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Wealth Planning Paraplanner - Remote & Flexible

Posted 4 days 7 hours ago by Unio Employee Benefits

Permanent
Full Time
Other
Limerick, Limerick, Ireland
Job Description

Unio, a leading Wealth Management and Employee Benefits business in Ireland, seeks a Paraplanner to join a growing team serving high-net-worth clients with tailored financial planning and investment advice. Role supports Private Client Advisers with meeting prep, client data analysis, and portfolio review.

The ideal candidate has 2-4 years paraplanning experience, QFA (or equivalent) and CFP progress welcomed.

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