Life & Pension - Financial Advisor QFA

at  Campion Insurance

Campion Insurances Ltd part of PIB group, one of the largest insurance brokers in Ireland are pleased to share the following role within the PIB Group in Ireland based in Limerick or Ennis. We provide our clients with solutions to all their insurance needs ranging from home and motor insurance, to complex commercial business packages. We also provide a full range of health, life, pension, investment and mortgage products.
We have a role available in either our Limerick or Ennis office. We are seeking to recruit an experienced, ambitious and self-motivated Life & Pensions Financial Advisor to join part of our successful and growing organisation. The successful candidate will be provided with the opportunity to develop their knowledge and skills. We offer competitive salary with bonus, expenses, mobile phone and laptop.
Duties & Responsibilities
Identify financial services needs with potential and existing clients
Provide professional best advice and consultation with respect to needs
Make recommendations and provide solutions to client’s requirements ensuring adherence to compliance regulations and standards.
Provide ongoing service and advice to clients.
Build strong relationships
Work to agreed targets and standards.
Desired Skills and Experience
Minimum Selection Criteria
(QFA) Qualified Financial Advisor
At least 5 years’ experience as a Financial Advisor
Proven successful track record in client facing meetings with responsibility for target delivery
Previous experience in a face to face Life & Pensions Advisor role, either in a brokerage or banc assurance
Excellent communication skills
Motivated, self-starter with ability to work on own initiative and as part of a team.
Candidates must pass all compliance and legal background checks before being selected
The successful candidate will be provided with a comprehensive training programme.
We have offices located in Dublin, Cashel, Thurles, Kilkenny, Urlingford, Cork, Mullingar, Roscommon, Portlaoise, Limerick, Nenagh, Enniscorthy, Ennis, Wicklow and Galway. Our dedicated professional employees provide local expertise and service to all our clients.
We’ve been in business over 35 years now and we are very proud of our many achievements during this time including winning the Deloitte’s Best Managed Companies Award for 13 years running, reaching platinum standard.
At Campion Insurance we are mindful of the key elements which have contributed to our success – our loyal customers and dedicated employees. We encourage and provide our employees with the opportunity to further their education with CIP, ACII, MDI and QFA Exams. We believe that training and development is a continuous process and that all employees should be encouraged to further their professional development in areas that will benefit both the company and the individual. We are committed to employing dedicated and driven people from every background and we believe you will find Campion Insurance a rewarding place to work.
Salary
€40,000 to €60,00

Please refer the Job description for details