Trusted Financial Planning Advisor

Allied Irish Banks; Ireland; Híbrido; EUR 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Variable Pay

Employee Assistance Programme

Family leave options

Descripción de la vacante

Allied Irish Banks is seeking a Financial Planning Advisor to work with customers across pensions, investments and savings. You will build trusted relationships, advise on financial priorities, and identify opportunities to grow the portfolio within our nationwide branch network.

The role requires Fully QFA qualification, strong communication skills, and a collaborative mindset to deliver superior customer outcomes. A hybrid working model with on-site branch presence is available across Ireland.

Formación

• Strong customer focus with genuine interest in helping customers plan their financial future.
• Proven ability to collaborate with colleagues and other teams to deliver for customers.
• Excellent communication and relationship-building skills.
• Ability to identify opportunities and deliver positive customer outcomes.
• Comfortable working with colleagues and stakeholders under regulatory standards.
• Experience providing financial planning advice.
• Experience in a target-driven, customer-focused environment.
• Commitment to ongoing professional development in financial planning.

Responsabilidades

• Build trusted relationships with customers, delivering tailored financial planning solutions.
• Provide advice across pensions, investments, savings and protection.
• Develop relationships with existing customers and grow the portfolio through referrals.
• Travel across branches within the assigned geography to meet customer needs.
• Support regional and local Customer Financial Planning objectives and navigate governance and compliance.

Conocimientos

Customer focus

Communication

Relationship building

Team player

Stakeholder engagement

Educación

Fully QFA qualified

Descripción del empleo

Allied Irish Banks is seeking a Financial Planning Advisor to work with customers across pensions, investments and savings. You will build trusted relationships, advise on financial priorities, and identify opportunities to grow the portfolio within our nationwide branch network.

The role requires Fully QFA qualification, strong communication skills, and a collaborative mindset to deliver superior customer outcomes. A hybrid working model with on-site branch presence is available across Ireland.