Financial Paraplanner

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 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.

In addition, this Division will develop a deep understanding of what drives client values, opportunities for growth, emerging disruptions, and value based pricing and proposition activities.

Role:

We are looking to recruit Financial Paraplanners 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.

Key Responsibilities:

• Work closely with the Private Client Advisers to construct and assess scenarios based on the clients’ needs and objectives using Voyant financial planning software

• Liaise directly with clients, and external providers, to assist and clarify details feeding into a client’s financial plan

• Identify and communicate any additional opportunities to the Private Client Advisers that may be appropriate for the client

• Contribute towards client meetings through presentation of Voyant plans and live build out of any new scenarios as relevant

• Prepare reports outlining wealth and cashflow projections, personal financial goals and advice relating to the actions required to meet the clients’ objectives

• Contribute towards the review of client plans in conjunction with changes in circumstances, identifying realignment strategies to meet ongoing objectives

• Assist in briefing the wider Wealth Management team in relation to legislative and technical changes impacting on planning solutions

• Unio Financial Services Ltd. is an Equal Opportunities Employer

• Ensure all technical information, used by the business to provide advice to clients is up-to-date and accurate

• Work closely with existing financial planners to manage priorities and timely delivery of financial plans

• Build and maintain working relationships with the wider Wealth Management team to ensure high standards in the delivery of the proposition.

Skills and Qualifications:

• QFA Certified (minimum) or hold an equivalent qualification which satisfies the Minimum Competency Requirements of the Central Bank of Ireland

• CFP part or fully certified (working toward this qualification will be an

• advantage)

• Demonstrate a thorough knowledge and understanding of financial planning with a minimum 3+ years’ experience within financial services

• Strong technical knowledge and understanding of the various products, services and strategies available to financial planners including legislative and tax implications

• Ability to demonstrate application of skills and knowledge to achieve objectives and make the complex simple

• Strong numerical ability with high level of attention to detail

• Excellent oral and written presentation and communication skills

• Strong working knowledge of Voyant financial planning software an advantage

• Have extensive knowledge of the products available in the Irish market to address personal, family and business protection and pre- and post-retirement planning needs.

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