On-Site Financial Planning Advisor (QFA) – SW Ireland

Allied Irish Banks; Ireland; On-site; EUR 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid working model

Variable Pay

Employee Assistance Programme

Family leave options

Job summary

Allied Irish Banks (AIB) is seeking a passionate Financial Planning Advisor to join our Customer Financial Planning team serving the South West region. You will advise on pensions, investments, protection and savings, building trusted relationships with customers across our nationwide branch network.

Fully on site in the Ireland network, you will develop plans with customers, refer opportunities, and work with branch colleagues to deliver compliant, customer-focused outcomes.

Qualifications

• Fully QFA qualified and committed to ongoing professional development.
• Experience providing financial planning advice within a target-driven environment.
• Strong customer focus and excellent communication skills.
• Ability to build trusted relationships with customers and stakeholders.

Responsibilities

• Provide pensions, investments, protection and savings advice.
• Develop relationships with existing customers and grow portfolios.
• Collaborate with branch colleagues to generate referrals and achieve targets.
• Ensure governance, risk management and regulatory compliance.

Skills

Customer focus

Communication

Teamwork

Opportunity identification

Stakeholder engagement

Regulatory compliance

Financial planning advice

Target-driven environment

Professional development

Education

QFA (Qualified Financial Advisor)

Job description

Allied Irish Banks (AIB) is seeking a passionate Financial Planning Advisor to join our Customer Financial Planning team serving the South West region. You will advise on pensions, investments, protection and savings, building trusted relationships with customers across our nationwide branch network.

Fully on site in the Ireland network, you will develop plans with customers, refer opportunities, and work with branch colleagues to deliver compliant, customer-focused outcomes.