Life & Pensions Administrator

Walfrid Private; Dublin; Hybrid; EUR 28,000 - 40,000; Full time

Benefits offered by this job

Hybrid working (3 days in office)

Company Pension

22 days annual leave

Birthday off

Company IP and DIS from day one

Job summary

Walfrid Private Limited is seeking a detail-oriented Broker Support Executive to join our growing team in Ireland. You will support financial planners and providers across the full lifecycle of policies, ensuring accuracy and timely delivery for clients and advisors.

In this role you will handle pension, investment and protection cases, coordinate portal submissions and maintain high standards of confidentiality and compliance.

Qualifications

• 2 years experience in financial services with pension or protection products.
• QFA qualification or in progress.
• Strong knowledge of life, pension and investment products in Ireland.
• High attention to detail and clear communication under pressure.
• Team-oriented with client-focus.

Responsibilities

• Process pension, investment and protection business submitted by the advisory team.
• Key in new applications on life company portals.
• Manage pipeline cases from submission to completion with timelines.
• Support compliance and operational processes with quality and confidentiality.
• Serve as main contact for client and advisor queries with professionalism.
• Improve internal processes and support business improvement projects.

Skills

Financial services experience

Attention to detail

Communication skills

Team-oriented

Education

QFA

Tools

Life company portals

Job description

Walfrid Private is growing, and were 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. Youll 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 youre an experienced financial professional who thrives in a structured environment and enjoys being the go-to person for clients, wed love to hear from you.

What Youll 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

• Ideally 2 years experience in financial services industry with experience working with either pension or protection products.
• Working towards or has completed QFA.
• 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?

Were not a typical brokerage. At Walfrid Private, weve built a business around integrity, independence and impact and were growing fast. Youll join a high-performing team that values collaboration, accountability and ambition. Your work will be recognised, your input valued and your development supported.

Benefits

• Shorter working week, half day every Friday.
• Competitive salary package commensurate with experience.
• Hybrid working (3 days in office)
• Company Pension.
• Company IP and DIS the day you join.
• 22 days Annual Leave plus your birthday off.

Skills

Financial Planning Financial Advisor Benefits: Pension Fund Group Life Assurance Parking