Urgent Search: Broker Support Executive

3 weeks ago

Dublin, Dublin City, Ireland Walfrid Private Full time

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 Self- Administered Pensions 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: Support the full lifecycle of self-administered transactions, from application through to completion and ongoing management. Liaise directly with solicitors, estate agents, property managers, trustees, surveyors and clients to ensure deals progress smoothly and on time. Coordinate funding via pension structures, ensuring compliance with pension, tax and financial regulations. Manage CRM updates, documentation, and portals to keep property and client files accurate and compliant. Oversee due diligence requirements, including legal, valuation and tenancy documentation. Handle client and broker queries, providing timely updates and maintaining strong professional relationships. Assist with preparation of property investment reports, cash flow updates, and compliance checks. Contribute to process improvements to streamline property transaction and management workflows. Skills & Experience: Minimum 2 years experience in a financial services/admin/broker support role. A background in self-administered pensions is desirable, candidates with a background in property investment or mortgage administration will also be considered. Must have completed QFA. Strong knowledge of pension regulations, tax laws, and compliance related to property held within retirement accounts (or willingness/ability to learn quickly). 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. Opportunity to work in a growing, specialized division with unique offerings in a wealth management firm. Skills: self-administered pensions pensions Financial Planning wealth management Benefits: Group Life Assurance Pension Fund

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