Financial Consultant

1 day ago


Shannon, 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: 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.
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.
Own transport essential 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 Analyst

    4 weeks ago


    Shannon, Ireland Pepper Advantage Full time

    Join to apply for the Financial Analyst role at Pepper AdvantageJoin to apply for the Financial Analyst role at Pepper AdvantagePepper Advantage Ireland has been instrumental in helping Irish individuals, businesses and investors navigate their financial journey since 2012. We manage over €19bn worth of assets and have a skilled team of more than 600...

  • Finance Officer

    5 days ago


    Shannon, Ireland CREGG Full time

    Senior Recruitment Consultant - Finance & Commercial at CREGG RecruitmentCREGG is delighted to be recruiting a Finance Officer to join a market leading solar equipment distribution company based in Shannon. As the Finance Officer you will be responsible for managing accounts receivable and payable, financial reporting, reconciliation, and supporting overall...


  • Shannon, Ireland Gkr Search And Selection Full time

    We are recruiting for a rapid-growth engine leasing company which has a requirement for a HR Project Manager.About the job:In this role, you will be responsible for helping to drive HR Services' global organizational goals by formulating strategic objectives and initiating and implementing various projects, initiatives, and tasks to meet HR business...

  • Solution Architect

    1 week ago


    Shannon, Ireland Version 1 Full time

    OverviewBe among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Company DescriptionVersion 1 has celebrated over 28 years in Technology Services and continues to be trusted by global brands to deliver solutions that drive customer success. Our expertise enables our customers to navigate the rapidly changing Digital-First...

  • Cabin Crew

    1 week ago


    Shannon, Ireland Crewlink Ireland Limited Full time

    OverviewBe among the first 25 applicants. Would you like to be part of the Ryanair Group's amazing cabin crew family of 14k+ crew? If you are customer oriented, love delivering a great service and want fast track career opportunities, we would be delighted to hear from you. No experience required, just bags of enthusiasm and team spirit. As Europe\'s largest...

  • Product Owner

    4 days ago


    Shannon, Ireland AXA Partners Full time

    Join to apply for the Product Owner role at AXA PartnersContinue with Google Continue with GoogleJoin to apply for the Product Owner role at AXA PartnersAXA Partners is seeking a Product Owner to join the team in Shannon, Co. Clare. The successful candidate will have responsibility for the vision and roadmap of new and enhanced operational servicing...

  • Customer Assistant

    1 day ago


    Shannon, Ireland Tesco Full time

    OverviewTesco Ireland • Shannon • Apply by 14-Sep-2025We pride ourselves on offering customers the biggest range of products around. And that's not just food, but everything from clothes and kettles to financial services. But did you know we offer the biggest job opportunities too? With stores across the UK and Ireland, and a variety of roles, we are...

  • Customer Assistant

    1 day ago


    Shannon, Ireland Tesco Full time

    OverviewTesco Ireland • Carrick On Shannon, Co. Leitrim • Apply by 23-Sep-2025We pride ourselves on offering customers the biggest range of products around. And that's not just food, but everything from clothes and kettles to financial services.But did you know we offer the biggest job opportunities too? With stores across the UK and Ireland, and a...