Private Client Administrator

NFP Corp; Dublin; Hybrid; EUR 35,000 - 45,000; Full time

Job summary

A leading financial services firm in Dublin is seeking a Private Client Administrator to join their supportive team. This role encompasses processing pensions, maintaining client records, and ensuring compliance with industry standards. The ideal candidate will have relevant experience in financial services, excellent communication skills, and a proactive approach. Flexible working and a robust benefits package are offered.

Benefits

Matched employer pension contributions

Comprehensive Private healthcare

Generous annual leave allowance

Lifestyle discounts for well-known brands

Qualifications

• At least 2 years relevant experience in a similar role (life and pension experience).
• Ability to process pensions, investments, and protection applications.
• Excellent organizational skills to manage incoming and outgoing correspondence.

Responsibilities

• Ensure compliance with industry standards.
• Prepare and issue compliance documentation.
• Contribute ideas for improving processes and client service.

Skills

QFA

Excellent communication skills

Proactiveness

Team player

Education

Relevant experience in financial services

Job description

Overview

To keep up with our growth in the UK and Ireland, we’re looking for a dedicated Private Client Administrator to be part of our growing and supportive team, helping us deliver exceptional service while ensuring compliance with industry standards. This is a fantastic opportunity to develop your expertise in financial services and contribute to a client-focused, collaborative environment.

We’re looking for someone with:

• QFA
• At least 2 years relevant experience in a similar role (life and pension experience)
• Excellent communication skills (written & verbal)
• Dedicated team player, who demonstrates initiative, proactiveness and independence

Using these skills, you’ll be

• Processing pensions, investments, and protection applications, including tracking progress and issuing policy documents
• Setting up client/policy records on client database
• Handling ad hoc client requests such as address changes, encashments, and withdrawals
• Managing incoming and outgoing correspondence, including post and phone calls
• Ensuring all client files and records meet compliance standards in line with NFP Ireland processes
• Preparing and issuing compliance documentation including recommendations, statements of suitability, market research reports, and risk profiling alongside the team of consultants
• Working closely with consultants and colleagues to deliver an excellent client experience
• Contributing ideas for improving processes and client service delivery

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 perks

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.