Wealth Planning Paraplanner – Remote

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

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.