Financial Planning Advisor – Pensions & Investments

AIB; Dublin; On-site; EUR 65,000 - 90,000; Full time

Benefits offered by this job

Market leading Pension Scheme

Healthcare Scheme

Variable Pay

Employee Assistance Programme

Family leave options

Two volunteer days per year

Job summary

AIB seeks a Financial Planning Advisor to support customers nationwide with pensions, investments, savings and protection, working within the branch network. You will develop relationships, understand financial priorities and provide tailored planning solutions, while identifying opportunities to grow portfolios and collaborating with stakeholders across the bank.

You will be part of a team delivering strong customer outcomes in a compliant, regulated environment, with emphasis on customer-first

Qualifications

• QFA qualification required for the role.
• Strong customer focus with a genuine interest in planning.
• Proven team player with collaboration and process efficiency.
• Excellent communication and relationship-building skills.
• Ability to identify opportunities and deliver positive outcomes.
• Commitment to regulatory and professional standards.

Responsibilities

• Build trusted relationships with customers, delivering tailored financial planning solutions.
• Provide advice across pensions, investments, protection and savings.
• Engage and motivate branch colleagues and stakeholders to generate referrals.
• Manage opportunities from initial conversation to positive outcomes.
• Support regional and local Customer Financial Planning objectives and growth.
• Operate to high standards of professionalism, governance and compliance.

Skills

Customer focus

Communication

Teamwork

Opportunity identification

Regulatory awareness

Education

QFA qualification

Job description

AIB seeks a Financial Planning Advisor to support customers nationwide with pensions, investments, savings and protection, working within the branch network. You will develop relationships, understand financial priorities and provide tailored planning solutions, while identifying opportunities to grow portfolios and collaborating with stakeholders across the bank.

You will be part of a team delivering strong customer outcomes in a compliant, regulated environment, with emphasis on customer-first