Financial Planner – Wealth Management for HNW Clients

About the role

Walfrid Private is seeking an experienced Financial Planner to join its advisory team in Dublin. You will work exclusively with qualified business owners, company directors and high‑net‑worth individuals, delivering strategic financial planning and wealth management advice.

Key responsibilities

• Advise clients on pensions, investments and protection strategies.
• Develop bespoke wealth plans aligned with personal and business objectives.
• Provide ongoing reviews and strategic advice as client needs evolve.
• Stay informed on market, regulatory and product developments.
• Build trusted, long‑term relationships with clients.

Required profile

• Proven experience in financial advisory or wealth management within the Irish market.
• Exposure to advising company directors or high‑net‑worth clients preferred.
• Strong knowledge of Irish pension, investment and protection products.
• QFA qualification essential; additional qualifications an advantage.
• Professional, client‑focused approach with excellent communication skills.

Required skills

What we offer

• 100% qualified leads generated by dedicated marketing and business development teams.
• Business development team managing diaries and appointments.
• Full broker support handling pre‑ and post‑meeting administration.
• Comprehensive compliance and operational support.
• Access to an established, growing client base in a collaborative advisory environment.