Financial Planning Consultant

Opportunity

As a Financial Planning Consultant, you will meet customers in person across Dublin and support them in making confident decisions about their financial future. You will work with one of Ireland’s established wealth management providers, giving clear and compliant advice on life assurance and pensions through face-to-face financial planning discussions that foster trust and lasting relationships. Because there is already an existing customer base, along with strong referral activity and modern advisory tools, you can concentrate on advice-led customer engagement while developing your career within Bank of Ireland.

This is a branch-based position, with work time spread across several Dublin branch locations.

What you will do

• Hold in-branch meetings with customers and provide straightforward, compliant guidance on life assurance and pension solutions aligned to their needs and personal circumstances.
• Create durable customer relationships through high-quality financial planning conversations.
• Develop new and repeat business across pensions, protection, savings, and investments using Bank of Ireland’s wealth offerings.
• Partner with branch teams and referral contacts to identify and progress advice opportunities.
• Use digital advice tools and platforms to support planning discussions and improve the overall customer experience.

What will help you stand out

The ideal candidate will already have experience as a Life and Pensions Advisor and a strong background in delivering face-to-face financial advice in a customer-facing setting. You should enjoy meeting people directly, building trust quickly, and helping them navigate important financial decisions with confidence and empathy.

You will need practical experience in life assurance and pension advice, along with the ability to lead financial planning conversations and explain complex matters in a clear, reassuring manner. The role also suits someone who is customer-oriented, works well with others, and is motivated to expand their advisory pipeline through strong engagement with customers and referral partners. A curious attitude toward market changes and a commitment to building technical and advisory capability are also important.

Essential qualifications

• At least 3 years of experience delivering face-to-face life assurance and pension advice.
• Qualified Financial Advisor (QFA).
• Full, clean Irish driving licence.

About the team

Wealth Advice and Distribution is part of Bank of Ireland Group and gives customers access to clear, easy-to-understand life assurance, pension, savings, and investment solutions. The team works closely with colleagues across the bank to provide a consistent wealth proposition that stays centered on customer needs.

Consultants support customers through in-person financial planning conversations and use leading tools and digital platforms to help customers make informed decisions throughout different stages of life. You will join a collaborative, supportive environment that values professionalism, continuous learning, and customer-first service.

Why join us

Bank of Ireland places strong emphasis on work-life balance and offers 23 days of annual leave together with excellent pension contributions.

Support for families is also an important part of the offer, including 6 months of paid maternity leave, a progressive fertility and surrogacy policy, and support for working parents and carers.

Health and wellbeing benefits include a meaningful contribution toward health insurance, an Employee Assistance Programme, WebDoctor, and financial wellbeing coaching.

The company also supports colleagues who want to continue education and professional development to strengthen and advance their careers.

The salary for this role is €65,000 to €80,000 per year, and a company car or car allowance is included.

Key competencies

• Customer Focused - Leader
• Better together - Leader
• Be Decisive - Leader
• Take Ownership - Leader
• Manage Risk - Leader

Inclusive hiring and accommodations

Bank of Ireland is committed to building a workplace that is inclusive and diverse. Applications are encouraged from candidates of all backgrounds, experiences, abilities, and perspectives. Reasonable accommodations are available at every stage of the recruitment process for people with disabilities, neurodivergence, or medical conditions. If an accommodation is needed, a form can be completed and a member of the recruitment team will respond by email. Any details shared will remain confidential within the recruitment team and will be used only to support the application and recruitment process.

Agency notice

If agency support is required, the Bank of Ireland Recruitment Team will deal directly with approved suppliers. Unsolicited CVs or profiles sent by recruitment agencies will not be accepted for this position.