Financial Planning Specialist, Customer Financial Planning, Dublin City & South

Allied Irish Banks; Dublin; On-site; EUR 75,000 - 110,000; Full time

Benefits offered by this job

Variable Pay

Employee Assistance Programme

Family leave options

Job summary

Allied Irish Banks is seeking a Financial Planning Specialist for Customer Financial Planning in the Dublin City & South region. You will advise affluent clients on pensions, investments, protection and savings, while building lasting relationships and growing your portfolio through referrals.

The role requires Fully QFA qualification, with CFP qualification welcomed. You will collaborate with a nationwide team, travel across branches, and operate within a hybrid work model offering home and

Qualifications

• Must be Fully QFA qualified and registered.
• Experience providing comprehensive financial planning advice to affluent customers.
• Strong knowledge of pensions, investments, protection and savings.
• Demonstrated ability to build relationships, generate opportunities and deliver results.
• Excellent communication, relationship management, negotiation and influencing skills.
• CFP qualification or willingness to complete this qualification.
• Experience working in a target-driven, customer-focused environment.

Responsibilities

• Build trusted relationships with affluent personal and business customers, delivering comprehensive financial planning solutions tailored to their needs.
• Provide expert advice across pensions, investments, protection and savings while ensuring customer needs remain at the centre of every recommendation.
• Lead and motivate branch colleagues, business centres and stakeholders to generate referral opportunities.
• Support the achievement of regional and local Customer Financial Planning objectives, driving commercial performance and customer outcomes.
• Operate to the highest standards of professionalism, governance, risk management and regulatory compliance.

Education

Fully QFA qualified

CFP qualification or willingness to complete

Job description

Financial Planning Specialist, Customer Financial Planning, Dublin City & South

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 Specialist, Customer Financial Planning, Dublin City & South

• Do you enjoy helping customers build confidence in their financial future through expert advice on pensions, investments, protection and savings?
• Are you passionate about developing lasting relationships with affluent customers and becoming their trusted financial planning partner?
• Would you like to grow your career as part of one of Ireland's largest and most established financial planning teams, supported by a strong referral network and recognised professional development opportunities?

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 Specialists to help support our growing affluent customer base across the Dublin region. As a Financial Planning Specialist, you will work with customers to understand their goals, aspirations and financial priorities, providing tailored 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 with a nationwide team of over 140 financial planning professionals, where you will play an important role in 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 affluent personal and business customers, delivering comprehensive financial planning solutions tailored to their individual needs and goals.
• Provide expert advice across pensions, investments, protection and savings while ensuring customer needs remain at the centre of every recommendation.
• Lead and motivate branch colleagues, business centres and other key stakeholders to generate referral opportunities.
• 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.

What you Will Bring ;

• Fully QFA qualified.
• Demonstrable experience providing comprehensive financial planning advice to customers.
• Strong knowledge of pensions, investments, protection and savings solutions.
• Proven ability to build and manage customer relationships, generate opportunities and deliver results.
• Excellent communication, relationship management, negotiation and influencing skills.
• CFP® (Certified Financial Planner) qualification or willingness to complete this qualification.
• Experience managing a portfolio of affluent or high-value customers.
• Experience working in a target-driven, customer-focused environment.

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

Key Capabilities:

• Customer Focus - Build strong customer relationships through a deep understanding of customer needs and priorities, delivering personalised financial planning solutions and exceptional experiences.
• 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.
• Account Acquisition and Development - Identifies opportunities, develops a healthy pipeline and converts customer needs into long-term financial planning relationships.
• Relationship Management - Develops and maintains strong partnerships with customers, colleagues and stakeholders to drive sustainable business growth.

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]

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