Financial Planning Advisor, Customer Financial Planning, Mid-East Region

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At AIB, our values guide how we work and how we support each other. We’re looking for someone who puts Customer First
, takes initiative and Owns the Outcome
, and is always looking for ways to Eliminate Complexity
. You’ll treat colleagues and customers with fairness and Show Respect
, and you’ll thrive in a culture built on collaboration where we Be One Team to deliver meaningful impact.

Location/Office Policy:
Financial Planning Advisor, Customer Financial Planning, Mid East Region (Kildare/Laois/Offaly/ Wicklow). Fully On Site.

• Do you enjoy helping customers build confidence in their financial future through advice on pensions, investments, protection and savings?
• Are you passionate about building trusted relationships and understanding what matters most to each customer?
• Would you like to develop your career within one of Ireland's largest and most established financial planning teams?

At AIB, we believe that great financial planning can make a real difference to our customers' lives. Customer Financial Planning is a key strategic growth area for AIB, and we are seeking ambitious and customer-focused Financial Planning Advisors to support customers across our nationwide branch network.

As a Financial Planning advisor, you will work with customers to understand their goals, aspirations and financial priorities, providing advice and solutions across pensions, investments, savings and protection.

You will develop relationships with existing customers while proactively identifying opportunities to grow your portfolio through referrals and strong stakeholder partnerships. You will work as part of our nationwide team of over 140 financial planning professionals, helping customers achieve better financial outcomes while contributing to AIB's growth ambitions.

The role may require travel across multiple branches within the assigned geography.

• Build trusted relationships with customers, delivering financial planning solutions tailored to their individual needs and goals.
• Provide advice across pensions, investments, protection and savings, ensuring customer needs remain at the centre of every recommendation.
• Engage and motivate branch colleagues, business centres and other key stakeholders to generate quality referral opportunities.
• Manage customer opportunities effectively and follow through from the initial conversation to a positive customer outcome.
• Support the achievement of regional and local Customer Financial Planning objectives, helping drive commercial performance and customer outcomes.
• Operate to the highest standards of professionalism, governance, risk management and regulatory compliance.

• Fully QFA qualified.
• A strong customer focus and genuine interest in helping customers plan for their financial future
• A proven track record working as a team player with strong focus on collaboration & process efficiency, to capitalise on sales opportunities and consistently working with other support areas to deliver for our customers.
• Excellent communication and relationship-building skills.
• The ability to identify opportunities and deliver positive customer outcomes.
• Confidence working or collaboratively with colleagues and stakeholders.
• A commitment to operating within regulatory and professional standards.
• Experience providing financial planning advice.
• Experience working in a target-driven, customer-focused environment.
• A commitment to ongoing professional development and progression within financial planning.

This role is part of the Fitness & Probity Regime and Individual Accountability Framework, which set out the specific requirements applicable.

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