Join us as a Client Services Executive at Unio Wealth Management, an established wealth‑management and employee‑benefit consultancy backed by Great‑West Lifeco through its Irish subsidiary Irish Life Group.
Unio specialises in private wealth management and has over 30 years of experience advising companies and private investors. With offices in Dublin, Cork, Galway and Limerick, we manage €14 billion in assets under administration and advise more than 10 000 private clients.
Role
We are looking to recruit Client Service Executives to join a growing and dynamic team and be part of a business at the leading edge of Wealth Management in Ireland. These roles can be based in our Dublin or Cork office.
Key Responsibilities
* Client portfolio end‑to‑end administration
* Annual portfolio reviews and valuations
* Processing new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications – covering pre‑ and post‑retirement pension structures, protection benefits, and investment portfolios
* Communicating with clients regarding their portfolios and new applications in an effective and timely manner
* Working with and supporting advisers in meeting regulatory compliance requirements
Skills And Qualifications
* BA (Hons) degree within a Business or Finance related discipline
* A minimum of 2‑3 years’ relevant experience in a similar role, preferably within a Financial Advisery firm or Life Pensions Broker
* QFA qualified or progressing towards this qualification
* Working knowledge of Anti‑Money Laundering (AML) requirements and associated Compliance requirements
* High level of attention to detail with strong numerical skills
* Excellent verbal and written communication skills
* Ability to manage own workload while prioritising effectively and efficiently
* Intermediate proficiency in Microsoft Word, Excel and Outlook
Personal Qualities
* Ability to work independently and as part of a team
* High degree of energy, enthusiasm and flexibility
* Strong numeracy and organisational skills
* Confident multi‑tasker with a good work ethic and keen focus on attention to detail and quality
What We Can Offer You
* Flexible working from home options
* Investment in your professional development (e.g. professional qualifications relevant to your role)
* Pension contribution
* Income protection
* Employee Assistance Programme
* Active sports social club
* Probation period after successful completion
Application Process
We invite you to apply if you think you are a good fit for this role. The company reserves the right to shortlist candidates for the selection process. The role will be advertised across the Irish Life/CANADA Life Group and the external market, and we will not consider CVs from external recruiters at this time.
Unio Financial Services Ltd. is an Equal Opportunities Employer.
#J-18808-Ljbffr