Financial Planning Advisor — Pensions, Investments & Savings

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 in Dublin is seeking a Financial Planning Advisor to support customers across pensions, investments, savings and protection. You will build trusted relationships with clients, understand goals and provide tailored financial planning advice, working onsite in our nationwide branch network.

The role requires Fully QFA qualification, a strong customer focus, and excellent communication as you collaborate with branch colleagues to grow portfolios while upholding regulatory

Qualifications

• Fully QFA qualification required.
• Experience providing financial planning advice is preferred.
• Experience in a target-driven environment is beneficial.
• Strong communication and relationship-building skills.

Responsibilities

• Provide advice across pensions, investments, savings and protection.
• Develop relationships with existing customers and grow portfolio via referrals.
• Collaborate with branch colleagues and stakeholders to generate opportunities.
• Manage opportunities from initial contact to positive outcomes.
• Ensure high standards of professionalism and regulatory compliance.

Skills

Customer focus

Communication skills

Team player

Regulatory compliance

Education

QFA qualification

Job description

Allied Irish Banks in Dublin is seeking a Financial Planning Advisor to support customers across pensions, investments, savings and protection. You will build trusted relationships with clients, understand goals and provide tailored financial planning advice, working onsite in our nationwide branch network.

The role requires Fully QFA qualification, a strong customer focus, and excellent communication as you collaborate with branch colleagues to grow portfolios while upholding regulatory