Job Overview
We are seeking a skilled Financial Planning Specialist to join our team. This role involves providing expert advice to customers on their financial needs, including protection, investment, savings, and pensions.
About the Role
This is an exciting opportunity to work with a large and growing division of AIB, with a nationwide network of advisors across the AIB branch network. The role requires strong communication and negotiation skills, as well as the ability to build and manage relationships with customers and stakeholders.
Main Responsibilities
* Provide expert advice to customers on their financial needs* Work with regional and local management to support the achievement of business goals* Deal with mass market customer segment to grow/retain assets under management
Requirements
* Fully QFA qualified* Experienced in using Microsoft Office* Strong understanding of Financial Planning products and moderate knowledge of other AIB product lines
Benefits
* Market leading Pension Scheme* Healthcare Scheme* Variable Pay* Employee Assistance Programme* Family leave options* Two volunteer days per year