At Walfrid Private, we don’t just manage wealth - we help business owners and entrepreneurs unlock financial freedom faster than they ever thought possible. Based in Ballymount, Dublin 12, we specialize in strategic financial planning that reduces costs, minimizes taxes, and maximizes long-term wealth.
We’re one of the organically grown wealth management brokerages in Ireland, and deal exclusively with business owners, company directors and high-net-worth clients.
We’re looking for driven and ambitious Financial Planners to grow our advisory team.
What’s in it for you?
- We generate and qualify 100% of your leads, with our business development team managing your diary and appointments.
- Our broker support team will deal with all the pre and post meeting administration and compliance, leaving you free to focus solely on your clients.
- We have achievable on target earnings for all our advisors of €120-200k and we’re happy to show you how this would work.
What You’ll Be Doing
- Advising clients on pensions, investments, and protection products to help them grow and protect their wealth.
- Creating tailored financial plans that align with their personal and business goals.
- Keeping ahead of market trends and industry changes to provide up-to-date, strategic advice.
- Building long-term relationships and providing ongoing support as their financial needs evolve.
What You Bring to the Table
- 5+ years of experience in financial advising, with a strong background in pension, investment, or protection products in the Irish market.
- QFA qualification required, additional qualifications a bonus.
- A passion for working with business owners and a knack for making complex financial concepts easy to understand.
- A results-driven mindset, excellent communication skills, and a commitment to top-tier client service.
Job Type: Full-time
Benefits:
- Company pension
- On-site parking
Schedule:
- Monday to Friday
Application question(s):
- Do you have 5 years experience advising on pension & protection products in the Irish market?
Work authorisation:
- Ireland (required)
Work Location: Hybrid remote in Drimnagh, Dublin, CO. Dublin