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.

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.

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.

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.

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.

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.

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.

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