South East Regional Financial Planning Advisor - On Site

AIB

Munster

On-site

EUR 60,000 - 80,000

Full time

31 hours ago

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Benefits offered by this job

Market leading Pension Scheme

Healthcare Scheme

Variable Pay

Employee Assistance Programme

Family leave options

Two volunteer days per year

Job summary

AIB is seeking ambitious Financial Planning Advisors to support customers nationwide with pensions, investments, savings and protection. This role emphasizes building trusted relationships and delivering personalized financial planning advice within a compliant framework.

You will develop relationships with existing customers, identify opportunities to grow your portfolio through referrals and strong stakeholder partnerships, and may travel across branches to serve customers across the South

Qualifications

Fully QFA qualified.
Strong customer focus with ability to build trusted relationships.
Proven collaboration and ability to work with stakeholders.
Excellent communication and relationship-building skills.
Commitment to regulatory and professional standards.

Responsibilities

Build trusted relationships with customers, delivering tailored financial planning solutions.
Provide advice across pensions, investments, protection and savings.
Grow portfolio through referrals and stakeholder partnerships.
Travel across multiple branches within the assigned geography.
Ensure governance, risk management and regulatory compliance.