Financial Consultant Qfa, County Tipperary

Resumeset; Ireland; On-site; EUR 40,000 - 60,000; Full time

Job summary

A leading financial services provider in Ireland is seeking a Qualified Financial Consultant to join their advisory team. This full-time role involves providing tailored financial planning solutions, managing client portfolios, and identifying new business opportunities. The ideal candidate should be fully QFA and CPD compliant, possess effective communication skills, and have experience in a similar role. FDC Group offers an occupational pension scheme, generous EAP, and additional benefits, fostering a positive workplace culture.

Benefits

Occupational Pension Scheme

Aviva Care

Death in Service benefit

Generous EAP programme

Income Protection

Bike to work scheme

Company events

Additional leave

Qualifications

• Proven experience in a similar financial consultant role.
• Must maintain positive relationships with clients and colleagues.

Responsibilities

• Provide clients with comprehensive financial planning solutions.
• Manage and develop relationships with existing and new clients.
• Identify client financial planning needs to achieve performance targets.

Skills

Effective communication

Client relationship management

Sales experience

Education

Fully QFA and CPD compliant

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 Financial Consultant to join our growing advisory team in Ireland as a result of our continuing expansion. The ideal candidate will be skilled at obtaining new clients as well as maintaining and developing existing relationships with profitable clients and key introducers.

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.
• The role will require occasional travel for coverage of the network of offices in the region.

Essential Requirements

• Candidate must be fully QFA and CPD compliant.
• Proven experience in similar role.
• 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, prioritising 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
• 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