Affluent Financial Planning Specialist

AIB; Donegall West; Hybrid; EUR 60,000 - 75,000; Full time

Benefits offered by this job

Market leading Pension Scheme

Healthcare Scheme

Variable Pay

Employee Assistance Programme

Family leave options

Two volunteer days per year

Job summary

AIB is seeking a Financial Planning Specialist for the North West region (Donegal, Galway, Mayo, Sligo & Leitrim). You will deliver tailored financial planning advice on pensions, investments, protection and savings to affluent customers, building lasting relationships and growing your portfolio.

You’ll work with a nationwide team of specialists, travelling across branches as needed, and enjoy a hybrid working arrangement balancing office and remote activity to meet customer and business needs.

Qualifications

• Fully QFA qualified with proven financial planning experience.
• Experience advising pensions, investments, protection and savings.
• Strong client relationship management and referrals.

Responsibilities

• Build relationships with affluent customers across pensions, investments, and savings.
• Provide tailored financial planning advice in line with goals.
• Lead and collaborate with branch teams to grow portfolio.

Skills

Financial planning experience

Relationship management

Communication skills

Negotiation & influencing

Education

Fully QFA qualified

Job description

AIB is seeking a Financial Planning Specialist for the North West region (Donegal, Galway, Mayo, Sligo & Leitrim). You will deliver tailored financial planning advice on pensions, investments, protection and savings to affluent customers, building lasting relationships and growing your portfolio.

You’ll work with a nationwide team of specialists, travelling across branches as needed, and enjoy a hybrid working arrangement balancing office and remote activity to meet customer and business needs.