Financial Planning Advisor, South West Region - Limerick City / County

Location/Office Policy:  Financial Planning Advisor, Customer Financial Planning. South West Region (Limerick City / County areas )

Fully On Site role

• Are you a highly motivated and performance driven individual with a proven track record, self-starter who thrives in a competitive environment?
• 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 a 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

This is an opportunity to join and nationwide network of Financial Planning Advisors and support the ambitious growth plans for the Retail Wealth business. This role is based in the Dublin region and requires and individual to potentially cover multiple branches in a specific geography of the region.

This role will be a fast paced one, will see engagement with several stakeholders, adapting to strong accountabilities for delivery for customer’s needs, as part of a team that excels in customer engagement, understanding customer needs, and developing and delivering on new business opportunities.   

Key accountabilities:

• Champion a Customer First approach to support our purpose, ambition and values by ensuring processes and procedures consistently promote good outcomes for all our customers.
• In conjunction with the Regional Sales Manager, lead and coach the branch locations to achieve income and sales referrals, focusing on key segments such as Protection, Pensions and Investments.
• Deliver exceptional customer experience, focus on building awareness of our advice capability, enabling customers to self-serve, whilst also maximising our own internal enablers to create greater capacity.
• Communicate effectively and work collaboratively as part of a team, and within the branch network.
• Supports the drive for productivity, efficiency, and customer excellence within the financial planning team, with primary focus on ensuring accuracy of information and speed of delivery to provide exceptional customer experience and Financial Advisor delivery.
• Work collaboratively with all areas of the business to meet shared objectives as per Financial planning scorecard for 2026.   
• Hold self and others accountable to meet commitments. Act with a clear sense of ownership and communicate with clarity and conviction. 
• This role is part of the Fitness & Probity Regime and Individual Accountability Framework, which set out the specific requirements applicable.

What you Will Bring:

• Applicants must hold a full QFA qualification.
• Track record of delivering a consistent level of exceptional service to customers & proven track record of delivering strong results against agreed targets.
• A strong track record working as a team player with strong focus on collaboration & process efficiency, to capitalise on sales opportunities and consistently working with other support areas to deliver for our customers.
• Strong influencing, coaching and communication skills. 
• Has a strong understanding of customer financial need areas, attention to detail and a strong focus on commercial acumen and delivering for our customer first focuses.

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

Why Work for AIB

Some of our benefits include;

• Market leading Pension Scheme
• Healthcare Scheme
• Variable Pay
• Employee Assistance Programme
• Family leave options
• Two volunteer days per year

Please click here for further information about AIB’s PACT – Our Commitment to You.

Key Capabilities

• Customer First
• Ensures Accountability
• Eliminates Complexity
• Develops & Empowers
• Customer Relationship Management
• Negotiation and Influence

If you are not sure about your suitability based on any aspects of the role advertised, we encourage you to please contact careers@aib.ie.

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

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.  

Application deadline: 31st March 2026