QFA Financial Advisor - Grow Client Portfolios & Planning

freedom from debt coalition; Munster; On-site; EUR 55,000 - 75,000; 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 in Ennis, Ireland, seeks a Qualified Financial Consultant to join our advisory team. You will service an established client base across Ennis and nearby offices, while actively developing new business and maintaining introducer relationships.

Your role involves identifying client needs, providing comprehensive financial planning, and delivering compliant, high-quality advice to support growth and retention in the region.

Qualifications

• Fully QFA qualified and CPD compliant.
• Proven experience in a similar role.
• Excellent written and verbal communication skills.
• Strong sales mindset and relationship-building abilities.
• Systematic workload management and accountability.
• Team player with positive working relationships.
• Experience in brokerage sales is advantageous.

Responsibilities

• Provide clients with comprehensive financial planning solutions, including tailored investments, pensions, savings and protection.
• Manage an existing portfolio and develop relationships within the region.
• Identify financial planning needs and generate new business to achieve targets.
• Deliver high-quality professional advice and consultation to clients.

Skills

Client relations

Sales experience

Communication skills

CPD compliance

Education

QFA qualification

Job description

FDC Financial Services in Ennis, Ireland, seeks a Qualified Financial Consultant to join our advisory team. You will service an established client base across Ennis and nearby offices, while actively developing new business and maintaining introducer relationships.

Your role involves identifying client needs, providing comprehensive financial planning, and delivering compliant, high-quality advice to support growth and retention in the region.