Private Client Adviser

Unio Financial Services; Dublin; On-site; EUR 70,000 - 110,000; Full time

Job summary

Unio Financial Services in Dublin is seeking talented Private Client Advisers to join our Wealth Management team. You will work with high-net-worth clients to deliver tailored financial planning and investment advice, building trusted relationships and understanding each client’s goals and circumstances.

The successful candidate will provide compliant advisory strategies aligned to clients’ needs, collaborate with internal specialists, and contribute to business development.

Qualifications

• Experience delivering holistic financial planning and wealth management advice to high-net-worth individuals and families.
• Strong knowledge of the Irish financial services market, including pensions, investments, protection and retirement planning.
• Excellent relationship-building and communication skills; ability to explain complex financial matters clearly.
• Commercial mindset with ability to identify opportunities and support business development.

Responsibilities

• Provide tailored financial planning and wealth management advice to high-net-worth clients.
• Build and maintain trusted client relationships, understanding goals and evolving needs.
• Identify opportunities across savings, pensions and investments to support client outcomes and business growth.
• Collaborate with internal specialists to deliver a seamless client experience.
• Ensure all advice complies with regulatory requirements and Unio’s risk framework.

Skills

Relationship building

Communication skills

Business development

Regulatory compliance

Strategic advisory

Education

QFA

CFP (in progress)

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.