Expert Financial Solutions

4 days ago

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

Financial Solutions Expert

Job Overview:

We are seeking an experienced Financial Solutions Expert to deliver high-quality financial guidance and support.

Key Responsibilities:
  • Conduct comprehensive financial assessments for clients, analyzing their current financial situations and providing actionable recommendations.
  • Develop customized financial plans tailored to meet the unique needs of each client, encompassing budgeting, investments, and wealth management.
  • Provide ongoing financial guidance and investment management services to ensure clients' long-term financial stability and success.
  • Stay updated on market trends and regulatory changes, applying this knowledge to inform and enhance client services.
  • Maintain accurate records of client interactions and ensure compliance with all relevant regulations and industry standards regarding client documentation and disclosures.
Required Skills and Qualifications:
  • Hold a certification as a Qualified Financial Advisor (QFA) or equivalent, demonstrating expertise in financial planning and advisory services.
  • Possess at least 3 years of experience in financial advising, with a focus on mortgages, pensions, and investments.
  • Demonstrate an in-depth understanding of financial products, regulations, and lending criteria.
  • Exhibit strong analytical skills to assess clients' financial situations and recommend suitable financial options.
  • Display exceptional communication and negotiation skills to effectively guide clients through the mortgage process.
Benefits:

As a key member of our team, you will enjoy a competitive salary package, including benefits such as health insurance and retirement savings.

Additional Information:

For more information about this role and how to apply, please refer to the company's website or contact the HR department directly.

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