We are searching for a qualified Financial Adviser 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.
The Location: Co. Mayo
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, sales, and meetings undertaken.
Keep up-to-date with financial products and legislation.
Keep line managers/directors updated on operational issues.
Achieve or exceed agreed sales targets and meet business compliance standards and requirements.
Essential Requirements
Candidate must be fully QFA and CPD compliant.
Proven experience in a 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 a hectic 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.
Own transport required.
Experience of working in a sales role within a brokerage or similar background would be a distinct advantage to your application.
We offer excellent benefits including an occupational pension scheme, Death in Service benefit, a generous EAP programme for you and your family and permanent health insurance for those on long term sick leave. On top of that we offer an attainable and generous bonus structure for our Financial Advisors and a valued culture for all.
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
Job Types: Full-time, Permanent
Benefits
Additional leave
Bike to work scheme
Company events
Company pension
Free or subsidised travel
Profit sharing
Sick pay
Wellness program
Work from home
Schedule
Schedule: Monday to Friday
Supplemental pay types
Bonus pay
Performance bonus
Work Location
On the road
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