Financial Planner
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Job Location:
Monthly Salary:
Posted on:
15 hours ago
Vacancies:
1 Vacancy
Job Summary
Campion Insurance part of the PIB Group is one of Irelands leading insurance brokers known for expert advice strong customer relationships and a commitment to developing our people. We offer a dynamic supportive environment with clear career progression and long-term opportunities across our growing business.
Campion Insurance are seeking an experienced Financial Planner to join our team. This role is ideal for a motivated insurance professional who enjoys a sales-driven environment with superior earning incentives and genuine flexible working. This is an opportunity to leverage your expertise in a dynamic client-centric environment.
Expertise & Qualifications
We are seeking professionals who can immediately contribute at a senior level:
Experience: 5 years of demonstrable success in the pension wealth management and protection sectors is essential.
Essential Foundation: QFA (Qualified Financial Advisor) is the minimum requirement to apply.
Success Accelerator: Candidates holding the prestigious CFP (Certified Financial Planner) and/or RPA (Retirement Planning Advisor) designations possess the comprehensive expertise required to immediately thrive lead complex engagements and maximize their potential in this senior position.
Industry Context: A strong track record in broker environments is a significant advantage demonstrating your ability to manage diverse product portfolios and client needs.
Required Skills
As an experienced adviser you will have previous experience;
Meeting clients
Identifying and understanding their financial goals and requirements
Building appropriate recommendations and solutions.
Expertise in pension wealth management and protection sectors.
Strong client relationship management skills.
Ability to thrive in a dynamic client-centric environment.
Experience packaging and selling a range of Pension products is required for this role.
Pay range and compensation package
Compensation: Highly competitive salary structured with excellent performance-based bonus incentives that directly reward success and drive.
Competitive salary with lucrative bonus incentives on achieving target
Flexibility: Enjoy a Hybrid Working Model that promotes work-life balance and autonomy.
Career Trajectory: Clear pathways for career progression and leadership development within a continuously growing firm.
Locations
We have immediate openings in key growth regions: Waterford & Portlaoise
Apply today here or email your CV to
Closing Date: 27.03.26
#HP
Key Skills
- Estate Law
- Trusts
- Wealth Management
- Financial Services
- Financial Concepts
- Microsoft Outlook
- Microsoft Powerpoint
- Securities Law
- Financial Analysis
- Budgeting
- Financial Planning
- Wills
About Company
PIB is a growing group of insurance advisory businesses. Launched in 2015, we have grown rapidly through acquisitions and by employing outstanding individuals with a wealth of knowledge and experience across the insurance market.
