Financial Advisor

FDC Group - Helping Irish Businesses Succeed; Munster; On-site; EUR 40,000 - 70,000; Full time

Benefits offered by this job

Aviva Care

Generous EAP programme

Income Protection

Bike to work scheme

Employee assistance program

Company events

Additional leave

Job summary

FDC Financial Services is seeking a Qualified Financial Consultant to join our expanding advisory team in Ireland. Based in Ennis with travel to Ennistymon and surrounding offices, you will service a growing client base and nurture relationships across the region.

You will deliver tailored investment solutions, pensions, savings and protection while maintaining CPD compliance and driving business growth. A strong sales mindset and proven brokerage experience are advantageous.

Qualifications

• Candidate must be fully QFA qualified and CPD compliant.
• Proven experience in a similar role within advisory or brokerage.
• Excellent phone and written communication skills.

Responsibilities

• Provide clients with comprehensive financial planning solutions, including tailored investments, pensions, savings and protection.
• Manage an existing portfolio and develop relationships with new and existing clients in the region.
• Identify client needs and generate new business to meet targets.
• Deliver professional advice and consultation tailored to clients' needs.
• Conduct in-depth fact-finds to assess financial situations, goals and risk tolerance.

Skills

Phone communication

Written communication

Team player

Sales experience

Education

QFA qualification

Job description

We are searching for a Qualified Financial Consultant to join our growing advisory team in Ireland as part of our continued expansion.

At FDC, our strength lies in our local presence. We work closely with clients in our communities, building trusted, long-term relationships that make a real difference to businesses, farms, families, and individuals.

The ideal candidate will be skilled at obtaining new clients while also maintaining and developing strong relationships with existing profitable clients and key introducers. The region already benefits from a substantial and well‑established client base, and the successful candidate will be responsible for servicing and nurturing these relationships to ensure ongoing growth and retention.

Location: Ennis, with expected travel to Ennistymon & surrounding offices.

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
• Ability to undertake in-depth evaluations of a client's financial situation, current provisions, future goals, and risk attitude while conducting a comprehensive fact find with clients to discover their needs and objectives.
• Contribute to the continuous improvement of administrative processes through feedback and cooperation with support staff
• Maintaining professional development and accreditation through tutorials and seminars
• Reporting to management and support staff on activities, business targets, and meetings undertaken
• 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 business compliance standards and requirements
• Candidate must be fully QFA qualified and CPD compliant.
• Proven experience in similar role.
• Communicates effectively and openly, with exceptional phone and written communication skills.
• Actively seeks out possibilities to learn, improve, and develop themselves, as well as practical opportunities for the company's growth.
• A systematic approach to an active workload, prioritizing activities to ensure that they are completed.
• Is accountable for maintaining positive working relationships with coworkers, management, and business partners.
• Performs well and takes initiative to attain positive outcomes and goals.
• Team player that maintains positive working connections with coworkers, management, and business associates
• Experience of working in a sales role within a brokerage or similar background would be a distinct advantage to your application
• Aviva Care
• Generous EAP programme
• Income Protection
• Bike to work scheme
• Employee assistance program
• Company events
• Additional leave

FDC Financial Services is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce

FDC Financial Services Ltd is regulated by the Central Bank of Ireland