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Financial Planning Consultant

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Bank of Ireland

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Location:
Ireland

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Category:
Finance

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Contract Type:
Not provided

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Salary:

65000.00 - 80000.00 EUR / Year
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Job Description:

As a Financial Planning Consultant, you will help customers across South 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 South Leinster 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
  • Qualified Financial Advisor (QFA)
  • Full, clean Irish driving licence
What we offer:
  • 23 days annual leave
  • excellent pension contributions
  • 6 months paid maternity leave
  • innovative fertility and surrogacy policy
  • working parent and carer supports
  • health insurance contribution
  • Employee Assistance Programme
  • WebDoctor
  • financial wellbeing coaches
  • company car or car allowance

Additional Information:

Job Posted:
May 20, 2026

Expiration:
May 28, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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