Financial Planning Advisor, Cork
6 days ago
Location/Office Policy: Financial Planning Advisor, Customer Financial Planning, Cork (Fully On-Site) Are you a highly motivated and performance driven individual with a proven track record, a self-starter who thrives in competitive environments. We are looking for an excellent communicator, skilled in both negotiation and challenging mind sets. Someone who can successfully build, influence, and manage relationships. Do you have strong results focus approach to your work, comfortable working independently and as part of that team to develop and promote your business. 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 an 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. 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; Market leading Pension Scheme Healthcare Scheme Variable Pay Employee Assistance Programme Family leave options Two volunteer days per year Please click here for further information about AIB's PACT - Our Commitment to You. Key Capabilities Customer First: Building strong customer relationships and delivering customer centric solutions. Instils Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity. Self-Aware 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. Customer 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 Recruiter for this role, Mia Coyne, at 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 Disclaimer: Unsolicited CV's 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. Application deadline: 10th Dec 2025 To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process, click the Apply button below to Login/Register.
-
Client-Centric Financial Planner
6 days ago
Cork, Ireland Allied Irish Banks Full timeA leading national bank in Cork is seeking a highly motivated Financial Planning Advisor to join their team. This position requires excellent relationship-building skills and the ability to advise customers on various financial needs. The ideal candidate is a Fully Qualified Financial Advisor with experience in client relationship management. This role...
-
Life and Pensions Administrator
4 weeks ago
Cork, Ireland Cpl Resources - Cork Full timeCpl is currently recruiting an experienced Life & Pensions Administrator for our financial services client, based in Cork Permanent Position Full time, Mon to Fri Salary: DOE **Full QFA Qualification Required** Key Responsibilities Advise on policy insurance whilst setting up new client files through onboarding, compliance file preparation, AML verification....
-
Life and Pensions Administrator
1 week ago
Cork, Ireland Cpl Resources - Cork Full timeCpl is currently recruiting an experienced Life & Pensions Administrator for our financial services client, based in Cork Permanent Position Full time, Mon to Fri Salary: DOE **Full QFA Qualification Required** Key Responsibilities Advise on policy insurance whilst setting up new client files through onboarding, compliance file preparation, AML verification....
-
Financial Consultant
3 weeks ago
Cork, Ireland Cornmarket Group Financial Services Ltd Full timeWho We Are At Cornmarket , we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services - from car, home, health and life insurance, to income protection, retirement planning and beyond. Role Purpose We are currently...
-
Financial Consultant
1 week ago
Cork, Ireland Cornmarket Group Financial Services Ltd Full timeWho We Are At Cornmarket , we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services - from car, home, health and life insurance, to income protection, retirement planning and beyond. Role Purpose We are currently...
-
Customer Service Advisor Cork
3 weeks ago
Cork, Ireland Excel Recruitment Full timeCustomer Service Advisor Excel Recruitment is looking for an experienced Customer Service Advisor for our client in Cork. This role involves supporting both our online and in-store customer service operations as well as assisting our operations team in dispatch with managing orders. This position would suit someone from a retail background with experience in...
-
Junior Health and Safety Advisor – Cork
3 weeks ago
Cork, Ireland Ayrton Group Full timeAyrton Group have a requirement for a Junior Health and Safety Advisor in the Cork region, working with our client who are a leading building technologies and energy solutions company. This position will involve visiting various pharmaceutical sites within the Cork region weekly. This role offers an initial 6 month contract, with the possibility of...
-
Financial Consultant
4 weeks ago
Cork, Ireland FDC Group Full timeFDC Group is a fast growing, multi-disciplined professional services provider. Established in 1973, with headquarters in Cork and 50+ office locations nationwide, we offer a range of Accounting, Auditing, Taxation, Agri-Consultancy, Financial and Business Advisory to a diversified portfolio of almost 30,000 clients. We are searching for anExperienced...
-
Financial Consultant
3 weeks ago
Cork, Ireland FDC Group Full timeFDC Group is a fast growing, multi-disciplined professional services provider. Established in 1973, with headquarters in Cork and 50+ office locations nationwide, we offer a range of Accounting, Auditing, Taxation, Agri-Consultancy, Financial and Business Advisory to a diversified portfolio of 30,000+ clients. We are searching for an Experienced Qualified...
-
Chief Financial Officer
3 weeks ago
Cork, Ireland University College Cork (UCC) Full timePermanent Whole Time Post UCC wishes to appoint an experienced and dynamic individual to the role of Chief Financial Officer (CFO). The Chief Financial Officer will lead the strategic and operational management of UCC's financial resources, ensuring long-term sustainability and enabling the delivery of its academic mission. The appointee will be a dynamic...