Financial Planner

2 weeks ago

Dublin, Dublin City, Ireland Walfrid Private Limited Full time
Overview

Recruitment and People Partner at Walfrid Private, The Wealth Summit and Founders Board

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

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
  • Previous experience in a financial advisory role, ideally dealing with company directors or high-net-worth individuals.
  • In-depth knowledge of pension, investment and protection products available in the Irish market.
  • A results-driven mindset, excellent communication skills and a commitment to top-tier client service.
Employment details
  • Seniority level: Entry level
  • Employment type: Full-time
  • Job function: Finance and Sales

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