Private Client Administrator – 12-Month FTC, Hybrid Role

NFP Corp; Blackrock; Hybrid; EUR 32,000 - 42,000; Full time

Benefits offered by this job

Hybrid working

Life Assurance

Pension contributions

Job summary

NFP is hiring a Private Client Administrator on a 12-month fixed-term contract to support the Wealth team in Dublin. You will work closely with consultants and the admin team to coordinate daily processing of life and pension new business and existing business.

The role requires at least 2 years of life and pension experience, strong MS Office skills, excellent communication, and a proactive, independent approach. CRM experience and QFA are preferred/essential.

Qualifications

• Minimum 2 years relevant experience in a similar role (life and pension experience).
• Proficient in Microsoft Office applications.
• Excellent written and verbal communication skills.
• Strong attention to detail in processing sensitive financial information.
• Demonstrates initiative, proactivity and independence.
• CRM experience is preferred.
• QFA is essential.

Responsibilities

• Process pension, investment & protection business submitted by consultants, including inputting online, chasing pipeline, and issuing policy documents.
• Set up client/policy records on the client database.
• Draft and issue compliance documents to clients—recommendations, statements of suitability, market research reports, risk profiling, etc.
• Ensure files comply with NFP Ireland's processes and procedures.
• Establish and maintain strong relationships with clients.
• Handle ad hoc requests from customers (address changes, encashments, withdrawals).
• Manage daily post and client correspondence.
• Prepare and maintain client files.
• Manage the task reminder system.
• Answer telephone calls.

Skills

Life & pension experience

MS Office

Communication skills

Attention to detail

Initiative & independence

CRM experience

QFA

Education

QFA certification

Job description

NFP is hiring a Private Client Administrator on a 12-month fixed-term contract to support the Wealth team in Dublin. You will work closely with consultants and the admin team to coordinate daily processing of life and pension new business and existing business.

The role requires at least 2 years of life and pension experience, strong MS Office skills, excellent communication, and a proactive, independent approach. CRM experience and QFA are preferred/essential.