Paraplanner

Unio Financial Services; Cork; Hybrid; EUR 40,000 - 64,000; Full time

Benefits offered by this job

Performance-based bonuses

Flexible remote work

Professional development

Inclusive culture

Job summary

Unio Financial Services, a leading wealth management and employee benefits firm in Ireland, is seeking a talented Paraplanner to join our private client advisory team. You will support Private Client Advisers with pre- and post-meeting prep, prepare cashflow analyses, draft meeting packs, and ensure client files are accurate and compliant.

You will bring at least 2–4 years paraplanning experience, QFA or equivalent, strong data and numerical skills, and knowledge of Irish financial products.

Qualifications

• QFA Certified (minimum) or equivalent satisfying Central Bank of Ireland MCR.
• 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 paraplanning experience.

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).
• 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

Data analysis

Research skills

Numerical ability

Communication skills

Financial products knowledge

Cashflow modelling

Paraplanning experience

Education

QFA Certified (minimum) or equivalent (Central Bank of Ireland MCR)

CFP or working toward this

Tools

Cashflow modelling software

Job description

We are Unio, an established Wealth Management and Employee Benefits 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.

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

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.

Role:

As we continue to grow, we are seeking talented Paraplanner to join a growing and dynamic team and be part of a business at the leading edge of Wealth Management in Ireland. This is an exciting opportunity to be part of one of Ireland’s leading and fastest growing wealth management firms, working with high-net-worth clients to deliver tailored financial planning and investment advice.

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).
• 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 paraplanning experience.

Why Join Unio Financial Services?

• Competitive salary with performance-based bonuses.
• Flexible work options, including remote work.
• Professional development opportunities and support for certification renewals.
• An inclusive, collaborative, and innovative work culture.

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.