Financial Planning Advisor, Customer Financial Planning, Dublin

5 days ago

County Dublin, Ireland Aib Group Full time

Location/Office Policy: Financial Planning Advisor, Customer Financial Planning, Dublin (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

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