Financial Planning Advisor

Job Title: :

Financial Planning Advisor

Vacancy ID :

100170

Vacancy Type :

Permanent

Post Date :

20-Feb-2026

Close Date :

06-Mar-2026

PTSB is one of Ireland's leading retail and SME banks, with an innovative range of products and services powered through an evolving digital landscape, our focus is centred on ensuring we deliver what our customers, colleagues and communities need to be successful.

PTSB are looking for ambitious and self-motivated individuals who are enthusiastic, goal orientated

and have a passion for providing `best in class customer service, to join our growing team in our

Customer Contact Centre.

As a Financial Planning Advisor, you will provide advice and day to day transactional support to our customers across a range of financial products (where you are qualified to do so), at all times supporting our customers to enable them to achieve their financial goals. Our focus is to deliver an exceptional Customer experience by blending the most up to date technology with our highly skilled and trained people, through inbound and outbound phone calls.

Full training will be provided, and we will support your career progression as you complete your professional qualifications to enable you to progress your career within PTSB.

This is an exciting opportunity to join a collaborative, innovative and fast paced team where you will personally make a difference to the success of PTSB. If you are interested in growing your financial services skills, leading to a rewarding career in Banking, then we would love to talk to you.

Responsibilities:

• As required, respond to queries regarding customers financial needs (where you are qualified to do so).
• As required, respond to queries regarding our customers everyday banking needs.
• Interact and build relationships with customers and other partners while operating within agreed service level agreements.
• Manage and execute on outbound call campaigns to our existing customer base, providing a first-class customer experience while delivering on specific contact and conversion objectives.
• The day-to-day management of your diary, reviewing your own performance data to deliver against specific Key Performance Indicators (KPIs) as set by management.
• Assist with driving sales campaigns and prospect generation including the post sales fulfilment, administration and follow up tasks.

Requirements:

• APA in Regulations, Loans and/ or Investments or QFA
• A minimum of 2 years experience in financial services
• A passion for accuracy and attention to detail, and a positive attitude.
• A passion for delivering the highest level of customer experience through adherence to regulations, compliance, policies and best practices.
• A deep understanding of compliance in a contact centre environment.
• Excellent interpersonal and effective communication skills.

This is a Permanent role, based inDundalk, Galway, Cork & Blackrock(Hybrid).

Is this you?

Please apply online on our website or via the apply link of this role. Your application will be sent through to our Talent Acquisition team and they will be in touch regarding your application.

We reserve the right to draw up a shortlist for interview.

The Bank understands the importance of a consistent and relentless focus on championing diversity and inclusion. We aim to attract, recruit, and retain individuals with diverse backgrounds, skills, competencies and abilities to work collaboratively to enhance the service we provide to all of our customers and the communities we serve.