**Long-term Financial Planning Specialist Opportunity**
Walfrid Private is a growing wealth management firm working with Irish company directors, business owners and entrepreneurs nationwide.
We deliver high-quality, long-term financial planning built on trust, clarity and strong client relationships.
The Role
A key element of our success has been the development of long-term relationships with high-net-worth individuals. As a Long-Term Financial Planning Specialist you will be responsible for managing and developing these relationships ensuring their financial strategies remain aligned with their evolving personal and business circumstances.
You'll work collaboratively within structured processes to deliver excellent client outcomes whilst maintaining accurate records ensuring ongoing regulatory compliance standards are met.
Please note we can't consider applications from candidates who do not meet the minimum requirements stated in the job description.