Financial Consultant

FDC Group

Cork

On-site

EUR 40,000 - 60,000

Full time

6 days ago
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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 Group's FDC Financial Services in Ireland seeks a Qualified Financial Consultant to join our advisory team on a maternity leave replacement. You will serve an established client base across the region, delivering tailored investment solutions, pensions, savings and protection and helping clients grow through long-term relationships.

The role requires a fully QFA, strong communication, and a proactive, team-focused approach.

Qualifications

  • QFA qualification required as essential credential.
  • Proven ability to communicate clearly, both verbally and in writing.
  • Experience in sales within a brokerage or similar environment is advantageous.

Responsibilities

  • Provide clients with comprehensive financial planning solutions including tailored investments, pensions, savings and protection.
  • Manage an existing portfolio and develop client relationships within the region.
  • Identify financial planning needs and generate new business to achieve targets.
  • Deliver high level professional advice and consultation tailored to client goals.
  • Maintain ongoing professional development and accreditation through tutorials and seminars.

Skills

QFA
Communication
Team player
Initiative
Sales experience

Education

QFA certification

Job description

We are searching for aQualified Financial Consultanton a maternity leave cover contract to join our growing advisory team in Ireland. 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. We are looking for someone who enjoys building genuine relationships while also bringing in new clients. You will work with an established client base, strengthening trust and helping them grow over time. It's all about creating long-term partnerships that drive loyalty and success. Location: Skibbereen, with expected travel to 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 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 temporary Maternity Leave Cover Contract Schedule: Monday to Friday Skills: QFA Communication Initiative team player TPBN1_IJ

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