Job Description Walfrid Private is a growing wealth management brokerage specialising in strategic financial planning for business owners, company directors and high-net-worth individuals across Ireland.
Based in Ballymount, Dublin 12, we work with clients who value long-term planning, professional advice and trusted relationships.
Our approach focuses on reducing costs, minimising tax exposure and helping clients build and protect wealth over the long term.
As our client base continues to grow, we are now seeking an experienced Wealth Manager to join our advisory team.
The Role As a Financial Planner at Walfrid Private, you will work exclusively with established, qualified clients, supported by a full in-house structure that allows you to focus on advice and relationship management, not administration or lead generation.
If you are a Financial Planner looking to work with high-quality clients, backed by a strong support structure and an established brand, Walfrid Private offers a platform where you can focus on what you do best, advising clients.
Your Clients Business owners and entrepreneurs Company directors High-net-worth individuals Clients with complex personal and business financial planning needs All clients are professionally qualified and pre-engaged before meeting you.
Support Youll Receive 100% qualified leads provided, generated by our marketing and business development teams - no cold prospecting or self-sourcing Dedicated business development team managing diaries and appointments Full broker support team handling pre- and post-meeting administration (LOA, fact find, data capture, S.o.
S etc all completed) Comprehensive compliance and operational support Access to an established, growing client base A collaborative and professional advisory environment Key Responsibilities Advising clients on pensions, investments and protection strategies Developing bespoke wealth plans aligned with personal and business goals Providing ongoing reviews and strategic advice as client needs evolve Staying informed on market, regulatory and product developments Building trusted, long-term client relationships About You Experience in a financial advisory or wealth management role in the Irish market Exposure to advising company directors or HNW clients preferred but all advisory experience will be considered Strong knowledge of Irish pension, investment and protection products QFA qualification essential (additional qualifications an advantage) Professional, client-focused approach with strong communication skills Skills: Financial Planning Financial Advisor Sales Benefits: Pension Fund Group Life Assurance