Financial Consultant (QFA)

at  FDC Group

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.
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: Tipperary Region – Serving Cashel, Cahir, Templemore and Roscrea

ESSENTIAL REQUIREMENTS:

• Resident of Ireland
• 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 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
• Own transport required
• Experience of working in a sales role within a brokerage or similar background would be a distinct advantage to your application

• 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