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.