Financial Planning Advisor, Retail Banking, Cork

Date: 9 Jul 2024

Location: Cork, IE, IE

Company: Allied Irish Bank

Role Title:  Financial Planning Advisor, Customer Financial Planning

Location: County Cork

 

This role is being offered on a permanent basis.           

               

Summary of role:

The successful candidate will be an integral member of the team offering financial advice to clients, taking responsibility for all aspects of a client relationship & providing support for colleagues.  The role involves providing professional financial advice to customers & businesses on their financial needs, working to fully understand their financial situation and requirements with advice tailored to meet the customer’s needs.  

 

Key Responsibilities Include:

  • Provide advice to customers covering all of their financial needs particularly in the areas of Protection, Investment, Savings and Pensions. Working as part of our Customer Financial Planning Team who engage with our customers in branch and remotely.
  • Working with regional and local management, support, enable and ensure the achievement of the Bank’s Customer Financial Planning business and financial goals.
  • Deal with the mass market customer segment to grow/retain assets under management and generate wealth income through the provision of excellent advice and customer service.
  • Support the development of key staff in assigned Business Centres/Branches in building skills and expertise in identifying and engaging customers 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:

  1. Fully QFA qualified
  2. Ideally looking for experienced Financial Advisors
  3. Proficient in the use of Microsoft Office
  4. Customer Relationship Management: Seeks out opportunities to create additional value for the customer and AIB, consistently delivers extraordinary service

 

Life at AIB

At AIB, we have a clear purpose - to back our customers to achieve their dreams and ambitions. We want to be at the heart of our customers’ financial lives by giving them an exceptional experience. That goes for our employees too.

 

We are building a culture that breaks the conventions of what our customer and employees expect of a bank.

 

We are committed to offering our colleagues choice and flexibility in how we work and live.  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.  More details on our hybrid working arrangements and expected office attendance for your role will be provided to you during the recruitment process.

 

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 celebrate diversity and believe in a culture of inclusion where all our employees can succeed. We welcome applications from people of diverse backgrounds and abilities. 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.

 

If you feel you have what it takes, click apply and fill in the online application form. If you would like more information please contact the Talent Acquisition Team at careers@aib.ie

 

By when?  Friday 19th July 2024

 

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.


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