Private Client Adviser

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
  
  

Role

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 can be described as 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.

These roles will be based in our Dublin office.

Key Responsibilities

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

Skills And Qualifications

• Significant years' experience working in the financial services sector as a Financial Adviser, providing personal financial planning solutions to high-new-worth clients
• Excellent interpersonal skills with the ability to relate to and build a trusting relationship with clients (business owners, senior executives, self-employed and employees)
• Knowledge of the products available in the Irish market to address 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 complimentary professional presentation style
• Strong demonstrable record in relationship management and business development built up through relevant work experience
• Working knowledge of Voyant would be an advantage but not essential
• Numeracy and excellent organisation skills are essential for this position
• Relevant qualifications, (minimum QFA) CFP preferable or CFP commenced, or equivalent suitable qualification
  
  

Personal Qualities

• Demonstrate a high degree of energy, enthusiasm, and flexibility with the ability to adapt well to change
• Self-motivated and driven individual who is capable of working on their own initiative and as part of a team
• Successful candidates are likely to be confident multi-taskers with a good work ethic and a keen focus on attention to detail and quality
• Has 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.

Application Process

If you think you are a good fit for this role, then we invite you to apply.

The Company reserves the right to draw up a shortlist as part of the selection process. This role will be advertised across the Irish Life/Canada Life Group and to the external market. Please note that we will not consider CVs from external recruiters at this time. The selection process employed will be at the discretion of the Company.

Unio Financial Services Ltd. Is an equal opportunities employer
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