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Job Description
Seeking a detail-oriented Broker Support Executive to facilitate communication between clients, brokers, and internal teams, ensuring smooth transaction processing and resolving client inquiries.
Walfrid Private is a Wealth Management firm based in Dublin, assisting Irish Company Directors, Business Owners, and Entrepreneurs to reduce costs, taxes, and improve financial performance.
Key Responsibilities:
- Proactive management of 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.
- Preparation and implementation of client recommendations.
- Preparation of reports in advance of meetings and maintaining correct and up-to-date data on CRM system.
- Support change within the team and cross-train with other departments in the business.
- 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.
- 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.