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AIB Group

Financial Planning Advisor, Customer Financial Planning, North West Region

AIB Group

  • Mayo / Sligo
  • Not disclosed
  • Permanent full-time
  • Updated 31/10/2017
  • Administrator
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Financial Planning Advisor, Customer Financial Planning, North West Region


Role: Financial Planning Advisor, AIB Customer Financial Planning

Location: North West Region


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 build, influence and manage relationships.


You have a strong results focus approach to your work. You are comfortable working independently and as part of that team. You have a proven track record in developing and promoting your business. You can clearly demonstrate collaborative qualities, working with others to achieve common goals.


Your next challenge

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

  • Provide advice to 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.
  • 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.

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 looking for experienced Financial Advisors
  3. Proficient in the use of Microsoft Office


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.


What’s next?

If you meet the minimum criteria and would be interested in this exciting opportunity please click apply and complete the online application. If you require further information on this role contact Lisa Byrne from the Resourcing team on 017724451



AIB does not accept resumes from headhunters, placement agencies or other suppliers that have not signed a formal agreement with us. Our engagement with recruitment agencies is restricted to specified hiring needs and will not accepted without direct engagement with Resourcing Team.  Therefore, any resume received from an unapproved supplier will be considered unsolicited.

Ref: RCB43712
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AIB Group

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