Financial Planning Specialist, Customer Financial Planning, Dublin

Date: 22-Sep-2022

Location: Dublin, IE

Company: Allied Irish Bank

Role Title:  Financial Planning Specialist, AIB Customer Financial Planning


  • AIB Customer Financial Planning Dublin North & West

This role is being offered on a permanent basis.


Who you are

A highly motivated and performance driven individual with a proven track record.  You are a self-starter who thrives in competitive environments. You are an excellent communicator, skilled in both negotiation and challenging mind sets.  You successfully influence and manage relationships.

You have strong analytical and problem solving ability. You are comfortable working independently; managing your own workload.  You can demonstrate leadership qualities and work collaboratively with others to achieve common goals.


Your next challenge

The role of the Financial Planning Specialist in AIB Customer Financial Planning is to:

  • Provide advice to affluent & business banking customers covering all of their financial needs particularly in the areas of Protection, Investment, Savings and Pensions.
  • Working with regional and local management, support, enable and ensure the achievement of the Bank’s Customer Financial Planning business and financial goals.
  • Develop and manage a portfolio of affluent clients 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 personal & business wealth needs.
  • Develop and maintain strong partnerships with management across all channels to ensure that the Customer Financial Planning business is appropriately positioned and managed.

 What you’ll need

This is an MCC impacted role; applicants must hold the full QFA qualification. This is a Fitness & Probity impacted role and candidates will be required to complete a probity questionnaire and satisfy Fitness & Probity Standards.

  1. Fully QFA qualified
  2. Ideally holder of or working towards the CFP qualification.
  3. Experienced providing personal & business wealth advice at affluent level.
  4. Proficient in the use of Microsoft Office.
  5. Proven track record in generating opportunities to create additional value for the customer & consistently delivering extraordinary service.


Please note: The Minimum Education requirements for entry to AIB is 5 passes in the Leaving Certificate (or equivalent), to include a pass in English and Maths. These must be achieved at either Ordinary or Honours Level. Confirmation of this will be sought if successful for the role.


What else should you demonstrate?

  • Customer Relationship Management: Seeks out opportunities to create additional value for the customer and AIB, consistently delivers extraordinary service
  • Results Focus: Is tenacious in pursuing stretch goals and moves quickly to take advantage of opportunities
  • Teamwork and Collaboration: Creates the team mid set, encourages collaboration and partnership
  • Communication & Influencing: Anticipates the reaction of others and adapts communication and influencing approaches accordingly
  • Problem Solving and Decision Making:  Deals with increasingly complex issues, deciding on the balance between the degree of analysis and taking a decision


Who we are?

AIB is a dynamic and diverse place to work. We are changing from the inside out to become a bank people can believe in. And by people, we mean our employees as well as our customers.

We’re one of Ireland’s biggest banks, but that doesn’t mean you’re just a number when you work here. We’re organised enough to have small teams focussed on one big initiative. Whether we’re analysing data, developing an app or, lending money, we are all focussed on our customers. 

In each team you’ll find leaders who focus as much on people as they do on function. Here, anyone who is responsible for managing people is called a people leader, not a manager. That shows our commitment and focus on the development and engagement of the people who work here.

You’ll find a mix of age, race and gender, where everyone has an opportunity to reach their potential. You’ll find a culture of openness, positivity and respect where everyone has a voice.

We are looking for the best experienced people as well as graduates. We will match your energy and enthusiasm with empowerment so that together we can build a culture that break the conventions of what our customer and employees expect of a bank.


Behavioural Capabilities:

  • Customer Focus
  • Instils Trust
  • Demonstrates Self Awareness
  • Results Focus

Technical Capabilities:

  • Negotiation and Influence
  • Account Acquisition and Development
  • Relationship Management

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


If you feel you have what it takes, Click Apply and fill in the online application form. If you would like more information Chris from the Talent Acquisition Team can help. You can contact them on email @


By when?  Closing date is Friday 14th October 2022

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