UF

Wealth Planning Paraplanner – Remote

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Ireland
Work type
Remote
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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.

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