Financial Planning Specialist, Thurles

 Location/Office Policy:  Thurles, Office Centric

• Are you highly motivated and a performance driven self-starter who thrives in competitive environments?
• Are you an excellent communicator, skilled in both negotiation and challenging mind sets who can successfully build, influence, and manage relationships?
• Do you have strong results focus approach to your work and are 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 advisors across AIB. The role requires the individual to potentially cover multiple branches in the geography.

The role holder is expected to have a 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:

• Deliver comprehensive and tailored financial advice to the Bank’s affluent customer base, addressing needs across Protection, Investment, Savings, and Pensions.
• Collaborate with regional and local leadership to support and drive the achievement of the Bank’s Customer Financial Planning objectives and financial performance targets.
• Develop and manage a portfolio of high-net-worth clients, focusing on asset growth and retention, while generating wealth income through bespoke financial planning solutions for both personal and business customers.
• Mentor and support key personnel within assigned Business Centres and Branches, enhancing their ability to identify and engage customers with financial planning needs.

• Cultivate strong, collaborative relationships with colleagues across various channels to ensure the effective positioning and integration of the Customer Financial Planning proposition 

What you Will Bring.

• Fully Qualified Financial Advisor (QFA) certification.
• Ideally, the Certified Financial Planner (CFP) designation or a willingness to obtain it upon appointment.
• Demonstrated expertise and deep knowledge of financial planning and the broader financial services landscape.

• Proficiency in Microsoft Office and digital tools relevant to financial planning

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.

Key Capabilities

• Customer First
• Collaborates
• Drives Progress
• Negotiation and Influence
• Customer Relationship Management
• Customer Acquisition and Development  

If you are not sure about your suitability based on any aspects of the role advertised, we encourage you to please contact the Recruiter for this role, Mia Coyne, at careers@aib.ie  for a conversation.

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 : 25th June 2025