On-Site Financial Planning Advisor – Pensions & Investments

AIB; Achill Sound; On-site; EUR 55,000 - 75,000; Full time

Benefits offered by this job

Market-leading Pension Scheme

Healthcare Scheme

Variable Pay

Employee Assistance Programme

Family leave options

Volunteer days

Job summary

AIB is seeking a Financial Planning Advisor to support customers across pensions, investments, savings and protection. The role involves advising on goals and financial priorities, developing relationships with existing customers, and growing the portfolio through referrals within our nationwide branch network.

The role is based fully on site in the Mid East Region (Kildare/Laois/Offaly/ Wicklow), with a strong focus on regulatory compliance and professional standards.

Qualifications

• Fully QFA qualified and able to provide pensions, investments, savings advice.
• Strong customer focus with a proven team‑oriented approach.
• Excellent communication and relationship-building skills.
• Commitment to regulatory and professional standards.

Responsibilities

• Build trusted relationships and deliver tailored financial planning solutions.
• Provide advice across pensions, investments, protection and savings.
• Develop relationships with existing customers and grow the portfolio.
• Collaborate with branch colleagues and stakeholders to generate referrals.
• Ensure governance, risk management and regulatory compliance in all activities.

Skills

Customer focus

Communication skills

Team player

Relationship-building

Regulatory compliance

Education

QFA qualification

Job description

AIB is seeking a Financial Planning Advisor to support customers across pensions, investments, savings and protection. The role involves advising on goals and financial priorities, developing relationships with existing customers, and growing the portfolio through referrals within our nationwide branch network.

The role is based fully on site in the Mid East Region (Kildare/Laois/Offaly/ Wicklow), with a strong focus on regulatory compliance and professional standards.