Paraplanner, Wealth Planning & Cash-Flow Expert

Posted 9 days 18 hours ago by Allied Irish Banks

Permanent
Full Time
Other
Dublin, Dublin, Ireland
Job Description

Allied Irish Banks seeks a Paraplanner to support Financial Planning Specialists and Strategic Advisors in creating client-centric financial plans for high-net-worth clients. This role includes preparing cash-flow models, coordinating case conferences, and ensuring compliance with regulatory requirements.

The ideal candidate has at least three years in financial advisory, holds a CFP qualification, and possesses strong digital literacy and relationship management skills. This is a permanent, hybrid position.