Wealth Planning Advisor for Affluent Clients

Posted 1 hour 21 minutes ago by Allied Irish Banks

Permanent
Full Time
Other
Dublin, Dublin, Ireland
Job Description

Allied Irish Banks is seeking a Financial Planning Specialist for Customer Financial Planning in the Dublin City & South region. You will advise affluent clients on pensions, investments, protection and savings, while building lasting relationships and growing your portfolio through referrals.

The role requires Fully QFA qualification, with CFP qualification welcomed. You will collaborate with a nationwide team, travel across branches, and operate within a hybrid work model offering home and