Wealth Planning Paraplanner - Remote

Posted 6 days 8 hours ago by Unio Financial Services

Permanent
Full Time
Other
Cork, Cork, Ireland
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.