Financial Planner

4 weeks ago

Dublin, Dublin City, Ireland Walfrid Private Full time
At Walfrid Private, we dont 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.

Were one of the organically grown wealth management brokerages in Ireland, and deal exclusively with business owners, company directors and high-net-worth clients.

Were looking for driven and ambitious Financial Planners to grow our advisory team.

Whats 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 were happy to show you how this would work.

What Youll 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.

Skills: Retirement Planning Financial Advisory Independent Financial Holistic Financial Financial Planning Investment Advisory Financial advice Benefits: Work From Home pension Group Life Assurance Parking

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