Financial Advisor

Red Chair Recruitment; Munster; Remote; EUR 35,000 - 70,000; Full time

Job summary

Red Chair Recruitment is seeking a Financial Advisor for a remote role based in County Kerry, serving clients in Kerry and Cork with pension, savings and investments guidance.

You come from a financial services background, hold QFA or equivalent, and will conduct comprehensive financial assessments and develop personalized plans. Salary is open for negotiation, with a base in the €35,000–€70,000 range plus performance bonuses; remote work is supported.

Qualifications

• Certification as a QFA or equivalent essential.
• 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.

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.

Skills

Excellent communication skills

Negotiation skills

Mortgage process knowledge

Regulatory knowledge

Education

QFA certification

Job description

We are presently recruiting for a Financial Advisor County Kerry. You will come from a financial services background and will be tasked with offering financial advice to clients who are self-employed. With a focus on pension, savings and investments products, you will keep abreast of new products entering the market and sell into clients that are located in Counties Kerry and Cork. Ideal candidate is QFA qualified, have excellent communication skills and have the ability to work remotely. This is a full-time, remote working position based in County Kerry with additional office support offered.

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 essential.
• 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.

Salary is open to negotiation and will incorporate a base salary in the region of €35 -€70,000 with additional bonuses related to performance offered.