Financial Planning Advisor - Build Trusted Futures

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

Benefits offered by this job

Variable Pay

Employee Assistance Programme

Family leave options

Job summary

Allied Irish Banks (AIB) is seeking a Financial Planning Advisor to support customers across pensions, investments, savings and protection. You will build trusted relationships, provide tailored planning advice and grow a healthy portfolio through referrals, within a nationwide team of professionals.

The role may require travel across multiple branches; a Fully QFA qualification and strong communication skills are essential for delivering compliant, customer-centric outcomes.

Qualifications

• Fully QFA qualified.
• Strong customer focus and genuine interest in helping customers plan for their financial future.
• Proven track record working as a team player with collaboration & process efficiency, to capitalise on sales opportunities.
• Excellent communication and relationship-building skills.
• The ability to identify opportunities and deliver positive customer outcomes.
• Experience providing financial planning advice.
• Experience working in a target-driven, customer-focused environment.
• A commitment to ongoing professional development and progression within financial planning.

Responsibilities

• Build trusted relationships with customers, delivering financial planning solutions tailored to their individual needs and goals.
• Provide advice across pensions, investments, protection and savings, ensuring customer needs remain at the centre of every recommendation.
• Engage and motivate branch colleagues, business centres and other key stakeholders to generate quality referral opportunities.
• Manage customer opportunities effectively and follow through from the initial conversation to a positive customer outcome.
• Support the achievement of regional and local Customer Financial Planning objectives, helping drive commercial performance and customer outcomes.
• Operate to the highest standards of professionalism, governance, risk management and regulatory compliance.

Skills

Customer focus

Communication skills

Team player

Regulatory compliance

Education

Fully QFA qualified

Job description

Allied Irish Banks (AIB) is seeking a Financial Planning Advisor to support customers across pensions, investments, savings and protection. You will build trusted relationships, provide tailored planning advice and grow a healthy portfolio through referrals, within a nationwide team of professionals.

The role may require travel across multiple branches; a Fully QFA qualification and strong communication skills are essential for delivering compliant, customer-centric outcomes.