Private Client Administrator

AON; Blackrock; Hybrid; EUR 40,000 - 52,000; Full time

Benefits offered by this job

Hybrid working

Generous annual leave

Private healthcare

Life Assurance

Job summary

NFP is hiring a Private Client Administrator in Dublin to support the Wealth team for a 12-month fixed-term contract. You will process life, pension and investment business, set up client records, and draft compliance documents with consultants. Strong attention to detail and initiative are essential.

Ideal candidates will have 2+ years in life/pension roles, CRM experience preferred, and a solid grasp of Microsoft Office. This role offers hybrid working and a comprehensive benefits package.

Qualifications

• > 2 years experience in life and pension roles
• Excellent communication skills (written & verbal)
• Strong attention to detail
• Proactive and independent
• CRM experience preferred
• QFA is essential

Responsibilities

• Process pension, investment and protection business from consultants, including inputting online, chasing pipeline, and issuing policy documents
• Set up client/policy records on the client database
• Coordinate with consultants to draft and issue compliance documents (recommendations, suitability statements, market research, risk profiling)
• Ensure files comply with NFP Ireland processes and procedures
• Build and maintain strong client relationships
• Handle ad hoc requests (address changes, encashments, withdrawals)
• Manage daily post and client correspondence
• Prepare and maintain client files
• Manage the task reminder system
• Field telephone calls

Skills

Experience

MS Office

Communication

Attention to detail

Initiative

CRM experience

Education

QFA

Tools

CRM software

Job description

We’re hiring for a Private Client Administrator for a 12-month FTC to support our growing Wealth team!

To keep up with our growth in the UK and Ireland, we’re looking for a dedicated Private Client Administrator to work closely with our consultants and admin team to coordinate the daily processing of life & pension new business & existing business. The Administrator will be part of our growing team in Dublin. This is a 12-month fixed-term contract.

We’re looking for someone with:

• Minimum 2 years relevant experience in a similar role (life and pension experience)
• Knowledge of Microsoft packages
• Excellent communication skills (written & verbal)
• Strong attention to detail
• A dedication to demonstrating initiative, proactiveness and independence
• CRM experience is preferred
• QFA is essential

Using these skills, you’ll be:

• Processing pension, investment & protection business that is submitted by our consultants such as inputting online, chasing pipeline, and issuing policy documents
• Setting up client/policy records on our client database
• Working with the consultants to draw up and issue compliance documents to clients - recommendations, statement of suitability, market research reports, risk profiling etc.
• Ensuring files are compliant in line with NFP Ireland’s processes and procedures
• Establishing & building strong relationships with our clients.
• Processing ad hoc requests from customers, e.g. address changes, encashments, withdrawals
• Managing daily post and client correspondence
• Preparing and maintaining client files
• Managing the task reminder system
• Fielding telephone calls

Who is NFP?

With over 600 people in the UK and Ireland and over 8,000 employees worldwide, NFP is part of the Aon group and specialise in helping businesses in four core areas:

• Insurance (helping them manage key risks)
• Health and safety (supporting them to create a safer workplace for their employees)
• Employee benefits (helping them reward their people more effectively)
• HR, people and talent (supporting employers and their people to thrive through changes and challenges)

What you’ll love about working here

• working in a dynamic, fast-paced organisation in an exciting industry
• the opportunity to do globally impactful work from day one
• learning from industry and business line specialists with decades of experience
• a huge variety of projects to work on and challenges to solve
• our People First culture, which illustrates our commitment to your wellbeing and development, not just as an employee but as a human being
• a rich suite of employee benefits and out-of-work perk

The great benefits we offer:

Finances

It’s important to know you’re paid fairly for the hard work you put in, which is why we complete regular reviews to keep your salary in line as you progress. Plus, we offer initiatives to support and give you financial peace of mind.

• Matched employer pension contributions
• Life Assurance and Group Income Protection
• Lifestyle discounts for well-known brands

Work-life balance

We appreciate the importance of your life outside of work and the benefits of an effective work-life balance. That’s why our policies and culture respect your ability to be flexible, helping you be your best self both in and out of the office.

• Opportunity for hybrid working
• Generous annual leave allowance

Health and wellbeing

We firmly believe in supporting the whole person, not just the employee. At NFP, you have access to a number of initiatives and resources designed to support your physical and mental health and wellbeing.

• Comprehensive Private healthcare
• Healthcare cash plan
• Additional days off throughout the year to focus on your wellbeing

Charity and community work

At NFP, your sense of purpose will stretch far beyond your job role. With numerous opportunities to support charities and local initiatives close to our heart, you’ll be able to join us in making a real difference.

• Numerous charity fundraising challenges and events throughout the year
• Opportunities to volunteer and give back to the community
• Award-winning apprenticeship program, helping local schoolchildren take their first steps into the world of work

Social

It’s not all hard work; we also love to let our hair down. By providing plenty of opportunities to socialise with your colleagues throughout the year, we help ensure our people get on personally as well as professionally.

• Two large employee events every year for summer and Christmas
• Enjoy out-of-work events and socials to get to know your team better
• Good office locations with plenty of opportunity to socialise outside of work

Inclusion and belonging

We’re proud holders of Insurance Business Magazine’s 5-Star Inclusion and Belonging Employer award. Through our dedicated Inclusion and Belonging committee, we hold educational events that foster a culture of curiosity, not judgement.

• A dedicated Inclusion and Belonging Committee, supported by our Global Advisory Board
• Inclusive policies and procedures to ensure all of our people are treated fairly
• Access to Business Resource Groups that can support with multiple of key challenges

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.