▷ 3 Days Left: Client Services Executive

6 days ago

Cork, Ireland Unio Financial Services Ltd Full time

Overview
Join to apply for the Client Services Executive role at Unio Wealth Management

We are Unio, an established Wealth Management business backed by Great-West Lifeco, via its Irish subsidiary Irish Life Group.

Unio specialises in private wealth management and employee benefit consultancy and has over 30 years’ experience advising companies and personal investors. With offices in Dublin, Cork, Galway and Limerick, Unio has €14 billion in assets under administration and advice. We advise more than 10,000 private clients in relation to wealth management.

A key component within Unio, the Wealth Management division oversees all client engagement including delivery of a unique outcome based proposition to existing and prospective clients. This is delivered through the wealth management advisory team and supported by the client service function. The Wealth management team develop insightful thought leadership content and will lead and refine the capability of the wealth management advisory team.

Role: We are looking to recruit Client Service Executives to join a growing and dynamic team and be part of a business at the leading edge of Wealth Management in Ireland. These roles can be based in our Dublin or Cork office.

Key Responsibilities

Annual portfolio reviews and valuations

Processing new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications. This applies to pre & post retirement pension structures, protection benefits & investment portfolios

Communicating with clients regarding their portfolios and new applications in an effective and timely manner

Working with and supporting advisers in meeting regulatory compliance requirements.

Education, Qualifications & Experience

BA (Hons) Degree within a Business or Finance related discipline

A minimum of 2-3 years’ relevant experience in a similar role, preferably within a Financial Advisery firm or Life & Pensions Broker is essential

QFA qualified or progressing towards this qualification

Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements.

Skills & Attributes

Ability to demonstrate a high level of attention to detail with a focus on numerical skills

Excellent verbal and written communication skills

Ability to manage own workload while prioritising effectively and efficiently

Microsoft Word, Excel, and Outlook (Intermediate).

Personal Qualities

Ability to work independently and as part of a team

Demonstrate a high degree of energy, enthusiasm, and flexibility

Numeracy and excellent organisation skills are essential for this position

Successful candidates are likely to be confident multi-taskers with a good work ethic and a keen focus on attention to detail and quality.

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

Seniority level

Associate

Employment type

Full-time

Job function

Finance

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