Financial Planning Specialist
We are seeking an experienced Financial Planning Specialist to join our advisory team in Ireland.
Key Responsibilities:
* Provide clients with comprehensive financial planning solutions, including tailored investment options, 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.
Required Skills and Qualifications:
* Full QFA and CPD compliance.
* Proven experience in a similar role.
* Excellent communication and interpersonal skills.
* Ability to work independently and as part of a team.
* A systematic approach to workload prioritization and time management.
Benefits:
* Occupational Pension Scheme.
* Care and Death in Service benefits.
* Generous EAP programme.
* Income Protection.
* Bike to Work scheme.
Additional leave and company events are also offered. FDC Financial Services is an equal opportunities employer and values diversity in the workplace.