Financial Consultant QFA - Abbeyfeale

FDC Group, Ltd.; Abbeyfeale; On-site; EUR 42,000 - 55,000; 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 a maternity leave cover role within its growing advisory team. The position is based in Abbeyfeale with travel to surrounding offices and focuses on client relationships, comprehensive financial planning, and business development.

You will manage an existing client base and work to expand the portfolio by identifying client needs and delivering tailored investment, pension, savings, and protection solutions.

Qualifications

• Must hold QFA designation and be fully qualified.
• Excellent verbal and written communication skills.
• Proactive learner with drive for the company's growth.
• Systematic workload management and ability to prioritise.
• Team player with positive working relationships with coworkers and partners.
• Experience in a sales role within brokerage or similar is advantageous.

Responsibilities

• Provide clients with comprehensive financial planning solutions, including tailored investments, pensions, savings and protection.
• Manage an existing portfolio of clients and develop relationships with new and existing clients in the region.
• Identify financial planning needs and generate new business with existing and potential clients to achieve targets.
• Deliver high-level professional advice and consultations tailored to clients' needs.
• Conduct in-depth evaluations of clients' financial situations, current provisions, future goals and risk attitude with a thorough fact-find.
• Assist in improving administrative processes with support staff and contribute to ongoing development.

Skills

Relationship building

New business development

Financial planning

Communication

Team player

Education

QFA

Job description

We are searching for a Qualified Financial Consultant on 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.

Wearelooking 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'sall about creatinglong‑termpartnerships that drive loyalty and success.

Location:Abbeyfeale, 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 agreedbusiness targetsand 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

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