Financial Planning Specialist, Customer Financial Planning, Dublin

Job title: Financial Planning Specialist, Customer Financial Planning, Dublin

Company: Allied Irish Banks


Job description: Location/Office Policy: Financial Planning Specialist, Customer Financial Planning, Dublin

• 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:

• Provide complex advice to customers the Banks affluent customer base covering all their financial needs 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 bespoke financial planning advice for personal and business customers.
• 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.

What you Will Bring;

• Fully QFA qualified
• Preferably holder of the CFP (certified financial planning) designation or willingness to undertake upon appointment.
• Demonstrable experience in and knowledge of the Financial Planning Advice and Industry
• Proficient in the use of Microsoft Office

Why Work for AIBWe 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 for further information about AIB’s PACT – Our Commitment to You.Key Capabilities

• Customer First: Anticipates customer needs, uses customer insights to build and maintain long lasting profitable relationships delivering customer centric solutions.
• Instils Trust: Expresses self in a credible and trustworthy manner. Gains confidence of others through honesty, integrity, and authenticity.
• Self-Aware: Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. Recognises and reflects on their impact on others.
• Negotiation and Influence: Engages in discussion to reach an agreement and create outcomes, affecting the action, behaviours, or opinions of others.
• Customer Acquisition and Development: Proactively identifies potential customers and builds a healthy pipeline. Converts pipeline, formulating complex customer offerings focusing on tailored needs. Nurtures relationships and builds value to develop and grow customer accounts.
• Relationship Management: Cultivate and maintain long lasting profitable customer relationships business relationships, partnerships, and alliances internally, externally and virtually with key stakeholders.

If you are not sure about your suitability based on any aspects of the role advertised, we encourage you to please contact the Talent Acquisition team at 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 atDisclaimer: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: Friday 4th July

Expected salary:

Location: Dublin

Job date: Thu, 19 Jun 2025 01:49:02 GMT

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