Wealth Planner - Hybrid, Flexible Hours, Growth

Posted 14 hours 12 minutes ago by Uniting Holding

Permanent
Full Time
Other
Dublin, Dublin, Ireland
Job Description

Unio Financial Services in Ireland is seeking a Financial Planner to build and refine client plans using Voyant and to liaise directly with clients and providers.

The role requires 3+ years in financial services, QFA or equivalent, and progress toward CFP. You will deliver clear reports, support ongoing reviews, and work within a collaborative Wealth Management team in a hybrid setting.