Senior Financial Advisor

4 days ago


Kerry, Ireland beBeeFinancial Full time €60,000 - €90,000

Seeking a senior financial advisor to provide expert advice on pensions, savings and investments products.

This is an exciting opportunity for a qualified professional with a background in financial services to offer guidance to clients based in Kerry and Cork.

Responsibilities:

  • Conduct comprehensive financial assessments for clients to identify their financial needs and goals.
  • Develop customized financial plans that meet the individual needs of each client.
  • Provide ongoing financial guidance and investment management services to ensure clients' long-term financial security.
  • Stay updated on market trends, regulatory changes and industry developments to ensure the best possible advice can be given to clients.
  • Maintain accurate records of client interactions and comply with regulatory requirements regarding client documentation and disclosures.

Qualifications and Skills:

  • Certification as a QFA or equivalent is preferred but not essential.
  • A minimum of 2 years experience in financial advising, with a focus on mortgages, pensions and investments.
  • Excellent knowledge of financial products, regulations and lending criteria.
  • Ability to assess clients' financial situations and recommend suitable financial options.
  • Strong communication and negotiation skills to guide clients through the mortgage process.

This is a full-time, remote working position with additional office support offered. The ideal candidate will have excellent communication skills and the ability to work remotely.


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