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Walfrid Private is a Wealth Management firm based in Ballymount in Dublin 12. We assistIrish Company Directors, Business Owners and Entrepreneurs toreduce costs, reduce taxes and improveboth business and personal financial performance.
Walfrid Private implement strategic plans with their clients to ensure they achieve financial independence sooner than they ever imagined possible by structuring long term bespoke financial cashflows.We work with clients nationwide, to ensure Wealth Development through multi-channel cashflows that are structured tax efficiently.
Role Overview:
Due to our continued growth and scale up we are looking to add a number of experienced Financial Advisors to the team to service our client base, mainly comprised of SME business owners and company directors. The successful candidates will report to the Head of Financial Planning. Leads will be generated by our marketing team and appointments set by our business development manager for each advisor.
Responsibilities:
* Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situations.
* Develop and implement customized financial plans that align with clients' objectives, incorporating investment strategies, retirement planning, tax planning, and estate planning.
* Provide expert advice on a range of financial products and services, such as pension, investment and protection products.
* Stay current on market trends, economic indicators, and regulatory changes to provide informed and up-to-date advice to clients.
* Build and maintain strong client relationships through regular communication, reviews, and adjustments to financial plans as needed.
* Collaborate with internal teams, such as business development and broker support teams, to ensure holistic and integrated financial solutions for clients.
* Stay compliant with industry regulations and company policies, maintaining the highest ethical standards in all client interactions.
Key Experience & Skills:
* Minimum of 5 years proven experience selling pension, investment or protection products in the Irish market.
* QFA (Qualified Financial Advisor) certification is required.
* Additional qualifications such as RPA, SIA, or CFP are highly desirable.
* Experience in a brokerage background is desirable but candidates from other areas will be considered.
* Excellent interpersonal and communication skills to effectively build and maintain client relationships.
* Proven ability to evaluate complex financial information and provide clear, actionable recommendations.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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