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Senior financial advisor

Dublin
Campion Insurance
Financial advisor
Posted: 27 November
Offer description

Company Description

Campion Insurance, part of the PIB Group, is one of the largest insurance brokers in Ireland with nearly 40 years of experience in arranging insurance solutions for customers. We operate across multiple offices in Ireland and offer a comprehensive range of personal, business, and financial insurance products, including Car, Home, Van, Farm, Business insurance, Investments, Mortgages, Pensions, Protection, and Savings. Our highly trained team works with over 100 insurance companies to provide tailored coverage at competitive prices. Campion Insurance has been awarded the Deloitte Best Managed Companies Award from 2011 to 2025.

Role Description

This is a full-time hybrid role for a Life and Pensions Advisor RPA QFA CFP based out of Waterford, Portlaoise or Dublin. Successful Candidates will be responsible for providing expert financial planning advice, conducting retirement planning, managing investments, and offering comprehensive financial advisory services. Day-to-day tasks include consulting with clients, analyzing financial data, developing financial plans, and ensuring that clients' financial objectives are met.

Qualifications

* Skills in Financial Planning and Financial Advisory
* Experience in Retirement Planning and Investments
* Knowledge and expertise in Finance
* Strong analytical and decision-making skills
* Excellent communication and interpersonal skills
* Relevant professional qualifications such as QFA (Qualified Financial Advisor), RPA (Retirement Planning Advisor), and CFP (Certified Financial Planner)
* Ability to work independently and in a hybrid work environment
* Experience in providing tailored financial solutions to clients

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