Wealth Client Services Executive (Hybrid)

Unio Financial Services; Dublin; Hybrid; EUR 42,000 - 52,000; Full time

Benefits offered by this job

Hybrid working

Educational support

Attractive salary package

Flexible working hours

Good work life balance

Job summary

Unio Financial Services in Ireland seeks Client Service Executives to join its Wealth Management division in Dublin or Cork. The roles focus on end-to-end client portfolio administration, annual reviews, and timely processing of pension, protection and investment applications, with a hybrid working model.

You will support advisers to meet regulatory compliance, communicate clearly with clients, and contribute to a team that values client commitment, ambition and collaboration.

Qualifications

• Experience in a similar role within financial advisory or life & pensions broker is essential.
• QFA qualified or progressing towards this qualification.
• Working knowledge of AML requirements and compliance.

Responsibilities

• End-to-end administration of client portfolios.
• Annual portfolio reviews and valuations.
• Process new and existing business and liaise with product producers for timely applications (pensions, protection, investments).
• Communicate portfolio updates to clients promptly.
• Support advisers to meet regulatory compliance requirements.

Skills

Client servicing

Communication

Numeracy

Organisation

Teamwork

Education

QFA qualification or progressing towards this qualification

AML/compliance knowledge

Job description

Unio Financial Services in Ireland seeks Client Service Executives to join its Wealth Management division in Dublin or Cork. The roles focus on end-to-end client portfolio administration, annual reviews, and timely processing of pension, protection and investment applications, with a hybrid working model.

You will support advisers to meet regulatory compliance, communicate clearly with clients, and contribute to a team that values client commitment, ambition and collaboration.