Financial Planner at Walfrid Private
Dublin, County Dublin, Ireland -
Full Time


Start Date

Immediate

Expiry Date

29 Oct, 25

Salary

0.0

Posted On

29 Jul, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

Description

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 organically grown wealth management brokerages in Ireland, and deal exclusively with business owners, company directors and high-net-worth clients.
We’re looking for driven and ambitious Financial Planners to grow our advisory team.

Responsibilities
  • 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.
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