Careers At Abbey Wealth

Paraplanner

– Near Grand Canal Dock, Dublin

– Permanent, full-time

Abbey Wealth is Europe’s leading Wealth Manager and financial advisory firm for British and Irish expats living and working abroad. Established for over 15 years, we are a fast-moving, successful, and friendly business offering long-term, rewarding career opportunities for ambitious people. Abbey Wealth has offices in Ireland, Spain, Switzerland, Australia, and the UK.

Our service is designed around our clients’ specific needs with a unique 5-point service commitment to achieve their financial goals. We provide assurances and guarantees that others can’t offer because our people are advice professionals, and our systems, processes and quality of our recommendations are scrutinised by one of the most powerful financial regulators in the world. In a market that can be confusing and challenging, Abbey Wealth has created one of the safest homes for expats’ pensions and savings and investments.

About The Role:

Abbey Wealth is looking for Paraplanners to join our Financial Planning team. The focus of the role will be to provide expert technical support to our financial advisers and create a positive experience for clients, communicating in a confident and friendly manner.

This role requires strong telephone and written communication skills, organisational skills, and attention to detail to build positive working relationships with key internal stakeholders. This role is based in our new office close to Grand Canal Dock, Dublin.

As a Paraplanner, you will work alongside a highly experienced advisory team. The role is varied and includes working closely with our clients, product providers and financial advisers to review, analyse and prepare compliant investment and pension advice recommendations that meet our clients’ financial goals.

You will receive a competitive salary, plus full training with support and sponsorship for further professional qualifications to keep up to date with product knowledge. We offer opportunities for career progression to match career aims and ambitions.

Other Essential Requirements:

Our ideal candidate will be educated to A Level/Leaving Certificate and already have experience in customer service, office administration, sales support or paraplanning roles. You must be willing to complete the QFA qualification within 12 months of joining the business.

To apply for the Paraplanner role in Dublin, please introduce yourself via email, detailing why you are applying for this role, how you feel your personal qualities and experience are relevant to Abbey Wealth and attach a copy of your most recent CV.

Contact: Claire Jenkins – careers@abbeywealth.com

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the EU.

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