Join AIB's nationwide network of 120 customer financial planners and drive the achievement of our business goals. As a Customer Financial Planner, you will work closely with regional and local management teams to provide expert advice to customers on financial planning products and grow assets under management.
About the Role
This is an exciting opportunity to develop your skills in building relationships, negotiation, and influence. You will have a strong understanding of all Financial Planning products and a moderate knowledge of other AIB product lines.
* Provide expert advice to customers on Protection, Investment, Savings, and Pensions
* Work with regional and local management teams to drive business goals
* Grow and retain assets under management through exceptional advice and customer service
What We Are Looking For
We are seeking a fully qualified financial advisor with a proven track record in client relationship-building and referrals. Your technical skills should include proficiency in Microsoft Office.
* Qualifications: Fully Qualified Financial Advisor (QFA)
* Experience: Preferably experience as a Financial Advisor
* Technical Skills: Proficiency in Microsoft Office
Why Work for AIB?
AIB offers a hybrid working model, market-leading pension scheme, healthcare scheme, and variable pay. Our benefits also include employee assistance programme, family leave options, and two volunteer days per year.