Financial Planning Advisor, Customer Financial Planning, Donegal
Donegal, Ulster 1 month ago
Job Description
Location/Office Policy:
Financial Planning Advisor, Customer Financial Planning, Donegal (Fully On:Site)
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Are you a highly motivated and performance driven individual with a proven track record, a self:starter who thrives in competitive environments.
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We are looking for an excellent communicator, skilled in both negotiation and challenging mind sets. Someone who can successfully build, influence, and manage relationships.
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Do you have strong results focus approach to your work, comfortable working independently and as part of that 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 the AIB branch network. The role requires the individual to potentially cover multiple branches in the geography.
The role holder is expected to have an 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:
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Provide expert advice to customers on a broad range of financial needs, particularly in the areas of Protection, Investment, Savings and Pensions.
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Work closely with regional and local management teams to support and drive the achievement of the Bank's Customer Financial Planning business and financial goals.
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Deal with the mass market customer segment to grow and retain assets under management, while generating wealth income through exceptional advice and customer service.
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Support the development of key staff in assigned Business Centres/Branches, enhancing their ability to identify and engage clients with financial planning needs.
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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:
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Qualifications:
Fully Qualified Financial Advisor (QFA).
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Experience:
Preferably, experience as a Financial Advisor with a proven track record in client relationship:building and referrals.
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Technical Skills:
Proficiency in Microsoft Office.
Why Work for AIB
We 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;
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Market leading Pension Scheme
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Healthcare Scheme
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Variable Pay
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Employee Assistance Programme
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Family leave options
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Two volunteer days per year
Please clickherefor further information about AIB's PACT : Our Commitment to You.
Key Capabilities
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Customer First:
Building strong customer relationships and delivering customer centric solutions.
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Instils Trust:
Gaining the confidence and trust of others through honesty, integrity, and authenticity.
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Self:Aware
Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses.
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Negotiation and Influence:
Engages in discussion to reach an agreement and create outcomes, affecting the action, behaviours, or opinions of others.
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Customer Acquisition and Development:
Proactively identifies potential customers and builds a healthy pipeline. Converts pipeline, focusing o
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