Financial Consultant QFA Bandon

FDC Group is a fast growing, multi-disciplined professional services provider. Established in 1973, with headquarters in Cork and 50+ office locations nationwide, we offer a range of Accounting, Auditing, Taxation, Agri-Consultancy, Financial and Business Advisory to a diversified portfolio of 30,000+ clients.

We are searching for an Experienced 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. 

Location: Bandon, with travel required to offices across the West Cork region.

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.

At least 2 years of experience as a Financial Consultant.

Exceptional verbal and written communication skills.

Proactive in personal development and contributing to company growth.

A systematic approach to an active workload, prioritising activities to ensure that they are completed.

Committed to 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.

Regular travel across the West Cork office network is required to support client engagement, collaboration, and business development.

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