Private Client Adviser

Unio Financial Services; Dublin; On-site; EUR 70,000 - 100,000; Full time

Job summary

Unio, Ireland’s leading wealth management and employee benefits consultancy, is seeking a Private Client Adviser to join the Dublin-based Wealth Management team. You will build trusted relationships with high-net-worth clients and provide tailored financial planning and investment advice.

Based in our Dublin office, the role offers the opportunity to work with sophisticated clients, ensure compliant guidance, and contribute to growth through business development and client engagement.

Qualifications

• QFA qualified, CFP highly desirable or progress towards CFP.
• Experience providing holistic financial planning and wealth management advice to high-net-worth individuals.
• Strong knowledge of the Irish financial services market including pensions and investments.
• Excellent relationship-building and communication skills.
• Commercial mindset with ability to identify opportunities and support growth.
• Strong organisational skills managing client relationships and pipelines.
• Experience with Voyant is advantageous.

Responsibilities

• Provide tailored financial planning and wealth management advice to high-net-worth clients.
• Build and maintain trusted client relationships, understanding goals and circumstances.
• Identify opportunities across savings, pensions and investment solutions.
• Develop and manage a strong pipeline of opportunities through referrals and networking.
• Work collaboratively with internal specialists to deliver a seamless client experience.
• Provide strategic guidance to clients navigating opportunities and risks.
• Take ownership of client outcomes, resolving issues and improving processes.
• Ensure all advice complies with regulatory requirements and risk framework.

Skills

Client relationship management

Communication skills

Presentation skills

Business development

Financial planning

Education

QFA

CFP qualification (desirable)

Tools

Voyant

Job description

Unio is one of Ireland’s leading wealth management and employee benefits consultancy’s with over 30 years’ experience advising high net worth individuals and companies.

Backed by Great-West Lifeco, a leading financial services firm in North America with over $1.3trn in assets under advisement and through Irish Life Group locally, we combine deep expertise with a client-first approach to financial planning and advice and currently oversee €14bn in assets across our Dublin, Cork, Limerick and Galway offices.

Our Wealth Management division plays a central role in delivering outcome-based financial planning and investment advice to existing and prospective clients, supported by specialist advisory teams.

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

As we continue to grow, we are seeking talented Private Client Advisers to join our Dublin-based Wealth Management team. 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.

The successful candidate will build trusted relationships with clients, understand their goals and personal circumstances, and provide clear, compliant advice and bespoke financial strategies aligned to their needs and objectives.

We welcome applications from advisers at different stages of their careers, from those ready to take the next step to experienced advisers with a strong track record in client relationship management, business development and wealth management.

The level of appointment, responsibilities and remuneration will reflect the successful candidate’s experience, qualifications and potential contribution to the continued growth of the business.

These roles will be based in our Dublin office.

Key Responsibilities

• Provide tailored financial planning and wealth management advice to high-net-worth clients.
• Build and maintain trusted client relationships, understanding each client’s goals, circumstances and evolving needs.
• Identify opportunities across savings, pensions and investment solutions to support client outcomes and business growth.
• Develop and manage a strong pipeline of opportunities through referrals, networking and proactive client engagement.
• Work collaboratively with internal specialists to deliver a seamless and high-quality client experience.
• Provide strategic guidance to clients, helping them navigate financial opportunities and risks with confidence.
• Take ownership of client outcomes, resolving issues effectively and identifying opportunities to enhance processes, services and the overall client experience.
• Ensure all advice and activity is delivered in line with regulatory requirements, internal policies and Unio’s risk management framework.

Skills and Qualifications

• QFA qualified, with CFP qualification or progress towards CFP highly desirable.
• Experience providing holistic financial planning and wealth management advice to high-net-worth individuals, business owners or families.
• Strong knowledge of the Irish financial services market, including pensions, investments, protection and retirement planning.
• Excellent relationship-building, communication and presentation skills, with the ability to explain complex financial matters clearly.
• Commercial mindset, with proven ability to identify opportunities and support business development.
• Strong organisational skills, with the ability to manage client relationships, pipelines and competing priorities.
• Experience using financial planning tools such as Voyant would be advantageous, though not essential.

Personal Qualities

• Client-focused, professional and committed to delivering excellent outcomes.
• Proactive, ambitious and results-driven, with a positive approach to growth and change.
• Collaborative and team-oriented, with a strong alignment to One Unio.
• Relationship-oriented, with the ability to build trust with clients, colleagues and external partners.

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.