Private Client Adviser

Join to apply for the Private Client Adviser role at Unio Wealth Management.

We are Unio. Unio specialises in wealth management and employee benefit consultancy and has over 30 years' experience advising companies and personal investors, backed by Great-West Lifeco, via its Irish subsidiary Irish Life Group. With offices in Dublin, Cork, Limerick and Galway, Unio has €14 billion in assets under administration, advice and management. We advise more than 10,000 private clients in relation to their wealth management needs.

A key division within Unio, the Wealth Management division oversees all client engagement including delivery of a unique outcome-based (financial planning and investment) proposition to existing and prospective clients. This is delivered through the specialist wealth management advisory teams and supported by the client service function. In addition, this Division develops a deep understanding of what drives client values, opportunities for growth, emerging disruptions, and value-based pricing and proposition activities. Unio's Values Are An Important Determinant Of Our Future Success And Permeate All Facets Of Our Business Including Recruitment. They Are Uncompromising Client Commitment, Noble Endeavour, Infinite Ambition, One Unio.

We are looking to recruit experienced Private Client Advisers to join a growing and dynamic team and be part of a business at the leading edge of Wealth Management in Ireland. Focused on client delivery, the Private Wealth Management team is energetic, collaborative and innovative. This role will focus on providing Wealth Management solutions and advice to a specific portfolio of High-Net-Worth clients while offering the opportunity to develop successful commercial relationships with both existing and new clients. This position is based in our Dublin office.

• Delivery of wealth management advice to an existing portfolio of clients, focusing on a comprehensive range of solutions and outcome-based financial planning and investment solutions.
• Increase income by growing share of wallet from existing clients and by sourcing new prospect clients through business development and referrals.
• Delivering the Unio Wealth management proposition, ensuring suitability and meeting all regulatory requirements as applied to advice.
• Monitor market trends, regulatory changes, and industry best practices to keep the team's strategies current and effective.
• Work closely with team members to support delivery of excellent specialist service to clients.
• Cultivate and maintain strong client relationships, understand their financial needs and provide strategic solutions.
• Assess and manage financial risks, ensuring compliance with regulatory standards and internal policies.

• Significant experience in the financial services sector as a Financial Adviser, providing personal financial planning solutions to high-net-worth clients.
• Excellent interpersonal skills, ability to relate to and build trusting relationships with clients (business owners, senior executives, self-employed and employees).
• Knowledge of Irish market products addressing personal, family and business protection and pre- and post-retirement planning needs.
• Strong focus on delivering and exceeding client requirements and expectations.
• Excellent analytical, communication and writing skills with a professional presentation style.
• Proven track record in relationship management and business development.
• Working knowledge of Voyant is advantageous but not essential.
• Numeracy and excellent organisation skills are essential.
• Relevant qualifications (minimum QFA); CFP preferable or CFP commenced, or equivalent suitable qualification.

• Demonstrates energy, enthusiasm, and flexibility with the ability to adapt to change.
• Self-motivated and capable of working on their own initiative and as part of a team.
• Ability to multi-task with a strong work ethic and keen attention to detail and quality.
• Developed and maintained effective working relationships and networks.

This position is a Controlled Function under the Central Bank's Fitness and Probity Regime. Any offer will be contingent on satisfying the criteria to act in a CF3 capacity.

If you think you are a good fit for this role, please apply. The Company reserves the right to shortlist as part of the selection process. The role will be advertised across the Irish Life/Canada Life Group and to the external market. Please note that CVs from external recruiters will not be considered at this time. The selection process is at the discretion of the Company.

Unio Financial Services Ltd. is an equal opportunities employer.