Paraplanner

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 a Paraplanner to join a growing and dynamic team and be part of a business at the leading edge of Wealth Management in Ireland. Focused on proposition and client value delivery, the Private Wealth Management team can be described as energetic, collaborative and innovative.

Based within the Wealth Management Advisory Team, the Paraplanner will report to the Head of Financial Planning, with an operational line to the relevant Head of Segment. On a rotational basis the Paraplanner may move across the wealth advisory segments to gain experience in each of the specific areas in which Unio operates.

This role will be based in our Dublin office.

Key Responsibilities:

• Ensure an uncompromising high quality client experience

• Integral role ensuring our goals-based planning proposition is delivered equally and consistently to our advisory clients

• Support the Private Client Advisers with pre and post client meeting prep and administration including drafting meeting packs, portfolio valuations, post meeting notes.

• Manage the upkeep of client files & records on the CRM system.

• Work with Private Client Advisers to ensure that all clients files are compliant with regulations.

• Work with the Head of Segment or Director, to manage effectively new client engagements and opportunities through to satisfactory completion

• Issue and follow up on Letters of Authority, collate client data and evaluate existing products & investments held by clients.

• Assist the adviser to identify new opportunities that may be appropriate for the client.

• Work with the support of Financial Planning Team to prepare cashflow modelling and analysis.

• Contribute towards the client reviews ensuring investments continue to align with goals and any changes in circumstances, identifying realignment strategies to meet ongoing objectives

• Produce/collate new business quotations for the advisory team

• Attend Client meetings with Private Client Advisers, where appropriate.

• Act as a secondary point of client contact (in addition to the lead Advisers). Particularly in regard to data gathering and driving opportunities to completion.

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

• Assist in the development of process flows across Client Services, Financial Advisors and Financial Planner teams

Skills and Qualifications:

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

• CFP or working toward this qualification will be an advantage

• Excellent data analysis and research skills

• Strong numerical ability with high level of attention to detail

• Excellent oral and written presentation and communication skills

• Strong knowledge of financial products available in the Irish market

• Strong working knowledge of cashflow modelling software an advantage

• Minimum 2-4 year’s industry experience

Personal Qualities:

• Ability to work independently and as part of a team

• Assertive with good problem-solving skills

• 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

• The ideal candidate will be looking to transition from an administrative role to an advisory or financial planning role

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