Financial Planning Specialist, Sligo/ Leitrim/ Roscommon

Date: 8 Sep 2023

Location: Northwest Local Market - based, IE

Company: Allied Irish Bank

Role: Financial Planning Specialist, AIB Customer Financial Planning.


Location: Sligo/Leitrim/Roscommon



This role is being offered on a permanent basis.



  • Are you comfortable dealing with High Net Worth customers.
  • Are you experienced in providing advice to customers, particularly in the areas of Protection, Investments, Savings and Pensions.
  • Do you want to be the face of AIB for customers?


About the Role:


Working with Regional & Local Management, you will be part of a team that provides financial advice to customers who are at the core of our business. 


Key Responsibilities Include:

  • Developing and managing a portfolio of affluent clients to grow & protect their assets, and to generate wealth income through the provision of excellent advice and customer service.
  • Developing and maintaining strong partnerships with management across all AIB channels to ensure that Customer Financial Planning is appropriately positioned and managed.
  • Support the development of other Financial Planning Advisors, and of key staff in assigned Branches and Business Centres 




What you will bring:


  • You will be an experienced Financial Advisor who has completed the QFA qualification.
  • You will be a highly motivated and performance driven individual, with a proven track record who thrives in competitive environments.
  • You will be an excellent communicator skilled in both negotiation and challenging mind sets.
  • Willingness to undertake the CFP qualification (if not already held) while in the role.



Life at AIB


At AIB, we have a clear purpose - to back our customers to achieve their dreams and ambitions. We want to be at the heart of our customers’ financial lives by giving them an exceptional experience. That goes for our employees too.

We are building a culture that breaks the conventions of what our customer and employees expect of a bank.


We are committed to offering our colleagues choice and flexibility in how we work and live.  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.  More details on our hybrid working arrangements and expected office attendance for your role will be provided to you during the recruitment process.


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 celebrate diversity and believe in a culture of inclusion where all our employees can succeed. We welcome applications from people of diverse backgrounds and abilities. 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


If you feel you have what it takes, click apply and fill in the online application form. If you would like more information please contact the Talent Acquisition Team at



By when?  Closing date is Friday September 22nd



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.


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