Expert Financial Planner
1 week ago
We are seeking a skilled and experienced Financial Advisor to fill a full-time position in County Cork. As a key professional, you will be responsible for providing expert financial guidance to self-employed clients.
Key Responsibilities:
- Conduct thorough financial assessments for clients to identify areas for improvement and develop customized financial plans.
- Provide ongoing financial guidance and investment management services to help clients achieve their long-term goals.
- Stay up-to-date on market trends and regulatory changes affecting the financial industry.
- Maintain accurate records of client interactions and ensure compliance with regulatory requirements.
Required Qualifications and Skills:
- Professional certification as a QFA (Qualified Financial Adviser) or equivalent.
- Minimum 3 years of experience in financial advising, with a focus on mortgages, pensions, and investments.
- In-depth understanding of financial products, regulations, and lending criteria.
- Excellent communication and negotiation skills to guide clients through complex financial decisions.
- Ability to work independently and collaboratively as part of a remote team.
This is a full-time, remote working position based in County Cork with additional office support offered. We offer a dynamic and supportive work environment, competitive compensation package, and opportunities for professional growth and development.
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