with relevant regulations.
Required Qualifications and Skills:
- QFA certification or equivalent qualification.
- At least 3 years of experience in financial advisory, with a focus on mortgages, pensions, and investments.
- In-depth understanding of financial products, regulations, and lending criteria.
- Able to assess clients' financial situations and recommend suitable options.
- Excellent communication and negotiation skills to guide clients through the mortgage process.
This is a full-time position based in County Kerry, with remote work possibilities.
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