Private Client Administrator

NFP; Dublin; Hybrid; EUR 80,000 - 100,000; Full time

Job summary

A financial services company in Dublin is seeking a Private Client Administrator to join their team. You will be responsible for processing various applications and managing client interactions while ensuring compliance with industry standards. Candidates should have relevant experience and excellent communication skills. The role offers opportunities for hybrid working and comprehensive benefits.

Benefits

Matched employer pension contributions

Generous annual leave allowance

Comprehensive Private healthcare

Lifestyle discounts for well-known brands

Qualifications

• 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.

Responsibilities

• Processing pensions, investments, and protection applications.
• Setting up client/policy records on client database.
• Managing incoming and outgoing correspondence.

Skills

QFA

Excellent communication skills

Team player demonstrating initiative

Job description

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, whodemonstratesinitiative, 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 ofsuitability, market research reports, and risk profiling along side 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

About 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

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

Work-life balance

• Opportunity for hybrid working
• Generous annual leave allowance

Health and wellbeing

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

Charity and community work

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

Social

• Two large employee events every year for summer and Christmas
• 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

• 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 key challenges

NFP is an inclusive Equal Employment Opportunity employer.