Company Overview
Walfrid Private is a fast-growing Wealth Management firm based in Ballymount, Dublin 12.
We partner with ambitious Irish Company Directors, Business Owners and Entrepreneurs to reduce costs, reduce taxes and accelerate wealth creation.
Our mission is simple but powerful: to help clients achieve financial independence far sooner than they ever thought possible.
We do this by designing and implementing long-term, bespoke financial strategies built around tax-efficient, multi-channel cashflows.
We work with clients nationwide and are now entering our next phase of growth, and that's where you come in.
The Opportunity
We are seeking an experienced Head of Financial Planning to take ownership of revenue growth, advisory excellence and team expansion across Walfrid Private.
This is a senior, front-line leadership role for a proven financial professional who thrives on building relationships, winning business and developing elite advisory talent.
You Will
Manage and grow a portfolio of high-net-worth clients
Lead, recruit and mentor a team of Financial Advisors
Set the commercial tone and sales culture of the firm
Play a defining role in shaping the future of Walfrid Private
What You'll Be Responsible For
Leading high-quality, in-depth financial planning conversations with HNW clients, fully understanding their personal and business goals
Designing and delivering bespoke financial strategies across pensions, investments, protection, tax and estate planning
Acting as a trusted adviser to business owners and directors at critical financial decision points
Building, leading and scaling a high-performing team of Financial Advisors through internal development and external recruitment
Driving sales performance, pipeline growth and revenue targets across the advisory team
Identifying new business opportunities within existing client relationships and through strategic referrals
Implementing best-in-class advisory and sales practices while maintaining the highest ethical and compliance standards
Playing a key role in shaping growth strategy and commercial direction alongside senior management
What We're Looking For
10+ years experience in a senior financial advisory or wealth management role
Strong commercial mindset with a proven ability to grow revenue and client relationships
Deep expertise in pensions, investments and protection products within the Irish market
Previous brokerage experience highly advantageous
Experience mentoring, managing or leading advisors strongly preferred but well consider experience advisors looking to make the next step
QFA qualification required
Why Join Walfrid Private?
This is a leadership role with real influence, not a title without authority
Opportunity to build and shape your own advisory team
Work with high-value clients nationwide
Join a firm in a clear growth phase with ambitious plans
Competitive remuneration with performance-based upside
A professional, driven, and supportive environment where excellence is recognised
Skills
Financial Planning Wealth Management Financial Advisor
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