Broker Support Executive

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:This position offers an exciting opportunity to join our newly established Cashflow Team and contribute meaningfully to the efficiency of our operations. As a Broker Support Executive, you will serve as a primary point of contact for clients and play a critical role in facilitating the successful execution of new policies for both new and existing customers.Responsibilities:Act as a key liaison between clients and life insurance providers, ensuring swift communication to progress underwriting and policy issuance.Proactively follow up with insurance company underwriting departments to reduce delays and improve turnaround times.Keep clients regularly updated on the status of their applications, maintaining a high standard of professionalism and clarity.Identify and escalate any bottlenecks or process issues that could impact client cashflows or timelines.Work closely with the Broker Support team and Financial Advisors to ensure a seamless client experience from application to approval.Skills And Experience:Background in a customer facing role in the wealth management or life & pensions industry.Working towards or completed QFA. Must have APA at minimum.Excellent communication skills and phone manner.Strong administration skills and good attention to detail.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 plus your birthday off.Skills:Financial Advisor pensions Customer ServiceBenefits:Pension Fund Group Life Assurance