Financial Advisor

FDC Group - Helping Irish Businesses Succeed; Munster; 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 is seeking a Qualified Financial Consultant to join our advisory team in Ireland. The role focuses on expanding the client base, servicing existing profitable clients and key introducers, with a well-established local client base in the region.

Based in Ennis with travel to Ennistymon and nearby offices, you will provide comprehensive financial planning, pensions, investments and protection.

Qualifications

• Candidate must be fully QFA qualified and CPD compliant.
• Proven experience in similar role.
• Excellent written and phone communication skills.
• Desire to learn, improve and contribute to company growth.
• Systematic workload management and prioritization.
• Accountability in maintaining positive working relationships.

Responsibilities

• Provide clients with comprehensive financial planning solutions including tailored investment solutions, pensions, savings and protection.
• Manage an existing portfolio of clients and develop relationships with new and existing clients within the region.
• Identify financial planning needs and generate new business with existing and potential clients to achieve targets.
• Deliver high level professional advice and consultation to clients' needs.
• Undertake in-depth evaluations of clients' financial situations and objectives.

Skills

QFA qualified

CPD compliant

Effective communication

Sales experience

Team player

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

Essential 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

FDC Benefits:

• 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

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

Job Types: Full-time

Schedule: Monday to Friday

Supplemental pay types:

• Bonus pay
• Performance bonus