COMPANY OVERVIEW:

Walfrid Private is a Wealth Management firm based in Ballymount in Dublin 12. We assist Irish Company Directors, Business Owners and Entrepreneurs to reduce costs, reduce taxes and improve both business and personal financial performance.
Walfrid Private implement strategic plans with their clients to ensure they achieve financial independence sooner than they ever imagined possible by structuring long term bespoke financial cashflows. We work with clients nationwide, to ensure Wealth Development through multi-channel cashflows that are structured tax efficiently.

SKILLS AND EXPERIENCE:

• Previous experience in a paraplanning role in a brokerage is necessary.
• Must have completed all QFA exams. Other relevant qualifications are a bonus.
• In depth knowledge of pension, protection and investment products available in the Irish market.
• Excellent communication skills and ability to interact with clients.
• Knowledge of WealthTrack and Salesforce CRMs an advantage.

ROLE OVERVIEW:

We are looking for an experienced, detail orientated paraplanner to join our team to provide support to our Financial Advisors.

RESPONSIBILITIES:

• Provide support to Financial Advisors with tasks pre and post client meetings, including preparing meeting packs, valuations, and summarising meeting outcomes.
• Join client meetings alongside Financial Advisors, offering technical insight, capturing comprehensive notes, and ensuring timely completion of all follow-up actions and documentation.
• Work with Broker Support team to carry out in-depth research on financial products, evaluate their suitability and prepare detailed comparisons to support tailored client recommendations.
• Assist in building personalised financial plans and generate supporting documentation and reports based on outcomes from client meetings.
• Play a key role in the consistent delivery of our goals-based financial planning approach across the advisory team.
• Ensure all reports and documentation fall in line with internal compliance and industry regulatory standards.