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Über
Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.
Mayo office.
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.
Wearelooking 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'sall about creatinglong-termpartnerships that drive loyalty and success.
Location:Claremorris,with travel required to offices across theCo.
Galwayregion.
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.
The role will require occasional travel for coverage of the network of offices in the region.
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. xyswxtq
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 An employee driven charity fund Bike to work scheme Employee assistance program Company events Additional leave Supplemental pay types: Bonus pay Performance bonus 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 Skills: Financial Advisor Financial Planning Benefits: Pension Fund Medical Aid / Health Care Laptop Group Life Assurance Funeral Plan
TPBN1_IJ
Sprachkenntnisse
- English
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