Financial Planning Advisor, Customer Financial Planning, Kildare / Laois / Offaly

Allied Irish Banks; Leinster; On-site; EUR 50,000 - 70,000; Full time

Job summary

A prominent Irish bank is seeking a Financial Planning Advisor in Leinster. The role involves providing expert financial advice, managing client relationships, and supporting financial goals. Ideal candidates will be fully qualified Financial Advisors with strong skills in client management. The position offers comprehensive benefits and a commitment to work-life balance.

Benefits

Variable Pay

Employee Assistance Programme

Family leave options

Qualifications

• Strong understanding of all Financial Planning products.
• Proven track record in building relationships with customers.
• Experience preferably as a Financial Advisor.

Responsibilities

• Provide expert advice on Protection, Investment, Savings, and Pensions.
• Work with management teams to achieve financial goals.
• Support the development of key staff in Business Centres.

Skills

Client relationship-building

Financial advice

Proficiency in Microsoft Office

Education

Fully Qualified Financial Advisor (QFA)

Job description

Overview

Financial Planning Advisor, Customer Financial Planning, Kildare / Laois / Offaly

Location/Office Policy: Financial Planning Advisor, Customer Financial Planning, Kildare Laois Offaly (Fully On-Site)

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 an 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 expert advice to customers on a broad range of financial needs, particularly in the areas of Protection, Investment, Savings and Pensions.
• Work closely with regional and local management teams to support and drive the achievement of the Bank’s Customer Financial Planning business and financial goals.
• Deal with the mass market customer segment to grow and retain assets under management, while generating wealth income through exceptional advice and customer service.
• Support the development of key staff in assigned Business Centres/Branches, enhancing their ability to identify and engage clients 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

• Qualifications: Fully Qualified Financial Advisor (QFA).
• Experience: Preferably, experience as a Financial Advisor with a proven track record in client relationship-building and referrals.
• Technical Skills: Proficiency in Microsoft Office.

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

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 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: Using 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.
• Customer 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, 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 [e-mail]

Disclaimer:

Unsolicited CVs 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.