QFA Financial Consultant – Regional Growth & Advisory

FDC Group - Helping Irish Businesses Succeed; Munster; On-site; EUR 45,000 - 65,000; Full time

Benefits offered by this job

Pension scheme

Aviva care

Death in service

EAP programme

Income protection

Bike to work

Employee assistance

Company events

Additional leave

Job summary

FDC Financial Services Ltd in Ireland seeks a Qualified Financial Consultant to join the advisory team. You will service an established client base in Ennis with travel to Ennistymon and surrounding offices, driving growth and retention.

The role emphasizes comprehensive financial planning, strong client relationships, and ongoing professional development within a respected local firm.

Qualifications

• Qualified Financial Consultant with QFA accreditation and CPD compliance.
• Proven experience in a financial advisory or brokerage role.
• Strong communication and relationship-building skills.

Responsibilities

• Provide clients with comprehensive financial planning solutions, including investments, pensions, savings and protection.
• Manage an existing portfolio and develop relationships with new and existing clients in the region.
• Identify needs and generate new business to achieve targets.
• Deliver professional advice and conduct thorough fact-finds with clients.
• Maintain up-to-date knowledge of financial products and legislation.

Skills

QFA

CPD compliant

Sales experience

Client relationships

Education

QFA accreditation

Job description

FDC Financial Services Ltd in Ireland seeks a Qualified Financial Consultant to join the advisory team. You will service an established client base in Ennis with travel to Ennistymon and surrounding offices, driving growth and retention.

The role emphasizes comprehensive financial planning, strong client relationships, and ongoing professional development within a respected local firm.