Financial Planning Advisor, Kildare/Laois/Offaly

3 weeks ago


Longford, Ireland Allied Irish Banks Full time
Location/Office Policy: Kildare/Laois/Offaly (Fully On-Site)

Are you:

- Motivated, performance-driven, and thrive in competitive environments?
- An excellent communicator skilled in negotiation, with the ability to challenge mindsets and influence?
- Results-focused with 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.

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

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 Recruiter for this role, Mia Coyne, at careers@aib.ie 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 careers@aib.ie.

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

#J-18808-Ljbffr

  • Longford, Ireland TN Ireland Full time

    Social network you want to login/join with:RPN required for CAMHS Midlands Laois/Offaly/Longford/WestmeathClient: Nurse on CallLocation: Longford, IrelandJob Category: OtherEU work permit required: YesJob Reference: f00c2a9e0b44Job Views: 86Posted: 21.01.2025Expiry Date: 07.03.2025Job Description:RPN required for CAMHS Midlands...


  • Longford, Ireland Nurse on Call Full time

    RPN required for CAMHS Midlands Laois/Offaly/ Longford / Westmeath RPN required to work in Longford/Westmeath/ Laois/ Offaly Child and Adolescent Mental Health Services Position will be based in Mullingar Monday – Friday Hours: 9am -5pm Immediate start 3 months with a view to extension To note your interest,


  • Longford, Ireland Nurse on Call Full time

    Staff nurse required for HSE Child and Adolescent Mental Health covering Laois /Offaly and Longford /Westmeath Location in relation to L/O is Portlaoise and L/W is Mullingar. Hours available are between 9-5:30 Mon- Fri Flexibility will be considered Department of health rates apply. To note you interest,


  • Longford, Ireland Health Service Executive Full time

    Job Title: PQSWRollingDML2022 - Professionally Qualified Social Worker – Dublin Mid LeinsterReference: PQSWRollingDML2022Category: Health & Social Care ProfessionalsGrade: 3017 Social WorkerCounty:DublinKildareLaoisLongfordOffalyWestmeathWicklowLocation: A panel will be formed to fill existing and future vacancies for the role of Professionally Qualified...


  • Longford, Ireland TN Ireland Full time

    Job Title:Staff Nurse required for HSE Child and Adolescent Mental HealthAbout the Role:We are seeking a highly skilled Staff Nurse to join our team in HSE Child and Adolescent Mental Health. The successful candidate will be responsible for providing high-quality care to patients and working closely with other healthcare professionals.Key...


  • Longford, Ireland Accountancy & Business Personnel Ltd. Full time

    Our client is seeking a highly motivated and detail-oriented Finance Analyst to join their finance team in the Midlands. The successful candidate will play a key role in financial analysis, variance reporting, and general accounting activities. Reporting to the Financial Controller, this position offers an opportunity to work in a dynamic environment,...


  • Longford, Ireland REACH INTERNATIONAL INC Full time

    The role of Corporate Finance Executive with Reach International Inc offers a unique opportunity to develop your career in a highly progressive environment. This position involves providing a quality and timely service to clients, undertaking assignments including mergers and acquisitions support, due diligence, financial and strategic assessment, company...


  • Longford, Ireland ACCPRO Full time

    At ACCPRO, we're seeking a highly skilled Senior Financial Strategist to join our high-performing finance team. As a key member of our business partnership group, you will act as the liaison between finance and our key business unit, ensuring that finance continues to add value and offer assurance efficiently and effectively.Key ResponsibilitiesWork closely...


  • Longford, Ireland ACCPRO Full time

    Job DescriptionAs a Financial Performance Manager at ACCPRO, you will play a crucial role in ensuring the efficient and effective delivery of financial performance across the organisation. This position requires a strong understanding of finance and the ability to provide commercial insights to support business decision-making. We are looking for an...

  • Management Accountant

    24 hours ago


    Longford, Ireland Matrix Recruitment Group Full time

    As a seasoned Finance Manager, you will have the opportunity to join a growing and well-established food company based in Kildare. Reporting directly to the Financial Controller, you will play a vital role in shaping the company's financial direction and contributing to its ongoing success.Your responsibilities will include preparing and analyzing financial...


  • Longford, Ireland Wallace Myers International Full time

    Wallace Myers International seeks a Senior Financial Analyst to provide expert financial guidance and support to our organisation.About the Role:This is a senior-level position that requires a highly experienced and skilled financial professional to lead our financial analysis and reporting functions.The successful candidate will have a deep understanding of...


  • Longford, Ireland ACCPRO Full time

    We're looking for a talented Financial Operations Expert to join our team at ACCPRO. This role offers an exciting opportunity to work closely with our leadership team, driving financial efficiency and effectiveness throughout the organization.About the RoleThis position involves working as part of a high-performing finance team, acting as a liaison between...


  • Longford, Ireland Wallace Myers International Full time

    Job Description:Wallace Myers International: Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our team at Wallace Myers International. As a key member of our finance department, you will play a crucial role in ensuring the accuracy and reliability of our financial reporting.About the Role:This is an exciting...


  • Longford, Ireland ACCPRO Full time

    Role SummaryThis Commercial Partnership Lead role plays a critical part in driving business success by providing expert financial guidance and support. The successful candidate will work closely with senior management to develop and implement commercial strategies, ensuring the finance team adds value and offers assurance to the business. Key...


  • Longford, Ireland Sigmar Recruitment Full time

    **Company Overview:**Sigmar Recruitment is a leading recruitment agency that partners with top companies to find the best talent. Our clients are forward-thinking organizations that value innovation, collaboration, and results-driven professionals.**Job Description:**We are seeking an experienced Senior Financial Compliance Specialist to join our regulatory...


  • Longford, Ireland Sigmar Recruitment Full time

    JOB SPECIFICATIONOur client seeks a Financial Investigator with financial investigation or audit experience to join its regulatory oversight team and will hold an open competition to fill this position. The post is based in their offices in Dublin 2. Our client operates a Blended Working Policy where staff may work up to 60% of their hours remotely.Reporting...


  • Longford, Ireland Access Talent Group Full time

    ArchitectReference: JS72Sector: ArchitectureSalary: CompetitiveTown/City: County KildareContract Type: PermanentAccess has partnered with a great SME based in County Kildare. Due to the vast amount of project work they have been winning, they are expanding their team and therefore need more Architects to join the busy company. The practice consists of 8...


  • Longford, Ireland Asics Italia S.R.L. Full time

    Do you believe that sport has the power to uplift the mind? Does joining a truly purpose-driven brand align with your values? Well, then, we are looking for you.1. Job purpose- To meet or exceed store sales & KPI targets (as assigned to you by your line manager)- To achieve brand standards in customer service and selling- To achieve brand standards in...


  • Longford, Ireland REACH INTERNATIONAL INC Full time

    Reach International is a leading provider of Financial Services solutions, and we are currently seeking experienced professionals to join our Aircraft Leasing team as Audit Seniors and Assistant Managers. The successful candidates will be fully qualified (ACCA/ACA/CPA or equivalent) and have previous experience of auditing Aircraft Leasing firms.The role...


  • Longford, Ireland Vhi Full time

    Role PurposeThe successful candidate will play a critical role in supporting the Risk Managers in the implementation of risk management practices and promoting a positive risk culture within VHI. Your primary responsibilities will include:Main ResponsibilitiesSupport the Risk Managers in developing and enhancing the Risk Management Framework and Risk...