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Customer Financial Planning Professional
7 days ago
We are seeking a highly skilled Customer Financial Planning Professional to join our AIB team. In this role, you will be responsible for providing expert advice to customers on a broad range of financial needs, particularly in the areas of Protection, Investment, Savings, and Pensions.
Key Accountabilities
- Develop and maintain strong partnerships with colleagues across multiple channels to ensure that the Customer Financial Planning business is appropriately positioned.
- Support the development of key staff in assigned Business Centres/Branches, enhancing their ability to identify and engage clients with financial planning needs.
- Deal with the mass market customer segment to grow and retain assets under management, while generating wealth income through exceptional advice and customer service.
Required Skills and Experience
- Fully Qualified Financial Advisor (QFA) qualification.
- Preferably, experience as a Financial Advisor with a proven track record in client relationship-building and referrals.
- Proficiency in Microsoft Office.
About AIB
AIB is a leading financial institution committed to delivering exceptional customer experiences. We offer a competitive salary and bonus structure, opportunities for career growth and professional development, and a supportive and collaborative team environment.