Company Overview Walfrid Private is a growing Wealth Management firm based in Ballymount, Dublin 12.
We partner with Irish Company Directors, Business Owners and Entrepreneurs to help them reduce costs, reduce taxes and build long-term financial security.
Our business is built on high-quality advice, strong planning and crucially, excellent execution.
As we continue to grow nationwide, the strength of our Broker Support function is more important than ever in ensuring every client strategy is delivered smoothly, accurately and on time.
Role Overview We are currently seeking an energetic and detail-driven Life & Pensions Administrator to join our Broker Support team.
This role sits at the heart of how advice is turned into action and offers the chance to work closely with experienced Financial Advisors in a fast-moving, professional wealth management environment.
You will be involved in the full lifecycle of pension, investment and protection business from application and setup through to ongoing administration ensuring cases progress efficiently and to a high standard.
While the role is primarily administration-focused, it is varied, busy and hands-on, ideal for someone who enjoys momentum, structure and being part of a team that gets things done.
Key Responsibilities Process pension, investment and protection business submitted by the Financial Advisory team Manage and track new applications across life company portals Set up and maintain client and policy records on the CRM system Prepare and issue compliance documentation alongside Financial Advisors, including statements of suitability and supporting reports Ensure files are accurate, complete and compliant with internal processes and regulatory requirements Liaise with life companies and internal teams to progress cases and resolve queries efficiently Handle policy servicing requests such as amendments, withdrawals and encashments Manage daily post and correspondence and keep cases moving Prepare, maintain and update client and policy files Provide a high standard of service via telephone and email Support cross-training within the team to ensure strong operational support across the business Skills & Experience Required Minimum of 1 years experience working with pension and protection products in a brokerage, life company or similar environment QFA qualification completed or currently in progress Solid understanding of Life, Pension and Investment products in the Irish broker market Experience using CRM systems; Wealthtrack and Salesforce experience an advantage Comfortable working within regulated processes and compliance frameworks Strong organisational skills and attention to detail Positive, proactive approach to work and teamwork Skills: pension administration Financial Planning