AIB Financial Services Advisor
5 days ago
We are seeking an experienced AIB Financial Services Advisor to join our 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.
Job Summary
The successful candidate will have a proven track record in client relationship-building and referrals, a strong understanding of financial planning products and services, and excellent communication and interpersonal skills. They will also be proficient in Microsoft Office and have a Fully Qualified Financial Advisor (QFA) qualification.
Responsibilities and Deliverables
- Provide expert advice to customers on financial planning products and services.
- Build strong relationships with customers and stakeholders to generate referrals and convert referrals to meetings.
- Work closely with regional and local management teams to achieve business and financial goals.
Benefits and Rewards
- Competitive salary and bonus structure.
- Opportunities for career growth and professional development.
- A supportive and collaborative team environment.
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