Senior Advisor Financial Planning

Bank of Ireland; Dublin; Hybrid; EUR 70,000 - 90,000; Full time

Benefits offered by this job

23 days annual leave

Pension contributions

6 months paid maternity leave

Fertility & surrogacy policy

Employee wellbeing programs

Job summary

Bank of Ireland seeks a Senior Advisor Financial Planning to provide expert, customer-focused advice on protection products. Meetings are conducted remotely; the role is hybrid with in-person collaboration in Dublin.

You will drive protection sales, deliver compliant financial plans, and identify cross-sell opportunities while supporting customers’ long-term wealth goals within Wealth Direct.

Qualifications

• Fully Qualified Financial Advisor (QFA).
• This role is classified as a Controlled Function (CF3, CF4, CF5); fitness and probity requirements apply.

Responsibilities

• Develop deep understanding of customer needs and provide protection-focused financial planning solutions.
• Identify and maximise opportunities for customer outreach and engagement.
• Deliver on protection sales and financial targets while adhering to regulatory standards.
• Maximise cross-sell opportunities and refer customers to colleagues with expertise as needed.
• Stay up to date with market trends and evolving customer behaviours.
• Ensure all business written complies with internal and external regulatory requirements.
• Maintain high sales quality standards including accurate fact finds, written advice and AML documentation.
• Lead workflow efficiently to optimise productivity and customer experience.

Skills

Advisory experience

Sales drive

Digital mindset

Organisational skills

Referral generation

Active listening

Negotiation/objection handling

Industry knowledge

Regulatory compliance

Education

QFA

Job description

What is the opportunity ?

As a Senior Advisor Financial Planning, you will provide expert, customer focused advice on Protection products and services to Bank of Ireland customers. You will join a collaborative and innovative team with a strong culture of support, continuous improvement, and a passion for delivering exceptional customer outcomes. We conduct all of our customer meetings remotely.

You will be part of a high performing environment. You will work with driven and dedicated colleagues committed to the best protection solutions for customers. They also focus on advancing their professional growth within Wealth Direct and beyond.

This is an exciting opportunity to join the country's leading wealth management provider in a dynamic, customer centric role. You will have the chance to develop and progress your career in an environment that encourages continuous learning, personal growth, and long term advancement within the Wealth Management Direct team and the wider organisation.

In this role you will

• Develop a deep understanding of customer needs and provide comprehensive protection focused financial planning solutions.


• Identify and maximise opportunities for customer outreach and engagement.


• Deliver on protection sales and financial targets while always acting in the customer's best interest and in full compliance with regulatory standards.


• Maximise cross sell opportunities and ensure the channel is the customer's preferred choice.


• Effectively refer customers to colleagues where additional expertise is required.


• Stay up to date with evolving customer behaviours, market trends, and emerging technologies.


• Ensure all business written is fully compliant with internal and external regulatory requirements.


• Maintain excellent sales quality standards, including accurate fact finds, written advice, AML documentation, and financial plans.


• Lead your workflow efficiently to optimise productivity and deliver an exceptional customer experience.

What will make you stand out?

• Proven success in an advisory or sales focused role within financial services.


• Strong sales drive, motivation, and a passion for delivering results.


• Digital first mindset and adaptability to technology.


• Self starter with excellent organisation, time management, administrative and compliance skills.


• Ability to proactively generate and manage referrals from a wide variety of sources.


• Strong active listening and questioning skills.


• Confident in leading objections and adapting closing techniques to suit different situations.


• Deep industry knowledge with a commitment to continuous professional and technical development.


• Fully meets minimum competency requirements for the role.

Essential Qualifications

• Fully Qualified Financial Advisor (QFA).


• This role is classified as a Controlled Function (CF3, CF4, CF5); successful applicants must meet the Bank's fitness and probity requirements.

More about the team

Wealth Direct has become a preferred channel for a growing number of our customers. We support customers in protecting what matters most, building and growing their wealth, and planning for their long term financial wellbeing. As customer needs evolve, this unit plays an increasingly critical role in helping them thrive.

This is a hybrid role, based primarily in Dublin. We typically ask colleagues to spend a minimum of 8 days per month working in person to support collaboration and connection. Specific arrangements will be confirmed by your recruiter to ensure they meet the needs of the role and team.

#li-hybrid #ij-hybrid

Why work with us?

The Bank of Ireland company culture prioritises work life balance with an opportunity for flexible working, along with 23 days annual leave and excellent pension contributions. Family can mean different things to different people; we offer 6 months paid maternity leave, an innovative fertility and surrogacy policy and working parent supports. Your wellbeing is important to us, we have an employee assistance program, WebDoctor and financial wellbeing coaches available. We also encourage and support staff to pursue educational and professional qualifications to grow and improve your career!

Key Competencies

• Customer Focused - Self


• Better together - Self


• Be Decisive - Self


• Take Ownership - Self


• Manage Risk - Self

We're on a continuous journey to build an inclusive and diverse workplace. We welcome applications from people of all backgrounds, lived experience, abilities and perspectives. We provide reasonable accommodations at every stage of our recruitment process for disabilities, neurodivergence or medical conditions. If you require an accommodation please complete this form and one of our recruitment team members will be in touch via email.Any information provided will be treated as confidential within the recruitment team and used only for the purpose of determining and providing appropriate accommodations for the application and recruitment process.

Where Agency assistance is required Bank of Ireland Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Bank of Ireland by Recruitment Agencies will not be accepted for this role.