Financial Consultant QFA - Abbeyfeale

Posted 13 Days Ago
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Abbeyfeale, Limerick, IRL
In-Office
Entry level
Pharmaceutical • Manufacturing
The Role
Provide comprehensive financial planning advice covering investments, pensions, savings, and protection. Manage existing clients, build new relationships, identify financial needs, generate business, conduct detailed client fact-finds, meet targets, maintain compliance, and keep current with financial products and legislation. The role requires QFA qualification or progress toward it and involves travel between Abbeyfeale and surrounding offices.
Summary Generated by Built In

We are searching for a Qualified Financial Consultant on a maternity leave cover contract to join our growing advisory team in Ireland.

At FDC, our strength lies in our local presence. We work closely with clients in our communities, building trusted, long-term relationships that make a real difference to businesses, farms, families, and individuals. 

We are looking for someone who enjoys building genuine relationships while also bringing in new clients. You will work with an established client base, strengthening trust and helping them grow over time. It's all about creating longterm partnerships that drive loyalty and success. 

Location: Abbeyfeale, with expected travel to surrounding offices.  


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.
  • 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
  • Employee assistance program
  • 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 temporary Maternity Leave Cover Contract

 Schedule: Monday to Friday

Skills Required

  • Fully Qualified Financial Adviser (QFA) or currently working toward the QFA qualification
  • Effective verbal, telephone, and written communication skills
  • Ability to prioritize and systematically manage an active workload
  • Accountability for positive relationships with coworkers, management, and business partners
  • Initiative and ability to achieve positive outcomes and business goals
  • Ability to work effectively as part of a team
  • Sales experience within a brokerage or similar environment
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The Company
Year Founded: 1936

What We Do

FDC Limited is a leading pharmaceutical company dedicated to innovating, manufacturing, and marketing high-quality healthcare products globally. A forerunner in the manufacture of Oral Rehydration Salts (ORS) and Ophthalmics, the company operates globally approved manufacturing facilities for Active Pharmaceutical Ingredients (APIs) and Finished Dosage Forms, exporting over 300 products to more than 50 countries.

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