Financial Advisor

Walfrid Private; Dublin; On-site; EUR 60,000 - 90,000; Full time

Benefits offered by this job

Qualified leads provided

Dedicated business development support

Broker support team

Compliance and operational support

Established client base

Collaborative advisory environment

Job summary

Walfrid Private in Dublin 12 is seeking an experienced Financial Advisor to join our advisory team, working exclusively with established, qualified clients and supported by a full in-house structure. You will focus on advice and relationship management rather than sourcing leads.

You will advise on pensions, investments and protection strategies, develop bespoke wealth plans, and deliver ongoing reviews as client needs evolve, building long-term trusted relationships with business owners,

Qualifications

• Experience in a financial advisory or wealth management role in the Irish market.
• Exposure to advising company directors or high-net-worth clients preferred but all advisory experience will be considered.
• Strong knowledge of Irish pension, investment and protection products.
• Professional, client-focused approach with strong communication skills.

Responsibilities

• Advising clients on pensions, investments and protection strategies.
• Developing bespoke wealth plans aligned with personal and business goals.
• Providing ongoing reviews and strategic advice as client needs evolve.
• Staying informed on market, regulatory and product developments.
• Building trusted, long-term client relationships.

Skills

Financial advisory

Wealth management

Pensions

Investments

Protection strategies

Client relationships

Job description

Walfrid Private is a growing wealth management brokerage specialising in strategic financial planning for business owners, company directors and high-net-worth individuals across Ireland.

Based in Ballymount, Dublin 12, we work with clients who value long-term planning, professional advice and trusted relationships. Our approach focuses on reducing costs, minimising tax exposure and helping clients build and protect wealth over the long term.

As our client base continues to grow, we are now seeking an experienced Financial Advisor to join our advisory team.

The Role

As a Financial Advisor at Walfrid Private, you will work exclusively with established, qualified clients, supported by a full in-house structure that allows you to focus on advice and relationship management, not administration or lead generation.

If you are a Financial Advisor looking to work with high-quality clients, backed by a strong support structure and an established brand, Walfrid Private offers a platform where you can focus on what you do best; advising clients.

Your Clients

• Business owners and entrepreneurs
• Company directors
• High-net-worth individuals
• Clients with complex personal and business financial planning needs

All clients are professionally qualified and pre-engaged before meeting you.

Support You’ll Receive

• 100% qualified leads provided, generated by our marketing and business development teams - no cold prospecting or self-sourcing
• Dedicated business development team managing diaries and appointments
• Full broker support team handling pre- and post-meeting administration (LOA, fact find, data capture, S.o.S etc all completed)
• Comprehensive compliance and operational support
• Access to an established, growing client base
• A collaborative and professional advisory environment

Key Responsibilities

• Advising clients on pensions, investments and protection strategies
• Developing bespoke wealth plans aligned with personal and business goals
• Providing ongoing reviews and strategic advice as client needs evolve
• Staying informed on market, regulatory and product developments
• Building trusted, long-term client relationships

About You

• Experience in a financial advisory or wealth management role in the Irish market
• Exposure to advising company directors or HNW clients preferred but all advisory experience will be considered
• Strong knowledge of Irish pension, investment and protection products
• Professional, client-focused approach with strong communication skills