Life & Pensions Administrator

Full-time Financial Specialists

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 que...