Overview
FDC Group is a fast growing, multi-disciplined professional services provider. Established in 1973, with headquarters in Cork and 40+ office locations nationwide, we offer Accounting, Auditing, Taxation, Agri-Consultancy, Financial and Business Advisory to a diversified portfolio of almost 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.
The Location: Based out of our Ennis office, this role requires travel across our network of offices in Co. Clare and Co. Limerick.
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.
* 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.
* Maintain professional development and accreditation through tutorials and seminars.
* Report 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.
* Candidate must be fully QFA and CPD compliant.
* Proven experience in similar role.
* Communicates effectively 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.
* Maintain a systematic approach to an active workload, prioritizing activities to ensure completion.
* Maintain positive working relationships with coworkers, management, and business partners.
* Performs well and takes initiative to attain positive outcomes and goals.
* Team player with 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.
* Own transport essential.
Benefits
* Aviva Care
* Generous EAP programme
* Income Protection
* Bike to work scheme
* Company events
* Additional leave
Note: 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 Details
* Job Types: Full-time, Permanent
* Schedule: Monday to Friday
* Supplemental pay types: Performance bonus
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance
#J-18808-Ljbffr