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.

KEY EXPERIENCE & SKILLS:

• Minimum of 2 years experience working with both pension and protection products in a brokerage.
• Must have completed QFA.
• A strong knowledge of Life, Pension and Investment products available to the Broker market.
• Strong Experience with CRM software – Wealthtrack and Salesforce an advantage.
• General understanding of compliance issues & requirements.
• Previous experience building relationships with clients via phone and face to face meetings.

ROLE OVERVIEW:

We are currently seeking a dynamic and detail-oriented Life & Pensions Administrator to join our Broker Support team. In this role, you will play a pivotal part in supporting our brokerage operations by facilitating communication between clients, brokers, and internal teams. Your responsibilities will include ensuring smooth transaction processing, resolving client inquiries, and collaborating with brokers to optimize their efficiency. As an Broker Support Executive at Walfrid Private, you will have the opportunity to be an integral part of a team that is dedicated to excellence, innovation, and client satisfaction in the financial services industry.

KEY RESPONSIBILITIES:

• Process pension, investment & protection business submitted by financial advisory team.
• Key new applications on life company portals.
• Set up new clients and policies on CRM.
• Work with the financial advisors to draw up and issue compliance documents to clients -recommendations, statement of suitability, market research reports, risk profiling etc.
• Ensure files are compliant in line with our processes and procedures.
• Establish & build strong relationships with their clients.
• Processing ad hoc requests from customers, e.g., address changes, encashments, withdrawals.
• Managing daily post and client correspondence
• Prepare and maintain client files.
• Deliver a consistently high level of service by telephone and email to all customers to contribute proactively to the retention of existing business.
• Support change within the team and cross train with other departments in the business to ensure high levels of service and knowledge.