- 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.
- Desired Skills and Experience
- (QFA) Qualified Financial Advisor. CFP an advantage.
- At least 5 years' experience as a Financial Advisor in local markets.
- Proven successful track record in client facing meetings with responsibility for target delivery
- Previous experience in a customer facing Life & Pensions Advisor role.
- Excellent communication skills
- Motivated, self-starter with ability to work on own initiative and as part of a team.
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.#HP
What We Do
Since our formation in 2015, PIB Group has been on a mission to create a leading position in the provision of specialist insurance solutions across the UK market and beyond.
It’s been an exciting journey as we’ve remained focused and committed to delivering everything that we set out to achieve. We’ve been growing rapidly through acquisition, and by employing outstanding individuals with a wealth of knowledge and experience across the insurance market.
By bringing together companies and individuals recognised as leaders across a range of specialist markets, PIB can draw on their vast expertise and insights which in turn enables customers to enjoy the highest levels of service.
That journey has led to PIB Group today being a highly diversified insurance distribution consolidator focusing on specialist commercial lines and non-standard personal lines products with deep expertise across both direct and B2B distribution through its broking, underwriting and network divisions.
In 2021, PIB Group secured further investment from Apax partners (the ‘Apax Funds’) and re-investment from PIB’s existing investor since 2015 The Carlyle Group. The investments enable PIB to continue our ambitious growth plans.
