Walfrid Private is growing, and we're looking for a detail-oriented and dependable Broker Support Executive to join our team. This role is central to ensuring a smooth and efficient experience for both our clients and advisors.
You'll work closely with our financial planners and providers, supporting the full lifecycle of policies and making sure every step is handled with accuracy and care. If you're an experienced financial professional who thrives in a structured environment and enjoys being the go-to person for clients, we'd love to hear from you.
What You'll Be Doing
* Processing pension, investment & protection business submitted by financial advisory team.
* Keying new applications on life company portals.
* Managing pipeline cases from submission through to completion, ensuring timelines are met and issues resolved proactively
* Supporting compliance and operational processes with a focus on quality, consistency and confidentiality
* Acting as a key point of contact for client and advisor queries, with a focus on clarity, professionalism and service
* Continuously improving internal processes and supporting projects that enhance how we do business
What You Bring
* Previous experience in a life company, brokerage or similar financial services role
* A completed QFA or be working towards the same
* A strong grasp of life, pension and investment products available on the Irish market
* High attention to detail, solid communication skills and the ability to juggle priorities under pressure
* A team-oriented mindset with a personal commitment to delivering great outcomes for clients
Why Walfrid Private?
We're not a typical brokerage. At Walfrid Private, we've built a business around integrity, independence and impact and we're growing fast. You'll join a high-performing team that values collaboration, accountability and ambition. Your work will be recognised, your input valued and your development supported.
Job Type: Full-time
Benefits:
* Company pension
* On-site parking
Work Location: Hybrid remote in Drimnagh, Dublin 12, CO. Dublin