Customer Financial Planning - Financial Planning Advisor, South West

Allied Irish Banks; Limerick; On-site; EUR 60,000 - 80,000; Full time

Job summary

A leading financial institution in Limerick seeks a Customer Financial Planning Advisor to provide comprehensive financial advice while building relationships with customers and stakeholders. The ideal candidate will be fully QFA qualified, skilled in negotiation, and proficient in Microsoft Office. This role offers the potential for a flexible working model and a commitment to employee development and well-being.

Benefits

Variable Pay

Employee Assistance Programme

Family leave options

Qualifications

• Proven track record in building relationships with customers.
• Experience in the areas of Protection, Investment, Savings, and Pensions.
• Comfortable working independently and as part of a team.

Responsibilities

• Provide advice to customers covering financial needs.
• Work with management to achieve business goals.
• Support the development of staff in Business Centres.

Skills

Communication skills

Negotiation skills

Relationship management

Education

Fully QFA qualified

Tools

Microsoft Office

Job description

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Company: Allied Irish Bank

Location/Office Policy: Financial Planning Advisor,Customer Financial Planning – South West (Fully On Site)

• 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.

Why would someone want to join your team?

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

What you Will Bring

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

Why Work for AIB:

We are committed to offering our colleagues choice and flexibility in how we work and live and our hybrid working model enables our people to balance their time between working from home and their designated office, subject to their role, the needs of our customers and business requirements.

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 Cap

• Customer First
• Instils Trust
• Self aware
• Negotiation & Influence
• Customer Acquisition & Development
• Customer Relationship Management

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.

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