Financial Consultant - Kerry - RedChair Recruitment

Description

Financial Consultant Job Description

We are seeking a highly skilled Financial Consultant to join our team. As a key member of our team, you will provide expert financial advice to clients who are self-employed, focusing on pension, savings, and investments products.

Responsibilities:

• Conduct comprehensive financial assessments for clients.
• Develop customized financial plans.
• Provide ongoing financial guidance and investment management services.
• Stay updated on market trends, regulatory changes.
• 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 preferred.
• 2 years of experience in financial advising, with a focus on mortgages, pensions, and investments.
• In-depth understanding 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.