Financial Advisor

2 weeks ago

Dublin, Dublin City, Ireland PIB Group Full time
Overview

Join to apply for the Financial Advisor role at PIB Group.

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. 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.

Ideal opportunity for candidates located close to our Waterford office.

We are seeking to recruit experienced, ambitious and self-motivated Life & Pensions Financial Advisors to join part of our successful and growing organisation. Successful candidates will be provided with the opportunity to develop their knowledge and skills. We offer competitive salary with bonus, expenses, mobile phone, laptop company pension scheme.

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.

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
Minimum Selection Criteria
  • (QFA) Qualified Financial Advisor
  • At least 3-5 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 banking
  • 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.

Successful candidate's will be provided with a comprehensive training programme.

We've been in business 40 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.

Details
  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Finance and Sales
  • Industries: Insurance

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