Wealth Client Administration Specialist

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

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.