FDC Group
Mayo, County Mayo, Ireland
We are searching for a qualified Financial Adviser 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.
The Location: Mayo 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...