Careers

Job Purpose

Reporting to the Managing Director Unio Employee Benefit Solutions, the role holder will be responsible for the generation of sales for the Employee Benefit Solutions team in Dublin and Cork.

The role forms part of the Senior Leadership Team which has a collective objective of maintaining and enhancing Unio’s position as a leading provider of Employee Benefits Solutions in Ireland.

Key Responsibilities

• Researching and contacting companies in Ireland to identify sales opportunities for Unio’s Employee Benefit Solutions
• Leading sales meetings for the Business Development team
• Updating and maintaining prospect target lists
• Direct marketing and social media activities relating to sales campaigns
• Maintaining a directory or sales support literature, case studies, white papers, brochures, etc
• Co-ordinating the preparation of Unio’s response to new business tenders, proposals and sales presentations
• Position Unio’s Master Trust, Defined Contribution and Defined Benefit Solutions as leading-edge and best in class
• Research market trends and developments – both national and international
• Identify and lead on new business and product development opportunities
• Participate strongly and effectively at the Senior Leadership Team and other Committees, as required
• Create a culture that encourages innovation and new ways of working, that values performance and that develops talent right across the business
• Build and maintain strong external relationships with key distribution channels, Regulators, and Industry bodies, as appropriate

Skills and Qualifications:

• Proven sales success in an Employee Benefits environment with a strong understanding of the life & pensions market and the relevant Irish regulatory environment
• A relevant industry qualification (QFA or IIPM) with significant knowledge of customer and industry trends
• Proven track record of developing and executing business to business sales and sales support campaigns
• Strong inspirational leadership skills, with proven ability to collaborate and influence at all levels
• Significant experience dealing with key clients and distributors
• Strong industry experience, including commercial and business acumen
• Demonstrated personal drive, energy, persistence and self-motivation and awareness of the needs of the wider business
• Excellent strategic thinking capability
• Proven track record in delivering results with strong execution skills
• Excellent communicator, with strong interpersonal and networking skills
• Disciplined, determined and resilient
• Strongly IT literate, with an interest in the business application of social media, Internet and mobile technologies
• Experience in targeting incoming Foreign Direct Investment companies would be an advantage
• A full clean driving licence.

The role will require a self-motivated and driven individual who is capable of working on their own initiative and who wishes their performance and reward to be measured on their standard of client relationships and service excellence.

The ideal candidate will have the following qualifications, skills and experience:

• QFA Certified or hold equivalent qualification which satisfies the Minimum Competency Requirements of the Central Bank of Ireland.
• Excellent numeric ability and a very keen attention to detail.
• Ability to communicate verbally and in writing to concise and excellent standards.
• Excellent interpersonal skills. The ability to relate to and build a trusting relationship with clients (business owners, senior executives, self-employed and employees).
• Demonstrate strong organisational, scheduling and capacity management ability.
• A keen interest in all matters relating to Financial Services.
• Have extensive knowledge of the products available in the Irish market to address personal, family and business protection and pre- and post-retirement planning needs.
• Have spent a minimum of 2/3 years’ in a personal financial services (or wealth management) role in an Insurance Broker or Financial Planning firm. Candidates without this experience will not be considered for this role.

Key responsibilities will include:

Under the guidance of a Senior Private Client Adviser(s), you will be responsible for:

• Managing and servicing commercially successful relationships with new & existing clients.
• Communicating reviews and analysis of these to a specified portfolio of clients.
• Identifying opportunities for enhanced life, pension and investment solutions for this client portfolio.
• Handling new referrals and leads that come to the business from various sources.
• Developing own network to generate new business opportunities for the business.

This position is a Controlled Function under the Central Bank’s Fitness and Probity Regime. Any offer will be contingent on satisfying the criteria to act in a CF3 capacity.

Role & Key Responsibilities

• Client portfolio end-to end administration. This involves annual portfolio reviews and valuations, processing new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications.  This applies to pre & post-retirement pension structures, protection benefits & investment portfolios.
• Communicating with clients regarding their portfolios and new applications in an effective and timely manner.
• Working with and supporting advisors in meeting regulatory compliance requirements.

Education, Qualifications & Experience

• BA (Hons) Degree within a Business or Finance related discipline.
• A minimum of 2-3 years’ relevant experience within a similar role, preferably within a Financial Advisory firm or Life & Pensions Broker.
• QFA qualified or progressing towards this qualification.
• Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements.

Skills & Attributes

• Ability to demonstrate a high level of attention to detail with a focus on numerical skills.
• Ability to manage own workload while prioritising effectively and efficiently.
• Excellent verbal and written communication skills.
• Microsoft Word, Excel, and Outlook (Intermediate).

Personal Qualities  

• Ability to work independently and as part of a team.
• Demonstrate a high degree of energy, enthusiasm, and flexibility.
• Numeracy and excellent organisation skills are essential for this position.
• Successful candidates are likely to be confident multi-taskers with a good work ethic and a keen focus on attention to detail and quality.

Role & Responsibilities

• Management of your own portfolio of Corporate Health Insurance Schemes including

• Preparing and presenting annual renewal reviews
• Supporting wider market reviews, where required
• Facilitating presentations & other member communication supports, where required.
• Keeping clients up to date on relevant market updates
• Providing ongoing administration support to both the client and their employees

• Supporting the wider Health Insurance Advisory Team on dealing with routine enquiries from client companies and scheme members.
• Working closely with the Health Insurance Advisory Team Managers on building relationships with insurers, keeping up to date with market changes, etc.
• Deliver a high level of customer service.
• Supporting team and management functions where necessary.

Education, Qualifications & Experience

• APA Qualified (or QFA with the relevant bridging exam to advice on health insurance) and maintaining CPD; or progression towards same.
• Must have a demonstrable interest in business.
• Ideally a minimum of 2 year’s relevant experience (with a Health Insurer or other relevant Financial Advisory firm/Life & Pensions Broker).

Skills & Attributes

• Experience in customer service facing role.
• Ability to work as part of a team and have ability to organise their own workload.
• Good communication & interpersonal skills, with the ability to explain complex concepts in a clear and concise manner.
• Microsoft Word, Excel & Outlook (Intermediate level).
• Successful candidates are likely to be confident multi-taskers with a good work ethic and a keen focus on attention to detail.

Ideal candidates will have 2+ years’ preferably within Financial Services Industry or Life & Pensions Broker.

Key responsibilities will include:

• Administration and management of a portfolio of corporate client Insured Schemes.
• Ensuring all aspects of the day-to-day admin of each scheme are completed in an accurate and timely manner.
• Dealing with enquiries from client companies and scheme members.
• Liaising with Consultants and Client Managers to ensure that all aspects of the client file are compliant.
• Completion of group pension and risk renewals and accounts in appointed portfolios.
• Ensure all statutory disclosure requirements are met in a timely manner on the issue of Member Benefit Statements, Trustee Annual Report and the settlement of all scheme benefits.
• Ensuring group risk rate reviews/risk broking reports are completed, implemented and reported to key client contacts.
• Efficient administration of group pension and risk claims - death and disability.

The ideal candidates will have the following skills and qualifications:

• Ability to demonstrate a high level of attention to detail with a focus on numerical skills.
• Ability to manage own workload while prioritizing effectively and efficiently.
• Excellent verbal & written communication skills.
• Microsoft Word, Excel & Outlook (Intermediate level).
• Ability to work independently and as part of a team.
• Demonstrate a high degree of energy, enthusiasm, and flexibility with ability to adapt well to change.
• Successful candidates are likely to be confident problem solvers with a good work ethic and a keen focus on attention to detail and quality.

Job Purpose

Reporting to the Managing Director Unio Employee Benefit Solutions, the role holder will take over the leadership of Unio’s Defined Contribution Solutions and ensure the business continues to grow and meet its financial and strategic objectives.

The role forms part of the Senior Leadership Team which shares a collective objective of maintaining and enhancing Unio’s position as a leading provider of Employee Benefits Solutions in Ireland.

Key Responsibilities

• Plan, agree and drive the strategic direction of Unio’s Defined Contribution and Master Trust Solutions
• Prioritise Unio’s Client First approach, the digital transformation and key stakeholder experiences of Unio’s DC Solutions
• Position Unio’s DC Solutions as leading-edge and best in class
• Research market trends and developments – both national and international
• Provide Client Management Services to some key Unio clients
• Participate strongly and effectively at the Senior Leadership Team and other Committees, as required
• Create a culture that encourages innovation and new ways of working, that values performance and that develops talent right across the business
• Report against and deliver to KPI’s including financials, service delivery, customer/staff satisfaction and Service Level Protocols
• Build and maintain strong external relationships with key distribution channels, Regulators, and Industry bodies, as appropriate
• Lead on new business opportunities and marketing initiatives
• Have highly effective teams in place who have clear goals and objectives; are properly resourced and with strong capability.

Skills and Qualifications:

• Proven success in a variety of Senior Management positions within the Pensions Industry, ideally in Employee Benefits
• Professional qualifications with expertise in pensions, regulation, investment, legal and taxation
• Strong inspirational leadership skills, with proven ability to collaborate and influence at all levels
• Significant experience dealing with key clients and distributors
• Strong industry experience, including commercial and business acumen
• Significant knowledge of customer and industry trends
• Demonstrated personal drive, energy, persistence and self-motivation and awareness of the needs of the wider business
• Excellent strategic thinking capability
• Proven track record in delivering results with strong execution skills
• Excellent communicator, with strong interpersonal and networking skills
• Disciplined, determined and resilient.

Ideal candidates will have 2+ years’ Defined Contribution Pension Scheme portfolio administration experience.

Key responsibilities will include:

• Administration and management of a portfolio of corporate client Defined Benefit Schemes.
• Ensuring that all aspects of the day-to-day admin of each scheme are completed in an accurate and timely manner.
• Preparation on an annual basis of benefit statements and trustee reports.
• Meeting all statutory deadlines and disclosure requirements on all documentation issued.
• Dealing with enquiries from client companies and scheme members.

The ideal candidates will have the following skills and qualifications:

• Ability to complete tasks to a high standard and deliver work in an orderly fashion to meet and exceed where possible all deadlines and client/trustee requirements.
• Keen attention to detail.
• Strong and effective communication skills with the ability to be a positive influence in the overall administration group.
• A team player with good interpersonal skills who is willing to impart knowledge and develop knowledge and skills within their team.
• Ability to act on own initiative and manage own workload to ensure all SLA’s adhered or exceeded, all deadlines are met, and resolutions found for all complex issues.
• A very good understanding of the relevant underlying Pensions legislation and regulatory environment.

The following opportunity has arisen within our Corporate Full Service Team in Dublin based in our Sandyford office 5 days per week.

The ideal candidates will have the following skills and qualifications:

• BA – preferably business related.
• Must have 1-2 years’ relevant experience (Financial Advisory firm/Life & Pensions Broker).
• Microsoft Word, Excel and Outlook (Intermediate).
• Must have a demonstrable interest in business and finance.
• Ability to prioritise own workload.
• Good oral and written communication skills.
• Ability to work as part of a team.
• Flexible and enthusiastic.
• Numeracy and excellent organisation skills are essential for this position.
• The successful candidates are likely to be confident multi-taskers with a good work ethic and keen attention to detail.

Key responsibilities will include:

• Client portfolio administration. This includes pre & post retirement pension structures, protection benefits & investment portfolios.
• Liaising with clients regarding administration queries on their portfolio.
• Liaising with advisors to ensure that all aspects of the client file are compliant.

The Role:

• Work within a team responsible for the preparation of the Annual Reports for Pension Schemes.
• Accurately produce Scheme Annual Reports for Pension Schemes in accordance with Statements of Recommended Practice for Pension Schemes and the requirements of the Occupational Pension Schemes (Disclosure of Information) Regulations 2006 (as amended).
• Responsible for all work assigned through to final sign-off by auditors.
• Liaising with internal pension administrators/client services managers/actuaries/legal as part of the preparation of accounts process.
• Liaising with external auditors in order to facilitate an efficient audit of the Pension Scheme and responding to all audit queries on a timely basis.
• Reporting directly to the Manager Pension Fund Accounts.

The Qualifications:

• Qualified accountant (ACA or ACCA) with experience and knowledge of pension scheme accounting and financial reporting.
• Detail orientated and strong work organisational skills.
• Demonstrated ability to work on multiple tasks and prioritise appropriately.
• Strive to deliver high quality work and ability to meet deadlines with a strong sense of ownership.
• Readiness to display self-directed initiative.
• Strong MS Word and Excel skills.

The following exciting opportunity has arisen to join a growing and dynamic team and be part of a business at the leading edge of the Wealth Management in Ireland.  Focused on client delivery, the Private Wealth Management team can be described as energetic, collaborative and innovative.

The role will focus on providing Wealth Management solutions and advice to a specific portfolio of clients while offering the opportunity to develop successful commercial relationships with both existing and new clients.

This is a hybrid role with the flexibility to work both virtually and from our Dublin or Cork office.

Skills And Experience That Will Lead To Success

• Educated to degree level (likely to be Finance, Mathematics, Statistics, Economics, Business or similar)
• Prior experience and knowledge of dealing directly with clients and providing personal financial planning solutions for their needs
• Knowledge of the products available in the Irish market to address personal, family and business protection and pre and post-retirement planning needs
• QFA Certified (minimum) or hold equivalent qualification which satisfies the Minimum Competency Requirements of the Central Bank of Ireland
• Excellent analytical, communication and writing skills with a complimentary professional presentation style
• Working knowledge of Voyant would be an advantage but not essential

Key Responsibilities:

• Relationship management of a portfolio of corporate clients.
• Ensuring effective and compliant governance structure across the portfolio.
• Handling of queries from client companies, trustees, scheme members and other scheme contacts (eg. Accountants, Investment Managers etc).
• Preparation for and presentation at client, trustee and member meetings.
• Scheme design and restructuring exercises and implementation of agreed changes, benefits, etc.
• Developing and implementing retirement and member engagement programmes.
• Leading a multi-disciplined team in delivering services to clients.

Skills and Qualifications:

• A minimum of 5 years’ experience in a similar role.
• Client / Portfolio Management experience.
• Excellent organisational skills and ability to work on own initiative.
• Keen attention to detail and excellent presentation and interpersonal skills.
• Be a strong team player.
• A good understanding of the relevant underlying Pensions legislation and regulatory environment.
• Hold QFA or IIPM qualifications
• Hold a full & clean Driving Licence.

Personal Qualities:

• Demonstrate ability to consistently deliver to a very high standard.
• A high degree of energy, enthusiasm, and flexibility with ability to adapt well to change.
• Proven ability to lead by example and demonstrates leadership qualities.
• Plans and shares action plans for the team, correctly identifying priorities, capabilities, and resources.