Financial Planner

Unio Financial Services; Dublin; Hybrid; EUR 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Educational support

Flexible hours

Good work life balance

Job summary

Unio Financial Services is recruiting a Financial Planner for its Private Wealth Management team in Dublin. The role focuses on delivering high-quality client plans and advice, supported by Voyant planning tools in a collaborative, energetic environment.

The ideal candidate holds a QFA or equivalent, is CFP-eligible, and has 3+ years in financial services with strong planning expertise and regulatory understanding. Hybrid working and a competitive package are offered.

Qualifications

• QFA or equivalent required under Central Bank rules.
• CFP part or fully certified; actively working towards this is an advantage.
• Minimum 3+ years’ experience in financial services with a solid grasp of financial planning.

Responsibilities

• Build, assess and refine financial planning scenarios based on clients’ needs and objectives using Voyant.
• Liaise with clients and external providers to gather information for each client’s plan.
• Identify and communicate additional planning opportunities to Private Client Advisers.
• Prepare reports outlining wealth and cashflow projections and recommended actions.
• Support ongoing reviews and realignments of client plans as circumstances change.
• Brief Wealth Management on legislative and technical changes affecting planning.
• Ensure all technical information used is current and regulatory compliant.
• Collaborate with Financial Planners to manage priorities and timely delivery.
• Maintain strong working relationships across the Wealth Management team.

Skills

Financial planning

Numerical ability

Attention to detail

Communication

Client advisory

Presentations

Voyant knowledge

Irish tax & legislative knowledge

Education

QFA or equivalent (Central Bank Minimum Competency)

CFP (part or full)

Tools

Voyant

Job description

Dublin, Ireland

Full Time

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

With over 30 years’ experience, and offices in Dublin, Cork, Limerick and Galway, Unio has €14 billion in assets under administration, and we advise over 10,000 private clients in relation to wealth management.

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

We are recruiting a Financial Planner to join our growing, dynamic Private Wealth Management team, focused on high-quality client delivery. The team culture is energetic, collaborative and innovative.

Key Responsibilities

• Build, assess and refine financial planning scenarios based on clients’ needs and objectives using Voyant financial planning software.
• Liaise directly with clients and external providers to clarify and gather information required for each client’s financial plan.
• Identify and communicate additional planning and advice opportunities to Private Client Advisers where appropriate.
• Prepare clear, concise reports outlining wealth and cashflow projections, personal financial goals and recommended actions to meet client objectives.
• Support the ongoing review of client plans, updating them for changes in circumstances and recommending realignment strategies.
• Brief the wider Wealth Management team on legislative and technical changes that impact planning solutions.
• Help ensure all technical information used in client advice is current, accurate and aligned with regulatory requirements.
• Work closely with existing Financial Planners to manage priorities and ensure timely delivery of financial plans.
• Build and maintain strong working relationships across the Wealth Management team to support consistently high standards in the delivery of our proposition.

Skills And Qualifications

• QFA certified (minimum) or an equivalent qualification that meets the Central Bank of Ireland’s Minimum Competency Requirements.
• CFP part or fully certified; actively working towards this qualification is an advantage.
• Minimum of 3+ years’ experience in financial services with a thorough understanding of financial planning.
• Strong technical knowledge of financial planning products, services and strategies, including legislative and tax implications.
• Proven ability to make complex financial information simple and actionable for clients.
• Strong numerical ability and high attention to detail.
• Excellent oral and written communication and presentation skills.
• Strong working knowledge of Voyant financial planning software is an advantage.
• Extensive knowledge of products in the Irish market for personal, family and business protection and pre and post-retirement planning.
• 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.

Personal Qualities

• Able to work effectively both independently and as part of a team.
• Demonstrates a high level of energy, enthusiasm and flexibility.
• Highly numerate with excellent organisation skills.
• Confident multi-tasker with a strong work ethic and a keen focus on detail and quality.

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.

What’s in it for You!

At Unio, you join a genuinely supportive, collaborative team where ideas are shared openly, your voice is heard and colleagues are there to back your growth and celebrate your successes.

Attractive salary package, hybrid working, educational support, flexible working hours, and a good work life balance.