Life & Pensions Financial Advisor - QFA

  • Job Reference: 135130
  • Date Posted: 26 July 2022
  • Recruiter: Easy Web Recruitment
  • Location: Portlaoise
  • Salary: €40,000 to €60,000
  • Sector: Banking & Financial Services
  • Job Type: Full Time Flex
  • Work Hours: Full Time

Job Description

Campion Insurance now part of PIB Group is one of the largest insurance brokers in Ireland. 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 our Portlaoise 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 Life and Pension 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
  • Excellent communication skills
  • Motivated, self-starter with ability to work on own initiative and as part of a team.
  • Proven successful track record in career to date
  • Previous experience in a similar Life & Pensions role, either in a brokerage or banc assurance

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, Claremorris 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 11 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.

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