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Financial advisor qfa

Campion Insurance
Financial advisor
Posted: 11 December
Offer description

Company DescriptionCampion Insurance is one of Ireland's leading insurance brokers, with nearly 40 years of expertise in providing tailored insurance solutions. Now part of PIB Group, we operate across Ireland, offering a wide range of insurance products, including personal, business, and financial services. Our offerings cover car, home, farm, and business insurance, as well as financial services such as investments, mortgages, pensions, protection, and savings. Known for excellence, Campion Insurance has been honored with the Deloitte Best Managed Companies Award from 2011 to 2023, underscoring our commitment to exceptional customer service through a team of dedicated professionals. .Role DescriptionThis is a full-time hybrid Financial Advisor QFA role based in Dublin, with flexibility offering work-from-home arrangements. Our Financial Advisors provide expert advice to clients on financial planning, retirement planning, investments, and related advisory services. Key responsibilities include assessing client financial situations, developing tailored financial plans, advising on various financial products, and maintaining strong client relationships to support their financial goals.QualificationsExpertise in Financial Planning and Financial Advisory to guide clients on achieving their financial goals.Strong knowledge of Investments and Retirement Planning, with a focus on delivering comprehensive solutions to clients.A background in Finance and a deep understanding of financial services products such as pensions, protection, and savings.Excellent interpersonal, communication, and analytical skills to effectively understand and meet client needs.QFA (Qualified Financial Advisor) certification required, with additional relevant qualifications or experience in financial services considered an asset.Ability to work independently in a hybrid environment while ensuring consistent client support and engagement.

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