Walfrid Private Jobs in Ireland

+ Portfolio ManagerResponsibilities:Manage an established portfolio of high-net-worth clients · Conduct annual client reviews ensuring strategies remain relevant effective · Provide clear financial planning advice investments pensions protection broader wealth planning · + A mini ...

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 t ...

We are seeking an experience Head of Financial Planning to take ownership of revenue growth, advisory excellence and team expansion across Walfrid Private. · ...

We are looking to add a Portfolio Manager to the team to work with an established portfolio of high-net-worth clients and contribute to the continued development of our advisory offering. · ...

This position offers an exciting opportunity to join our newly established Risk & Capital Transfer team and contribute meaningfully to the efficiency of our operations. · Act as a key liaison between clients and life insurance providers, · Proactively follow up with insurance com ...

This position offers an exciting opportunity to join our newly established Risk & Capital Transfer team and contribute meaningfully to the efficiency of our operations. · ...

We are seeking an experience Head of Sales & Wealth Advisory to take ownership of revenue growth, advisory excellence and team expansion across Walfrid Private.This is a senior, front-line leadership role for a proven financial professional who thrives on building relationships, ...

We partner with ambitious Irish Company Directors Business Owners and Entrepreneurs to reduce costs reduce taxes and accelerate wealth creation.We do this by designing and implementing long-term bespoke financial strategies built around tax-efficient multi-channel cashflows. · We ...

We are currently seeking an energetic and detail-driven Life & Pensions Administrator to join our Broker Support team. · Process pension, investment and protection business submitted by the Financial Advisory team · ...

We are currently seeking an energetic and detail-driven Life & Pensions Administrator to join our Broker Support team. · ...

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

+We are seeking a dynamic and detail-oriented Life & Pensions Administrator to join our Broker Support team. · +Process pension business submitted by financial advisory team. · Set up new clients and policies on CRM. · ...

We are currently seeking an energetic and detail-driven Life & Pensions Administrator to join our Broker Support team. · ...

Walfrid Private is a fast-growing Wealth Management firm based in Dublin that helps clients achieve financial independence by designing bespoke financial strategies.We partner with ambitious Irish Company Directors, Business Owners and Entrepreneurs to reduce costs, reduce taxes ...

We are seeking an energetic · and detail-driven Life & Pensions Administrator · Process pension, · investment and protection business submitted by · The Financial Advisory team · Liaise with life companies · and internal teams to progress cases. · Solve queries efficiently. · ...

+Manage an established portfolio of high-net-worth clients · +Conduct annual and periodic client reviews ensuring strategies remain relevant and effective · +Provide clear considered financial planning advice across investments pensions protection · and broader wealth planning+B ...

+We partner with Irish Company Directors, Business Owners and Entrepreneurs to help them reduce costs, reduce taxes and build long-term financial security. · + · ,Process pension, investment and protection business submitted by the Financial Advisory team · ,Liaise with life comp ...

This position offers an exciting opportunity to join our newly established Risk & Capital Transfer team and contribute meaningfully to the efficiency of our operations.Act as a key liaison between clients and life insurance providers. · Proactively follow up with insurance compan ...

We are seeking an experience Head of Financial Planning to take ownership of revenue growth, advisory excellence and team expansion across Walfrid Private.This is a senior, front-line leadership role for a proven financial professional who thrives on building relationships, winni ...

Walfrid Private is a growing wealth management brokerage specialising in strategic financial planning for business owners... · ...