Pension Consultant

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

Unio specialises in employee benefit consultancy and private wealth management 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. The Group manages occupational pension schemes on behalf of over 300 large corporates and 600 SMEs. In total, the firm has over 70,000 members in corporate pension schemes.

At Unio Employee Benefits we partner with our clients to build relationships based on trust and shared mutual values. As pension and investment specialists, our expert team is committed to securing clients financial future. Our clients know they can depend on Unio Employee Benefits to keep our promises in terms of service, quality, and reliability.

Role:

We are looking to recruit Pension Consultants to join a growing and dynamic team and be part of a business at the leading edge of Employee Benefits in Ireland.

Key Responsibilities:

• Relationship management of a portfolio of corporate clients.

• Ensuring effective and compliant governance structure across the portfolio.

• Handling of queries from client companies, trustees, scheme members and other scheme contacts (eg. Accountants, Investment Managers etc).

• Preparation for and presentation at client, trustee and member meetings.

• Scheme design and restructuring exercises and implementation of agreed changes, benefits, etc.

• Developing and implementing retirement and member engagement programmes.

• Leading a multi-disciplined team in delivering services to clients.

Skills and Qualifications:

• A minimum of 5+ years’ experience in a similar role.

• Client / Portfolio Management experience.

• Excellent organisational skills and ability to work on own initiative.

• Keen attention to detail and excellent presentation and interpersonal skills.

• Be a strong team player.

• A good understanding of the relevant underlying Pensions legislation and regulatory environment.

• Hold QFA or IIPM qualifications

• Hold a full & clean Driving Licence.

Personal Qualities:

• Demonstrate ability to consistently deliver to a very high standard.

• A high degree of energy, enthusiasm, and flexibility with ability to adapt well to change.

• Proven ability to lead by example and demonstrates leadership qualities.

• Plans and shares action plans for the team, correctly identifying priorities, capabilities, and resources.

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.

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.

Unio Financial Services Ltd. Is an Equal Opportunities Employer