Expert Financial Advisor Opportunity

2 days ago


Shannon, Ireland beBeeFinance Full time €50,000 - €75,000
Financial Planning Specialist

We are seeking an experienced Financial Planning Specialist to join our advisory team in Ireland.

Key Responsibilities:
  • Provide clients with comprehensive financial planning solutions, including tailored investment options, 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.
Required Skills and Qualifications:
  • Full QFA and CPD compliance.
  • Proven experience in a similar role.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • A systematic approach to workload prioritization and time management.
Benefits:
  • Occupational Pension Scheme.
  • Care and Death in Service benefits.
  • Generous EAP programme.
  • Income Protection.
  • Bike to Work scheme.

Additional leave and company events are also offered. FDC Financial Services is an equal opportunities employer and values diversity in the workplace.



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