Financial Planning Advisor – Wealth & Client Growth (On Site)

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

Job summary

A leading financial institution in Limerick seeks a Customer Financial Planning Advisor to provide comprehensive financial advice while building relationships with customers and stakeholders. The ideal candidate will be fully QFA qualified, skilled in negotiation, and proficient in Microsoft Office. This role offers the potential for a flexible working model and a commitment to employee development and well-being.

Benefits

Variable Pay

Employee Assistance Programme

Family leave options

Qualifications

• Proven track record in building relationships with customers.
• Experience in the areas of Protection, Investment, Savings, and Pensions.
• Comfortable working independently and as part of a team.

Responsibilities

• Provide advice to customers covering financial needs.
• Work with management to achieve business goals.
• Support the development of staff in Business Centres.

Skills

Communication skills

Negotiation skills

Relationship management

Education

Fully QFA qualified

Tools

Microsoft Office

Job description

A leading financial institution in Limerick seeks a Customer Financial Planning Advisor to provide comprehensive financial advice while building relationships with customers and stakeholders. The ideal candidate will be fully QFA qualified, skilled in negotiation, and proficient in Microsoft Office. This role offers the potential for a flexible working model and a commitment to employee development and well-being.