Life & Pension - Financial Advisor QFA
2 days ago
Campion Insurances Ltd, part of PIB group, one of the largest insurance brokers in Ireland, is pleased to share the following role within the PIB Group in Ireland based in Portlaoise. 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 our successful and growing organisation. The successful candidate will be provided with the opportunity to develop their knowledge and skills. We offer a 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
- (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.
Salary: €40,000 to €60,000
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