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:

• Completed or working towards QFA.
• At least 2 years’ experience working in an administration role with the Financial Services Industry – Broker Background a plus.
• A strong knowledge of Life, Pension and Investment products available to the Broker market.
• Strong Experience with CRM software – Wealth track 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 Broker Support Executive/Pension Administrator to join our paraplanning 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 a 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:

• Proactive management of the Protection, Pension and Investments pipeline for ne and existing clients.
• Respond to client queries, both simple and complex in an efficient and professional manner.
• Deliver a consistently high level of service by telephone and email to all customers to contribute proactively to the retention of existing business.
• Preparation & Implementation of client recommendations.
• Preparation of reports in advance of meetings along with maintaining correct and up to date data on CRM system.
• Liaise with life companies on any queries on behalf of clients.
• Support change within the team and cross train with other departments in the business to ensure high levels of service and knowledge.
• Conduct telephone applications with clients and process these applications on the life company online portals.