Wayne Dunne Email & Phone Number

Dublin, County Dublin, Ireland

Dublin, County Dublin, Ireland

Working closely with the Executive Committee of Walfrid Private to build out a multi skilled client advisory team to help our business reach our goals- Appointing and Onboarding new advisors to our advisory team - training and support to new advisors on the processes and systems in place at Walfrid Private to ensure they can hit the ground running- Provide training to our advisory team - technical and other training as required to ensure our team can provide great service to our clients- Stakeholder Engagement - working with internal departments to ensure the smooth customer journey from proposal to issue. Through collaboration to ensure a great user experience- Team management - motivation & guidance to the team to ensure they reach and exceed their goals on an ongoing basis.

Dublin, County Dublin, Ireland

- Client Advisory - providing bespoke wealth management advice to our existing and new clients, including annual reviews to ensure financial goals are on target to be achieved. Looking after business owners, retiring individuals, and employees.- Training - provide ongoing training to members of the financial planning team with regards to various areas of the industry that are updated regularly- Lead prospecting - working closely with our marketing team to target sectors that will allow us to win new business from new clients- Self Generation of Business - bringing in new clients from my own network- Relationship Management - foster good relations with partners to ensure prompt completion of new business, and enquiries.- Working closely with all stakeholders within the business to ensure we continue to provide a world class service to our clients- Webinar & Seminars - hosting online and physical events for our clients covering a wide range of topics to help maintain their financial goals

Dublin, Ireland

- Develop financial plans for our clients, High Net Worth individuals, Business Owners, and Employees- Provide technical support to the Advisory team to ensure best advice is provided to each client- Managing a pipeline of new business with effective follow up to ensure prompt issuance of new business- Administration - using relevant e commerce solutions of our product providers and ensuring accurate completion of paperwork at all times.- Ensuring compliance is correctly completed for all clients- Customer service, acting as a point of contact for our existing clients, handling ad-hoc queries from clients with regards to their existing arrangements- CRM Management - ensuring our client information is accurate and correct on our CRM system

Dublin, Ireland

- Client advisory - meeting existing and new clients to review their overall financial position, using cash flow modelling and goal based financial planning. Then putting in place appropriate solutions.- Technical Support - provide a technical support to advisors with regard to Pension & Investment planning for individuals, and corporate clients.- Pipeline Management - liaising with advisors and providers to ensure proactive pipeline management- Compliance - ensure that the firm's KYC & AML obligations were completed along with all compliance related documentation are provided to clients and kept on file. - CRM Management - setting up clients on the CRM system (Money Advice) and ensuring client information on CRM system is accurate and up to date - Customer Service - provide exceptional service to existing and new clients to ensure any queries are promptly resolved. - Administration - inputting proposals using relevant e-comm solutions and ensuring that documentation for life offices and mortgage providers is fully completed to enable prompt completion of cases.

Dublin

I work in our Sales Support team, providing first class support to our broker clients in all aspects of their business with New Ireland, Savings, Investments, Life and Pensions.- case management & escalation- technical queries on products especially Pension products.- superb product knowledge of the New Ireland product suite and offerings- first point of contact and relationship management for a panel of brokers

Dublin

I work as part of a team of dedicated Life and Pension Technical Specialists. We provide Technical advice on protection, investments and pensions to our internal Customer Service staff, and our Sales Customers for Bank of Ireland Life, and New Ireland Products.My role consists of providing technical support in the following areas;- Queries in relation to Group Pension and Group Risk Business, both new and existing business.- Revenue Queries, overseas pensions and transfers- Pension funding queries, life assurance calculations, retirement benefit calculations, and comparison quotes- Sales advice & support; providing guidance on product suitability, financial planning, compliance and business protection- Reviewing and Quality Checking of marketing material, financial plans, SORPs, and TARs- Training; delivering organised training to internal and external customers- General technical queries, such as PAOs and quotes.

Dublin

Providing a superior level of customer service to both external and internal customers of New Ireland / Bank of Ireland Life, specifically with regard to Pension Products. Also act as a support to my team manager, deputising and taking on project work from time to time.

Dublin West

Providing specialist needs based financial advise to customers of the Bank of Ireland Branch Network. Specialising in Lump Sum Investments, Pension Planning, Life Assurance and Savings.Relationship management with key staff in the network and liasing with other business units to identify opportunities, and to refer clients.

Carrickmacross, Co Monaghan

Senior Mortgage and Life Executive;Responsible for Residential Lending (FTB, Trade Up, Buy to Let, Equity Release) and Commercial Lending Associated up selling, Life Cover, PHI, Pensions, Payment Protection, House Insurance.

Customer Service Centre, Dundalk

Working on an Inbound Phone Team, I was responsible for handling mortgage queries from beginning to end on a portfolio of Halifax Branded Mortgage Products.I had to liase with Underwriting, Valuers, and clients on a regular basis.I also arranged associated products, eg Life Cover, and House Insurance.As a senior advisor I was also responsible for mentoring junior colleagues.

Dublin City Centre

Investments Administrator & Sales Support for a panel of nationwide brokers.

Certificate In Consumer Protection Risk, Culture & Ethical Behaviour, Financial Planning And Services

Diploma In Pension Managagement (Iipm), Pension Management

Continuation of expertise in Financial Services specifically with regard to Pensions of all types, OPS, Exec, DC & DB Funding.

Qfa, Qfa Diploma

Distance Learning of the QFA Diploma