Private Wealth Financial Planner — Hybrid & Flexible Hours

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

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.