Client-Focused Financial Consultant (Maternity Cover)

freedom from debt coalition; Skibbereen; On-site; EUR 45,000 - 65,000; Full time

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 seeks a Qualified Financial Consultant for maternity leave cover. You will manage an existing client portfolio, build new business, and provide comprehensive financial planning including pensions, investments, savings and protection.

Travel to surrounding offices and strong relationship skills are essential. You will work with an established client base, delivering high-quality advice and growing the advisory practice while maintaining compliance and

Qualifications

• Qualified Financial Consultant with QFA is essential.
• Excellent communication and relationship-building skills required.
• Sales orientation with a focus on client growth and retention.
• Experience in financial planning and advisory services preferred.

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, goals and risk attitude with a comprehensive fact find.
• Contribute to administrative process improvements through feedback with support staff.
• Maintain professional development and accreditation through tutorials and seminars.
• Report to management on activities, targets and meetings undertaken.
• Keep up-to-date with financial products and legislation.
• Keep line managers updated on operational issues.
• Achieve or exceed agreed business targets while meeting compliance standards.

Skills

Relationship building

Client management

Communication skills

Time management

Financial planning

Education

QFA

Tools

CRM software

Brokerage systems

Job description

FDC Financial Services Ltd in Ireland seeks a Qualified Financial Consultant for maternity leave cover. You will manage an existing client portfolio, build new business, and provide comprehensive financial planning including pensions, investments, savings and protection.

Travel to surrounding offices and strong relationship skills are essential. You will work with an established client base, delivering high-quality advice and growing the advisory practice while maintaining compliance and