Financial Planning Advisor, Customer Financial Planning, South West Region.

AIB; Limerick; Vor Ort; EUR 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Market leading Pension Scheme

Healthcare Scheme

Variable Pay

Employee Assistance Programme

Family leave options

Two volunteer days per year

Zusammenfassung

AIB is seeking a Financial Planning Advisor to support customers across pensions, investments, savings and protection. You will develop relationships with existing customers and proactively identifying opportunities to grow your portfolio through referrals and strong stakeholder partnerships.

You will join a nationwide team of over 140 financial planning professionals, helping customers achieve better financial outcomes while contributing to AIB's growth ambitions.

Qualifikationen

• Fully QFA qualified.
• Strong customer focus and genuine interest in helping customers plan for their financial future.
• Proven track record as a team player with collaboration and process efficiency.

Aufgaben

• Build trusted relationships with customers and tailor financial planning solutions.
• Provide advice across pensions, investments, protection, and savings.
• Engage and motivate branches and stakeholders to generate referrals.
• Manage opportunities from initial conversation to positive outcomes.
• Support regional objectives and drive commercial performance and customer outcomes.
• Operate with high standards of professionalism, governance, risk management and regulatory compliance.

Kenntnisse

Customer focus

Communication skills

Teamwork / collaboration

Regulatory & professional standards

Opportunity identification

Ausbildung

Fully QFA qualified

Jobbeschreibung

At AIB, our values guide how we work and how we support each other. We’re looking for someone who puts Customer First, takes initiative and Owns the Outcome, and is always looking for ways to Eliminate Complexity. You’ll treat colleagues and customers with fairness and Show Respect, and you’ll thrive in a culture built on collaboration where we Be One Team to deliver meaningful impact.

Location/Office Policy: Financial Planning Advisor, Customer Financial Planning, South West Region (Clare/ Limerick/ Kerry). Fully On Site.

• Do you enjoy helping customers build confidence in their financial future through advice on pensions, investments, protection and savings?
• Are you passionate about building trusted relationships and understanding what matters most to each customer?
• Would you like to develop your career within one of Ireland's largest and most established financial planning teams?

What Is The Role

At AIB, we believe that great financial planning can make a real difference to our customers' lives. Customer Financial Planning is a key strategic growth area for AIB, and we are seeking ambitious and customer-focused Financial Planning Advisors to support customers across our nationwide branch network.

As a Financial Planning advisor, you will work with customers to understand their goals, aspirations and financial priorities, providing advice and solutions across pensions, investments, savings and protection.

You will develop relationships with existing customers while proactively identifying opportunities to grow your portfolio through referrals and strong stakeholder partnerships. You will work as part of our nationwide team of over 140 financial planning professionals, helping customers achieve better financial outcomes while contributing to AIB's growth ambitions.

The role may require travel across multiple branches within the assigned geography.

Key Accountabilities

• 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.

Essential

What you Will Bring:

• Fully QFA qualified.
• A strong customer focus and genuine interest in helping customers plan for their financial future
• A proven track record working as a team player with strong focus on collaboration & process efficiency, to capitalise on sales opportunities and consistently working with other support areas to deliver for our customers.
• Excellent communication and relationship-building skills.
• The ability to identify opportunities and deliver positive customer outcomes.
• Confidence working or collaboratively with colleagues and stakeholders.
• A commitment to operating within regulatory and professional standards.

Desirable

• 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.

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;

• Market leading Pension Scheme
• Healthcare Scheme
• Variable Pay
• Employee Assistance Programme
• Family leave options
• Two volunteer days per year

Key Capabilities

• Customer Focus - Builds strong customer relationships through a deep understanding of customer needs and priorities, delivering personalised financial planning solutions and positive experiences.
• Drives Progress - Takes ownership, maintains momentum and delivers results for customers and the business.
• Instils Trust - Acts with integrity, authenticity and professionalism to build credibility and confidence with customers and colleagues.
• Demonstrates Self-Awareness - Seeks feedback, reflects on performance and continually develops personal and professional effectiveness.
• Negotiation and Influence - Builds commitment and achieves positive outcomes through strong communication, influencing and stakeholder engagement.
• Customer Acquisition and Development - Identifies opportunities, develops a healthy pipeline and converts customer needs into long-term financial planning relationships.
• Customer Relationship Management - Develops and maintains strong partnerships with customers, colleagues and stakeholders to drive sustainable business growth

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, Megan Gordon, 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]

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.

Application deadline : 16th November 2026