Private Client Adviser
Unio
- Sandyford, Co Dublin
- Contract
- Full-time
- Delivery of wealth management advice to an existing portfolio of clients focusing on providing a comprehensive range of solutions and outcome based financial planning & investment solutions.
- Generating new business from servicing an existing client base or other referrals
- Prospecting for and acquiring new clients
- Delivering the Unio Wealth management proposition, the suitability of same and meeting all regulatory requirements as applied to advice
- Work closely with team members supporting the delivery of an excellent specialist service to clients.
- QFA Certified (minimum) or hold an equivalent qualification which satisfies the Minimum Competency Requirements of the Central Bank of Ireland
- CFP part or fully certified (working toward this qualification will be anadvantage)
- Prior experience and knowledge of dealing directly with clients and providing personal financial planning solutions for their needs
- Excellent interpersonal skills with the ability to relate to and build a trusting relationship with clients (business owners, senior executives, self-employed and employees)
- Knowledge of the products available in the Irish market to address personal, family and business protection and pre and post-retirement planning needs
- Strong focus on delivering and exceeding client requirements and expectations
- Excellent analytical, communication and writing skills with a complimentary professional presentation style
- Strong demonstrable record in relationship management built up through relevant work experience
- Working knowledge of Voyant would be an advantage but not essential
- Numeracy and excellent organisation skills are essential for this position.
- Demonstrate a high degree of energy, enthusiasm, and flexibility with the ability to adapt well to change
- Self-motivated and driven individual who is capable of working on their own initiative and as part of a team
- Successful candidates are likely to be confident multi-taskers with a good work ethic and a keen focus on attention to detail and quality
- Has developed and maintained effective working relationships and networks.