Qualified Financial Consultant
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 a range of Accounting, Auditing, Taxation, Agri-Consultancy, Financial and Business Advisory to a diversified portfolio of almost 30,000 clients.
Responsibilities & Qualifications
* 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.
* 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, 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.
* Aviva Care
* 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.
Schedule
* Monday to Friday
Supplemental pay types
* Performance bonus
Seniority level
* Associate
Employment type
* Full-time
Job function
* Finance
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Financial Consultant - Partnerships Team
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