On-Site Financial Planning Advisor – Pensions & Investments

AIB; Limerick; Sur place; EUR 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Market leading Pension Scheme

Healthcare Scheme

Variable Pay

Employee Assistance Programme

Family leave options

Two volunteer days per year

Résumé du poste

AIB is seeking a Financial Planning Advisor to support customers across pensions, investments, savings and protection. You will develop relationships with existing customers and proactively identifying opportunities to grow your portfolio through referrals and strong stakeholder partnerships.

You will join a nationwide team of over 140 financial planning professionals, helping customers achieve better financial outcomes while contributing to AIB's growth ambitions.

Qualifications

• Fully QFA qualified.
• Strong customer focus and genuine interest in helping customers plan for their financial future.
• Proven track record as a team player with collaboration and process efficiency.

Responsabilités

• Build trusted relationships with customers and tailor financial planning solutions.
• Provide advice across pensions, investments, protection, and savings.
• Engage and motivate branches and stakeholders to generate referrals.
• Manage opportunities from initial conversation to positive outcomes.
• Support regional objectives and drive commercial performance and customer outcomes.
• Operate with high standards of professionalism, governance, risk management and regulatory compliance.

Connaissances

Customer focus

Communication skills

Teamwork / collaboration

Regulatory & professional standards

Opportunity identification

Formation

Fully QFA qualified

Description du poste

AIB is seeking a Financial Planning Advisor to support customers across pensions, investments, savings and protection. You will develop relationships with existing customers and proactively identifying opportunities to grow your portfolio through referrals and strong stakeholder partnerships.

You will join a nationwide team of over 140 financial planning professionals, helping customers achieve better financial outcomes while contributing to AIB's growth ambitions.