Summary
Overview
Work History
Education
Skills
References
Timeline

Una McNeill

Kilmessan

Summary

Employmnet history North Dublin MABS Blanchardstown. Oct 2016 – Present Money Advisor Providing support, information & advice to individuals experiencing debt or at risk of debt Applying the MABS process, appropriate policies and legislation Assessing clients’ needs Ascertaining the level of support Managing and prioritizing caseloads, in line with the level of ‘risk’ Providing a safe, non-judgmental space for clients to discuss financial concerns to explore options with a clear vision of progress Signposting clients, making appropriate referrals On going money advice and advocacy in areas of income maximization and budgeting Negotiating with creditors and other relevant third parties Maintaining effective client records and statistics Building and maintaining relationships with appropriate services and stakeholders locally and nationally North Dublin MABS. Secondment April 2021 – July 2021 Financial Coach In collaboration with the Financial Capabilities Program, in partnership with the North Side Partnership and TASC, Co-facilitation of the delivery of the Money Made Sense Program Providing one to one coaching, group facilitation, supporting participants full engagement to identify their financial needs and goals Identifying paths to progression Making appropriate referrals

Overview

2026
2026
years of professional experience

Work History

Money Advisor

North Dublin MABS
Blanchardstown
2016.10 - Current
  • Providing support, information & advice to individuals experiencing debt or at risk of debt
  • Applying the MABS process, appropriate policies and legislation
  • Assessing clients’ needs
  • Ascertaining the level of support
  • Managing and prioritizing caseloads, in line with the level of ‘risk’
  • Providing a safe, non-judgmental space for clients to discuss financial concerns to explore options with a clear vision of progress
  • Signposting clients, making appropriate referrals
  • On going money advice and advocacy in areas of income maximization and budgeting
  • Negotiating with creditors and other relevant third parties
  • Maintaining effective client records and statistics
  • Building and maintaining relationships with appropriate services and stakeholders locally and nationally

Assistant Manager

Woodgrove Bank
- Current

Financial Coach

North Dublin MABS
2021.04 - 2021.07
  • In collaboration with the Financial Capabilities Program, in partnership with the North Side Partnership and TASC, Co-facilitation of the delivery of the Money Made Sense Program
  • Providing one to one coaching, group facilitation, supporting participants full engagement to identify their financial needs and goals
  • Identifying paths to progression
  • Making appropriate referrals

Lead Salesperson

Safewest Banking

Sales Associate

Safewest Banking

Education

QQI Professional Coaching & Ethics and Practitioner Diploma - Coaching with Neuroscience

Positive Success Group
01.2020
GPA: Level 6 Distinction

Accredited Advanced Diploma - Money Advice Practice

University of Ulster
01.2016
GPA: Pass

BA Honours Degree - Applied Social Studies

National University of Ireland
01.2009
GPA: 2nd Class

Skills

  • Product marketing
  • Project management
  • Budget planning
  • Communication
  • Problem-solving

References

Available upon request

Timeline

Financial Coach - North Dublin MABS
2021.04 - 2021.07
Money Advisor - North Dublin MABS
2016.10 - Current
Assistant Manager - Woodgrove Bank
- Current
Lead Salesperson - Safewest Banking
Sales Associate - Safewest Banking
Positive Success Group - QQI Professional Coaching & Ethics and Practitioner Diploma, Coaching with Neuroscience
University of Ulster - Accredited Advanced Diploma, Money Advice Practice
National University of Ireland - BA Honours Degree, Applied Social Studies
Una McNeill