Financial Planning Advisor, Galway/Mayo

Date: 20-Jan-2023

Location: Galway/Mayo, IE

Company: Allied Irish Bank

Role Title:  Financial Planning Advisor, Customer Financial Planning




This role is being offered on a permanent basis.


Summary of role:

  • 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.


Who are we?

We’re AIB. A strong Irish bank packed with purpose - to back our customers to achieve their dreams and ambitions. That goes for our employees too. We’re made of small teams where you have the chance to shine.


Why join us?

We are excited about how we have changed our focus. We want to be at the heart of our customers’ financial lives by giving them an exceptional experience. We are building a culture that breaks the conventions of what our customers and employees expect of a bank.


Does this sound like something that you want to be part of?


AIB Brand Values

It is a given that the role holder will be a strong role model of the AIB Values:  Drive Progress, Show Respect, Be One Team, Own the Outcome and Eliminate Complexity.


Minimum Criteria Please note that the following criteria form the basis of your answers on the application form.

  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


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:


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

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