Financial Consultant (QFA) Clare

  • FDC Group
  • Clare, County Clare, Ireland
  • 08/09/2023
Full time Finance

Job Description

We are seeking a highly motivated and qualified Financial Consultant to join our team. The successful candidate will be responsible for providing expert financial advice and guidance to our clients, with a focus on investment strategy, retirement planning, and wealth management. As a Financial Consultant, you will work closely with clients to understand their financial goals and develop personalized financial plans that help them achieve those goals.

The Location: Co. Clare, Ireland



  • Work with clients to understand their financial goals and develop personalized financial plans
  • Provide expert advice and guidance on investment strategy, retirement planning, and wealth management
  • Evaluate client's financial status, including income, expenses, assets, and liabilities, to identify opportunities for improvement
  • Implement and manage investment portfolios on behalf of clients
  • Monitor and adjust financial plans as necessary to ensure they remain aligned with client's goals and objectives
  • Stay up-to-date with industry trends and changes in regulations that may impact clients' financial plans
  • Achieve or exceed agreed sales targets and meet business compliance standards and requirements


Essential Requirements:

  • Candidate must be fully QFA and CPD compliant
  • Proven experience in a similar role
  • Strong understanding of investment strategies, retirement planning, and wealth management
  • Excellent communication, presentation, and interpersonal skills
  • Ability to work independently and as part of a team.
  • Performs well and takes initiative to attain positive outcomes and goals.
  • Own transport required
  • Experience of working in a sales role within a brokerage or similar background would be a distinct advantage but not essential


We offer excellent benefits including an occupational pension scheme, Death in Service benefit, a generous EAP programme for you and your family and permanent health insurance for those on long term sick leave. On top of that we offer an attainable and generous bonus structure for our Financial Advisors and a valued culture for all.


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



  • Additional leave
  • Bike to work scheme
  • Company events
  • Company pension
  • Free or subsidised travel
  • Profit sharing
  • Sick pay
  • Wellness program
  • Work from home



  • Monday to Friday


Supplemental pay types:

  • Bonus pay
  • Performance bonus


Work Location: In person