Company Overview: Walfrid Private is a Wealth Management firm based in Dublin 12.
We assist Irish Company Directors, Business Owners and Entrepreneurs to reduce costs, improve business financial performance, and achieve financial independence sooner than expected.
Our team implements strategic plans with clients to structure long-term bespoke financial cashflows, ensuring wealth development through tax-efficient multi-channel cashflows nationwide.
Role Overview
Due to our continued growth, we are seeking experienced Financial Advisors to service our client base of SME business owners and company directors.
The successful candidates will report to the Head of Financial Planning, receiving leads from our marketing team and appointments set by our business development manager for each advisor.
Responsibilities
1. Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situations.
2. Develop customized financial plans aligning with clients' objectives, incorporating investment strategies, retirement planning, tax planning, and estate planning.
3. Provide expert advice on financial products and services, including pensions, investments, and protection products.
4. Stay current on market trends, economic indicators, and regulatory changes to provide informed advice.
5. Build strong client relationships through regular communication, reviews, and adjustments to financial plans as needed.
6. Collaborate with internal teams to ensure holistic financial solutions for clients.
7. Maintain industry regulations and company policies, adhering to high ethical standards in client interactions.
Key Experience & Skills
* Minimum 5 years experience selling pension, investment, or protection products in Ireland.
* QFA certification is required; additional qualifications like RPA, SIA, or CFP are highly desirable.
* Excellent interpersonal and communication skills to build client relationships.
* Proven ability to evaluate complex financial information and provide clear recommendations.
Benefits
* Pension Fund