About Walfrid Private
Walfrid Private is a growing wealth management firm working with Irish company directors, business owners, and entrepreneurs nationwide.
Our focus is on delivering high-quality, long-term financial planning built on trust, clarity, and strong client relationships.
The Role
The Role
You will be responsible for managing and developing long-term relationships with high-net-worth individuals, ensuring their financial strategies remain aligned with their evolving personal and business circumstances.
The emphasis is on thoughtful planning, continuity, and professional judgement, not product pushing or high-pressure sales targets.
You'll be supported by a strong broker support team, structured planning processes, and senior input where required, allowing you to focus on delivering excellent client outcomes.
Key Responsibilities
Manage an established portfolio of high-net-worth clients
Conduct annual and periodic client reviews, ensuring strategies remain relevant and effective
Provide clear, considered financial planning advice across investments, pensions, protection, and broader wealth planning
Build trusted, long-term client relationships through consistent engagement and high professional standards
Work collaboratively with internal planning, investment, and client support teams
Maintain accurate records and ensure ongoing regulatory and compliance standards are met
Contribute to the ongoing refinement of Walfrid Privates advisory processes and client experience
About You
A minimum of 3 years experience working in a brokerage environment ideally in a client-facing role
Strong knowledge of pension, protection and investment products available on the Irish market
Experience working with high-net-worth clients
Must have completed QFA
A strong interest in long-term financial planning and relationship-based advice
The ability to communicate complex ideas clearly and thoughtfully
A professional, client-first mindset with high ethical standards
A collaborative approach and comfort working within structured planning processes
Skills
Financial Planning Financial Advisor
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