Financial Planner

Reposted Yesterday
Be an Early Applicant
Portlaoise, Laois
In-Office
Senior level
Insurance
The Role
As a Financial Advisor, you will identify clients' financial needs, provide advice and solutions, build client relationships, and meet targets while ensuring compliance.
Summary Generated by Built In

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 [email protected].

Closing Date: 27.03.26

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The Company
HQ: London
2,973 Employees

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.

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