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As a Financial Planning Consultant, you will help customers across Dublin 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.
Job Responsibility:
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
Requirements:
At least three years experience in life assurance and pension advice