Client-Focused Financial Advisor – Maternity Leave Cover

Jobless

Limerick

Hybrid

EUR 42,000 - 65,000

Full time

14 days+

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Benefits offered by this job

Occupational Pension Scheme
Aviva Care
Death in Service benefit
Generous EAP programme
Income Protection
Bike to work scheme
Employee assistance program
Company events
Additional leave

Job summary

FDC Financial Services Ltd in Ireland is seeking a Qualified Financial Consultant on a maternity leave cover contract to join our advisory team. You will provide comprehensive financial planning, manage an existing client portfolio and develop new business within the region.

You will build lasting client relationships, deliver high‑quality advice, and contribute to the growth of the practice while staying up to date with products and regulations. Abbeyfeale-based with travel to nearby offices.

Qualifications

  • Fully QFA or working towards the qualification.
  • Excellent communication and written skills.
  • Proactive mindset with focus on growth for the company's client base.
  • Systematic workload management and accountability.
  • Team player with positive working relationships and collaborative approach.
  • Sales experience in a brokerage or similar background is advantageous.

Responsibilities

  • Provide clients with comprehensive financial planning solutions, including tailored investment solutions, pensions, savings and protection.
  • Manage an existing portfolio of clients and develop client relationships with new and existing clients within the region
  • Identify financial planning needs and generate new business with existing and potential clients to achieve performance targets
  • Deliver a consistent, high level of professional advice and consultation with respect to clients’ needs
  • Undertake in-depth evaluations of a client's financial situation, current provisions, future goals, and risk attitude during a comprehensive fact find
  • Contribute to the continuous improvement of administrative processes through feedback and cooperation with support staff
  • Maintain professional development and accreditation through tutorials and seminars
  • Report to management and support staff on activities, targets, and meetings
  • Keep up-to-date with financial products and legislation
  • Keep line managers/directors updated on operational issues
  • Achieve or exceed agreed business targets and meet compliance standards

Skills

Relationship building
Sales experience
Communication skills
Client management

Education

QFA qualification

Job description

FDC Financial Services Ltd in Ireland is seeking a Qualified Financial Consultant on a maternity leave cover contract to join our advisory team. You will provide comprehensive financial planning, manage an existing client portfolio and develop new business within the region.

You will build lasting client relationships, deliver high‑quality advice, and contribute to the growth of the practice while staying up to date with products and regulations. Abbeyfeale-based with travel to nearby offices.

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