Hybrid Financial Planner for Affluent Clients

Allied Irish Banks; Limerick; Hybrid; EUR 65,000 - 90,000; Full time

Benefits offered by this job

Variable Pay

Employee Assistance Programme

Family leave options

Job summary

Allied Irish Bank is seeking a Financial Planning Specialist to support our affluent client base across the Dublin region with tailored advice on pensions, investments, savings and protection while building lasting relationships.

Join a nationwide team of over 140 professionals, collaborating with branches to grow referrals and ensure high standards of governance, risk management and compliance in a hybrid work environment.

Qualifications

• Fully QFA qualified and proven financial planning experience.
• Strong knowledge of pensions, investments, protection and savings.
• Experience advising affluent clients and managing expectations.

Responsibilities

• Build trusted relationships with affluent personal and business customers and deliver tailored planning.
• Provide expert advice across pensions, investments, protection and savings.
• Lead and motivate branch colleagues to generate referrals and partnerships.
• Support regional and local Customer Financial Planning objectives and outcomes.
• Operate with professionalism, governance and regulatory compliance.

Skills

QFA qualification

Financial planning

Pensions

Investments

Protection

Savings

CFP qualification

Relationship-building

Communication skills

Portfolio management

Job description

Allied Irish Bank is seeking a Financial Planning Specialist to support our affluent client base across the Dublin region with tailored advice on pensions, investments, savings and protection while building lasting relationships.

Join a nationwide team of over 140 professionals, collaborating with branches to grow referrals and ensure high standards of governance, risk management and compliance in a hybrid work environment.