What is the opportunity?
As a Financial Planning Consultant, you will help customers across Leinster plan confidently for their financial future.
Working with one of Ireland's leading wealth management providers, you will build trusted, long term relationships and deliver clear, personalised financial advice that reflects what matters most to each customer.
With access to an existing customer base, ongoing referrals and market leading tools, you can focus on delivering value while continuing to grow your career at Bank of Ireland.
This is a branch based role, with time spent across a number of Dublin locations.
In this role, you will:
Build strong, trusted relationships by understanding customers' goals, priorities and personal circumstances.
Provide clear, compliant financial advice and develop tailored financial plans aligned to customer needs.
Work closely with branch colleagues and bank partners to build effective referral relationships and support new business opportunities.
Grow new and existing business across savings, pensions and investment solutions using Bank of Ireland's wealth propositions and platforms.
Use digital tools, including our Digital Advice Platform and Customer Portal, to enhance the customer experience and meet all regulatory and compliance standards.
What will make you stand out?
You are customer focused and take pride in delivering advice with integrity, professionalism and care.
With three years experience in life assurance and pension advice in Ireland or the UK, you listen carefully and ask the right questions to understand what matters most to each customer.
You are organised and proactive, managing your time effectively while maintaining high standards of administration and compliance.
You enjoy building relationships and working collaboratively with colleagues and referral partners.
You are curious about economic and product developments and motivated to continue developing your technical knowledge, supported by structured training and ongoing professional development.
Essential qualifications
Qualified Financial Advisor (QFA).
Full, clean Irish driving licence.
More about the team
Wealth Advice and Distribution is part of Bank of Ireland Group and provides customers with access to easy to understand life assurance, pension, savings and investment solutions.
The team works closely with colleagues across the Bank to deliver a strong, customer focused proposition.
Our consultants support customers across a broad range of investment styles and solutions, using market leading wealth propositions and digital tools to help customers make informed decisions at every stage of life.
You will join a collaborative, supportive team that values professionalism, continuous learning and putting the customer at the centre of everything we do.
Why work with us?
The Bank of Ireland company culture prioritises work life balance, along with 23 days annual leave and excellent pension contributions.
Family can mean different things to different people; we offer 6 months paid maternity leave, an innovative fertility and surrogacy policy, along with working parent and carer supports.
Your health and wellbeing is important to us; we offer a substantial health insurance contribution, Employee Assistance Programme, WebDoctor and financial wellbeing coaches.
We also encourage and support colleagues to pursue educational and professional qualifications to grow and improve your career.
Salary range for this role is €65,000 - €80,000 per annum, with a company car or car allowance.
Key Competencies
Customer Focused - Leader
Better together - Leader
Be Decisive - Leader
Take Ownership - Leader
Manage Risk - Leader
We welcome applications from people of all backgrounds, lived experience, abilities and perspectives.
We provide reasonable accommodations at every stage of our recruitment process for disabilities, neurodivergence or medical conditions.
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