Trainee Financial Consultant

FDC Group, Ltd.; Cork; On-site; EUR 30,000 - 45,000; 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 Group, Ltd. is seeking a qualified or almost qualified Trainee Financial Consultant to join our advisory team in Cork. The successful candidate will provide financial planning solutions and manage client relationships within the region.

We offer a competitive benefits package, including an occupational pension, income protection, and additional leave. Candidates must be fully QFA qualified or working towards it.

Qualifications

• Strong communication skills both verbally and in writing.
• Ability to maintain positive working relationships.
• Initiative to achieve business targets and compliance standards.

Responsibilities

• Provide financial planning solutions to clients.
• Manage and develop client relationships.
• Identify financial planning needs to generate new business.

Skills

Client relationship management

Effective communication

Sales experience

Education

QFA Qualification or working towards it

Job description

FDC Group is a fast growing, multi-disciplined professional services provider. Established in 1973, with headquarters in Cork and 50+ office locations nationwide, we offer a range of Accounting, Auditing, Taxation, Agri-Consultancy, Financial and Business Advisory to a diversified portfolio of 30,000+ clients.

We are searching for a qualified or almost qualified Trainee Financial Consultant to join our growing advisory team in Ireland as a result of our continuing expansion.

The Location: Cork City and 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 targetsand meet business compliance standards and requirements.

Essential Requirements

• Candidate must be fully QFA or else working towards the qualification.
• 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, Permanent

Schedule:

• Monday to Friday

Supplemental pay types

• Bonus pay
• Performance bonus