Direct message the job poster from Walfrid Private
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.
As we continue to grow, we’re looking for experienced Financial Advisors to join our team. If you thrive on building meaningful client relationships and delivering expert financial guidance, we want to hear from you!
What’s in it for you?
* A steady flow of high-quality leads—our marketing team generates the opportunities, and our business development manager books your appointments. We provide our advisors with 100% of their leads.
* The chance to work with SME business owners and company directors, helping them structure their finances efficiently and achieve financial independence.
* A supportive and dynamic team environment, where collaboration is key, and your expertise is valued.
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.
* 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.
Seniority level
Associate
Employment type
Full-time
Job function
Finance, Sales, and Business Development
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