Private Client Admin - 12-Month FTC, Hybrid Work

NFP, an Aon company; Blackrock; On-site; EUR 32,000 - 42,000; Full time

Benefits offered by this job

Hybrid working

Generous annual leave

Private healthcare

Life Assurance

Job summary

NFP, an Aon company, is seeking a Private Client Administrator for a 12-month fixed-term contract in Dublin. You will support our Wealth team, coordinating life & pension new business and existing business, and work closely with consultants and admin staff.

The role requires at least 2 years of relevant life and pension experience, strong communication skills, and a QFA qualification. A hybrid working arrangement and a comprehensive benefits package are provided.

Qualifications

• Minimum 2 years of relevant experience in a similar life and pension admin role.
• Proficient with Microsoft Office and CRM systems where applicable.
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to work independently.

Responsibilities

• Process life, pension, investment and protection business submitted by consultants (inputting, chasing pipeline, issuing policy documents).
• Set up client/policy records on the client database.
• Prepare compliance documents such as recommendations, statements of suitability, and market research reports.
• Maintain files and manage post and client correspondence.
• Field ad hoc requests from customers (address changes, encashments, withdrawals) and manage the task reminder system.

Skills

Excellent communication

Attention to detail

Initiative and independence

Education

QFA

Tools

Microsoft Office

CRM systems

Job description

NFP, an Aon company, is seeking a Private Client Administrator for a 12-month fixed-term contract in Dublin. You will support our Wealth team, coordinating life & pension new business and existing business, and work closely with consultants and admin staff.

The role requires at least 2 years of relevant life and pension experience, strong communication skills, and a QFA qualification. A hybrid working arrangement and a comprehensive benefits package are provided.