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Financial planner

Waterford
PIB Group
Financial planner
Posted: 7 February
Offer description

Campion Insurance, part of the PIB Group, is one of Ireland's 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 uncapped bonus 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:

#HP

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