Customer Financial Planning - Financial Planning Advisor, South East

Allied Irish Banks; Dublin; On-site; EUR 45,000 - 60,000; Full time

Job summary

A leading financial institution in Dublin seeks a Financial Planning Advisor to provide comprehensive financial advice, develop customer relationships, and achieve business goals. Ideal candidates are fully QFA qualified with a strong background in financial planning and excellent communication skills. The position is fully on-site, fostering collaboration within a team-focused environment and offers various employee benefits.

Benefits

Variable Pay

Employee Assistance Programme

Family leave options

Qualifications

• Proven track record in building relationships with clients and stakeholders.
• Strong understanding of financial planning products.
• Experience in advisory roles preferred.

Responsibilities

• Provide advice covering financial needs including protection and investments.
• Support the achievement of financial goals.
• Grow/retain assets under management through excellent customer service.
• Develop key staff skills in financial planning.
• Maintain strong partnerships across channels.

Skills

Customer Relationship Building

Negotiation

Financial Planning Knowledge

Communication

Education

Qualified Financial Advisor (QFA)

Tools

Microsoft Office

Job description

Location/Office Policy: Financial Planning Advisor, Customer Financial Planning –South East (Waterford, Tipperary, Kilkenny, Carlow, Waterford). Fully On-Site role.

• Are you a highly motivated and performance driven individual with a proven track record, a self-starter who thrives in competitive environments.
• We are looking for an excellent communicator, skilled in both negotiation and challenging mind sets. Someone who can successfully build, influence and manage relationships.
• Do you have a strong results focus approach to your work, comfortable working independently and as part of that team to develop and promote your business.

What is the Role:

Customer Financial Planning is a large and growing division of AIB and a key strategic area for development over the coming years. This is an opportunity to join a nationwide network of 120 advisors across the AIB branch network. The role requires the individual to potentially cover multiple branches in the geography.

The role holder is expected to have a strong understanding of all Financial Planning products and a moderate knowledge of other AIB product lines. The role holder will have a proven track record in building relationships both with customers and stakeholders to generate referrals and converting referrals to meetings.

Key accountabilities:

• Provide advice to customers covering all of their financial needs particularly in the areas of Protection, Investment, Savings and Pensions.
• Working with regional and local management, support, enable and ensure the achievement of the Bank’s Customer Financial Planning business and financial goals.
• Deal with the mass market customer segment to grow/retain assets under management and generate wealth income through the provision of excellent advice and customer service.
• Support the development of key staff in assigned Business Centres/Branches in building skills and expertise in identifying and engaging customers with financial planning needs.
• Develop and maintain strong partnerships with colleagues across multiple channels to ensure that the Customer Financial Planning business is appropriately positioned

This role is part of the Fitness & Probity Regime and Individual Accountability Framework, which set out the specific requirements applicable.

• Fully QFA qualified
• Ideally looking for experienced Financial Advisors
• Proficient in the use of Microsoft Office

Why work for AIB:

Some of our benefits include;

• Variable Pay
• Employee Assistance Programme
• Family leave options

Please click here for further information about AIB’s PACT – Our Commitment to You.

Key Capabilities

• Customer First: Building strong customer relationships and delivering customer centric solutions.
• Instils Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.
• Self -aware: U sing a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses.
• Negotiation and Influence: Engages in discussion to reach an agreement and create outcomes, affecting the action, behaviours, or opinions of others.
• Account Acquisition and Development: Proactively identifies potential customers and builds a healthy pipeline. Converts pipeline, focusing on tailored customer needs. Nurtures relationships and builds value to develop and grow customer accounts.
• Relationship Management: Cultivates and maintains business relationships, partnerships, and alliances internally, externally and virtually with key stakeholders.

If you are not sure about your suitability based on any aspects of the role advertised, we encourage you to please contact the Recruiter for this role , Mia Coyne, at [e-mail] for a conversation.

AIB is an equal opportunities employer, and we pride ourselves on being the first bank in Ireland to receive the Investors in Diversity Gold Standard accreditation from the Irish Centre for Diversity. We are committed to providing reasonable accommodations for applicants and employees. Should you have a reasonable accommodation request please email the Talent Acquisition team at [e-mail]

Disclaimer:

Unsolicited CV’s sent to AIB by Recruitment Agencies will not be accepted for this position. AIB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners.