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Financial Planning Manager

The Requirements

Join us in Greater Dublin as a Financial Planning Manager

  • For an experienced and high performing Financial Planning professional, this role offers an excellent opportunity to gain exposure within our Retail Banking function in a large and complex organisation
  • As Financial Planning Manager, you’ll develop strong and effective relationships with our customers, and build a clear picture of their circumstances in order to help them achieve their financial goals
  • Our customers need their money to be well managed, and in Financial Planning, we provide the right information to help our customers make good decisions about protecting what matters most to them
  • This role is being offered on a 12 month basis

What you'll do

As Financial Planning Manager, you’ll focus on getting to know our customers by identifying their needs, priorities and expectations to ensure they're offered thorough and comprehensive advice, and an overall outstanding service. You’ll conduct financial planning reviews with our customers, establishing what’s most important to them and their families, and walking them through significant financial decisions and plans.

You'll also be:

  • Explaining our products and services in a clear and concise manner, ensuring our customers are aware of what we have to offer that could be of benefit to them
  • Developing and implementing an innovative and robust business plan to deliver role objectives, putting the customer at the heart of everything you do
  • Regularly tracking the progress of the business plan against established targets through regular monitoring and maintaining accurate and up to date records
  • Liaising with colleagues in Retail, Private and Business Banking to ensure the generation of quality referrals, providing quality feedback, and ensuring any improvement areas are identified and addressed
  • Providing engaging training, coaching and motivation to your colleagues, sharing your extensive knowledge of Ulster Bank and competitor products and services as well as relevant regulatory requirements

The skills you'll need

To be successful in this role you'll need to be QFA qualified and have a strong background in Financial Planning sales, and a breadth of experience working towards targets and to tight deadlines. With a good working knowledge of investment and insurance products, you’ll have excellent analytical skills and time management, and the ability to address potential problems and produce timely solutions.

Paramount to the success of this role is constructive collaboration across multiple business areas, so relationship building, interpersonal skills, and the personal credibility to engage and communicate with your stakeholders are essential. As well as this, it's imperative that you possess the ability to multi-task, prioritise effectively and work under pressure.

How we'll reward you

In return, we offer a competitive salary and you'll also join our retirement savings plan. You can also choose from a selection of protection, healthcare or lifestyle extras from RBSelect, our fully flexible reward programme.

Visit our reward and benefits page for more information on the benefit packages we offer.


At Ulster Bank, we want everyone to feel welcome, regardless of your background or needs. If you need adjustments making to your working environment, we’ll do everything we can to support you. As part of this commitment, we offer flexible working options for some of our roles - find out more.

As a Financial Services organisation we comply with and support the requirements set by our Regulators, the Financial Conduct Authority (FCA) and the Central Bank of Ireland (CBI), which are designed to protect our customers. This role falls under Conduct Rules of the Individual Accountability Regime (IAR) and Fitness and Probity (F&P) and is subject to pre-employment screening. This means if your application is successful, you’ll need to satisfy some important background checks before you can start working with us. These may include a full credit check, a criminal record check (if based in the UK), residency and right to work checks.

There will be an ongoing requirement for the role holder to maintain fit, proper and sound standing to perform in the post.