Job Description
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. Role Overview: We are currently seeking a dynamic and detail-oriented Broker Support Executive 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 New Business & Pipeline. Respond to client queries, both simple and complex in an efficient and professional manner. Maintain existing client relationships on a scheduled basis. 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. 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. 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. Benefits: Shorter working week, half day every Friday. Competitive salary package commensurate with experience. Company Pension. Company IP and DIS the day you join. 22 days Annual Leave. Birthday off. Company shutdown for Christmas break. Diversity, Equity, and Inclusion Statement: At Walfrid Private, we celebrate and embrace diversity in all its forms. We believe that a diverse and inclusive workplace fosters creativity, innovation, and better decision-making. We are committed to providing equal opportunities to all employees and applicants, regardless of race, gender, age, sexual orientation, disability, religion, or any other characteristic protected by applicable laws. We believe that a diverse and inclusive workforce strengthens our organization and enriches the experiences of our team members. Walfrid Private is proud to be an equal opportunity employer, and we encourage candidates from all backgrounds to apply. Skills: Financial Planning Financial Advisor Insurance