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Financial Planning Advisor, Athlone

1 month ago

Galway, Galway, Ireland TN Ireland Full time

Social network you want to login/join with:

Client:

Allied Irish Bank

Location:

Roscommon, Ireland

Job Category:

Other

EU work permit required:

Yes

Job Reference:

dff8950b1bc5

Job Views:

3

Posted:

19.04.2025

Expiry Date:

03.06.2025

Job Description:

Location/Office Policy: Athlone / Roscommon (Fully On-Site)

  • Are you motivated, performance-driven, and thrive in competitive environments?
  • Are you an excellent communicator skilled in negotiation, with the ability to challenge mindsets and influence?
  • Do you have a results-focused approach and the ability to work independently while contributing effectively to a team?

What is the role:

Customer Financial Planning is a large and growing division of AIB and a key strategic area for development over the coming years. This is an opportunity to join a nationwide network of 120 advisors across the AIB branch network. The role requires the individual to potentially cover multiple branches in the geography.

The role holder is expected to have a strong understanding of all Financial Planning products and a moderate knowledge of other AIB product lines. The role holder will have a proven track record in building relationships both with customers and stakeholders to generate referrals and converting referrals to meetings.

Key Accountabilities:

  • Provide expert advice to customers on a broad range of financial needs, particularly in the areas of Protection, Investment, Savings, and Pensions.
  • Work closely with regional and local management teams to support and drive the achievement of the Bank's Customer Financial Planning business and financial goals.
  • Deal with the mass market customer segment to grow and retain assets under management, while generating wealth income through exceptional advice and customer service.
  • Support the development of key staff in assigned Business Centres/Branches, enhancing their ability to identify and engage clients with financial planning needs.
  • Develop and maintain strong partnerships with colleagues across multiple channels to ensure that the Customer Financial Planning business is appropriately positioned.
  • This role is part of the Fitness & Probity Regime and Individual Accountability Framework, which set out the specific requirements applicable.

What you will bring:

  • Qualifications: Fully Qualified Financial Advisor (QFA).
  • Experience: Preferably, experience as a Financial Advisor with a proven track record in client relationship-building and referrals.
  • Technical Skills: Proficiency in Microsoft Office.

Why work for AIB?

We are committed to offering our colleagues choice and flexibility in how we work and live, and our hybrid working model enables our people to balance their time between working from home and their designated office, subject to their role, the needs of our customers, and business requirements.

Some of our benefits include:

  • Variable Pay
  • Employee Assistance Programme
  • Family leave options

Please click here for further information about AIB's PACT – Our Commitment to You.

Key Capabilities

  • Customer Focus: Building strong customer relationships and delivering customer-centric solutions.
  • Instils Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.
  • Demonstrates self-awareness: Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses.
  • Negotiation and Influence: Engages in discussion to reach an agreement and create outcomes, affecting the action, behaviours, or opinions of others.
  • Account Acquisition and Development: Proactively identifies potential customers and builds a healthy pipeline. Converts pipeline, focusing on tailored customer needs. Nurtures relationships and builds value to develop and grow customer accounts.
  • Relationship Management: Cultivates and maintains business relationships, partnerships, and alliances internally, externally, and virtually with key stakeholders.

If you are not sure about your suitability based on any aspects of the role advertised, we encourage you to please contact the Talent Acquisition team at [emailprotected] for a conversation.

AIB is an equal opportunities employer, and we pride ourselves on being the first bank in Ireland to receive the Investors in Diversity Gold Standard accreditation from the Irish Centre for Diversity. We are committed to providing reasonable accommodations for applicants and employees. Should you have a reasonable accommodation request please email the Talent Acquisition team at [emailprotected]

Disclaimer:

Unsolicited CVs sent to AIB by Recruitment Agencies will not be accepted for this position. AIB operates a direct sourcing model, and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners.

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