North West Financial Planning Advisor

 Location/Office policy:   North West-Various Locations, Office Centric

The North West Wealth Team has responsibility for delivering on a key element of the overall Bank Strategy - to grow non-interest Income, meet our customer’s needs and deepen relationships with our 3.35 million customers, in our partnership with AIB Life.

A vacancy now exists to join the financial planning advisor team, positioned within the North West region.

What is the Role:

This new role has been devised to support the ambitious growth plans for the Retail Wealth business, particularly the Financial planning Advisor model, based in the North West 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 area’s, attention to detail and a strong focus on commercial acumen and delivering for our customer first focuses.

Why Work for AIB:

We are committed to offering our colleagues choice and flexibility in how we work and live and 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.

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.

As part of the selection process, the successful applicant will be expected to demonstrate the AIB Behaviours and ability in the Behavioural and Technical Capabilities reflected below:

Please note that the capabilities will only be asked at interview stage.

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

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: 12th Feb 2026