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Wealth Strategist
3 weeks ago
At Walfrid Private, we help business owners and entrepreneurs unlock financial freedom faster than they ever thought possible. Our approach to strategic financial planning reduces costs, minimizes taxes, and maximizes long-term wealth.
About UsWe specialize in creating tailored financial plans that align with our clients' personal and business goals. As a Financial Advisor at Walfrid Private, you'll have the opportunity to work with SME business owners and company directors, helping them structure their finances efficiently and achieve financial independence.
Your Role- Advising clients on pensions, investments, and protection products to help them grow and protect their wealth.
- Crafting customized financial plans that meet their unique needs and objectives.
- Staying 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.
To succeed in this role, you'll need:
- 5+ years of experience in financial advising, with a strong background in pension, investment, or protection products in the Irish market.
- A QFA qualification is required, and additional qualifications are highly valued.
- 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.
We offer a comprehensive package of benefits, including:
- Pension Fund
We're committed to supporting our employees in their professional development and providing opportunities for growth and advancement.
