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 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 Private's 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 QFAA 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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