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The Private Client Adviser will provide tailored financial planning and investment advice to high-net-worth clients while building and maintaining trusted relationships. They are responsible for identifying business opportunities, managing client pipelines, and ensuring all advisory activities comply with regulatory requirements.
Candidates must be QFA qualified, with a CFP qualification or progress towards it being highly desirable. Applicants should possess strong knowledge of the Irish financial services market and proven experience in holistic wealth management for high-net-worth individuals.
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
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.
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.
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.
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.
If you are interested in joining Unio and believe you have the experience, ambition and client focus to excel in this role, please submit your application via the link. Alternatively, I would be delighted to have a confidential conversation to share more about the opportunity and what it is like to work at Unio.
Please contact Honor at [email protected] or feel free to call me on 087 2777 034.
Time Well Spent
We are Unio, an established financial Services business backed by Great-West Lifeco. Unio specialises in private wealth management and employee benefits consultancy and has over 30 years’ of experience advising companies and personal investors. With offices in Dublin, Cork, Galway and Limerick, Unio has €14 billion in assets under administration and advice. We advise more than 10,000 private clients in relation to wealth management. Unio Financial Services Ltd, trading as Unio, Unio Wealth Management and Unio Employee Benefits is regulated by the Central Bank of Ireland.
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