Financial Consultant

7 days ago

Ennis, Clare, Ireland Fdc Group Full time

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: The role requires coverage 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.
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.
Essential Requirements: 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.
FDC Benefits: Occupational Pension Scheme Aviva Care Death in Service benefit 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 Job Types:?
Full-time, Permanent Schedule: Monday to Friday Supplemental pay types: Bonus pay Performance bonus Skills: Financial Advisor Benefits: Fuel Allowance Funeral Plan Group Life Assurance Pension Fund

  • Financial Consultant

    4 days ago

    Ennis, Clare, Ireland FDC Group - Helping Irish Businesses Succeed Full time

    Join to apply for the Financial Consultant role at FDC Group - Helping Irish Businesses SucceedFDC 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...

  • Financial Consultant

    1 week ago

    Ennis, Clare, Ireland FDC Group Full time

    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...

  • Financial Consultant

    1 week ago

    Ennis, Clare, Ireland Fdc Group Full time

    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...

  • Financial Investment Strategist

    1 week ago

    Ennis, Clare, Ireland beBeeInvestment Full time €40,000 - €80,000

    Job Title: Financial Consultant">Main responsibilities include developing and maintaining relationships with existing clients, identifying their financial planning needs and providing tailored investment solutions.A skilled Financial Consultant will manage an existing portfolio of clients and develop new business opportunities within the region.]Key Skills...

  • Strategic Financial Advisors Wanted

    7 days ago

    Ennis, Clare, Ireland beBeeFinancialPlanning Full time €50,000 - €75,000

    FDC Group is a fast-growing, multi-disciplined professional services provider. Established in 1973, with headquarters in Cork and numerous office locations nationwide, we offer a range of accounting, auditing, taxation, agri-consultancy, financial and business advisory services to a diverse portfolio of clients.Key ResponsibilitiesProvide comprehensive...

  • Senior Financial Advisor

    7 days ago

    Ennis, Clare, Ireland beBeeFinancial Full time €50,000 - €70,000

    FDC Group is a fast-growing, multi-disciplined professional services provider offering Accounting, Auditing, Taxation, Agri-Consultancy and Financial Advisory solutions.Main ResponsibilitiesDevelop tailored financial planning solutions for clients including investment strategies, pensions, savings and protection.Manage client relationships within the region...

  • Senior Financial Planner

    5 days ago

    Ennis, Clare, Ireland beBeeExpert Full time €60,000 - €80,000

    Job OverviewFinancial Planning ExpertWe are seeking an experienced Financial Planning Expert to join our team. The ideal candidate will have a proven track record in providing comprehensive financial planning solutions, including tailored investment solutions, pensions, savings, and protection.The successful candidate will manage an existing portfolio of...

  • Strategic Financial Advisor

    4 days ago

    Ennis, Clare, Ireland beBeeFinancial Full time €60,000 - €80,000

    Job OverviewThe ideal candidate will possess exceptional financial planning skills, with the ability to obtain new clients and maintain strong relationships with existing ones.Key Responsibilities:Deliver comprehensive financial solutions to clients, including tailored investment strategies, pension advice, savings plans, and protection services.Manage an...

  • Drive Client Success

    5 days ago

    Ennis, Clare, Ireland beBeeFinancial Full time €60,841 - €70,891

    Job Title:Achieve Financial ExcellenceJob Description:We are seeking a seasoned Financial Consultant to join our dynamic advisory team in Ireland. As a key member of our team, you will be responsible for providing comprehensive financial planning solutions to our clients.Key Responsibilities:Develop and maintain strong relationships with existing clients,...

  • Chief Talent Acquisition Officer

    2 weeks ago

    Ennis, Clare, Ireland beBeeEmployer Full time €60,000 - €80,000

    Job DescriptionWe are seeking an experienced Human Resources professional to lead our HR team. As a key member of our organization, you will be responsible for managing and supporting our HR teams. Your role will involve developing organizational strategies by identifying and researching human resources issues.Main ResponsibilitiesDevelop and implement...