Private Client Administrator at NFP Corp

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

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.

Required experience and skills

• 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

What you’ll do

• 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

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

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
• Award-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
• 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

• 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 is an inclusive Equal Employment Opportunity employer.