Wealth Private Client Administrator (12-Month FTC)

Aon; Blackrock; On-site; EUR 32,000 - 42,000; Full time

Job summary

NFP, part of the Aon group, is hiring a Private Client Administrator for a 12-month FTC to support our Wealth team in Dublin. You will work closely with consultants and admin colleagues to process life, pension and investment business for UK and Ireland clients.

We are looking for someone with at least 2 years in a similar life and pension role, strong IT skills, excellent communication and a proven eye for detail.

Qualifications

• 2+ years experience in life and pension administration.
• Proficient with Microsoft Office.
• Excellent written and verbal communication.
• Strong attention to detail and ability to work independently.
• CRM experience and initiative are valued.
• QFA qualification is essential.

Responsibilities

• Processing pension, investment & protection business submitted by consultants, including inputting online, chasing pipeline, and issuing policy documents.
• Setting up client/policy records on the client database.
• Drafting and issuing compliance documents to clients—recommendations, suitability statements, market research reports, risk profiling, etc.
• Ensuring files comply with NFP Ireland processes and procedures.
• Establishing and building strong relationships with clients.
• Handling ad hoc requests from customers (address changes, encashments, withdrawals).
• Managing daily post and client correspondence.
• Preparing and maintaining client files
• Managing the task reminder system
• Fielding telephone calls

Skills

2+ years exp

MS Office

Excellent communication

Attention to detail

Proactivity

CRM experience

Education

QFA

Job description

NFP, part of the Aon group, is hiring a Private Client Administrator for a 12-month FTC to support our Wealth team in Dublin. You will work closely with consultants and admin colleagues to process life, pension and investment business for UK and Ireland clients.

We are looking for someone with at least 2 years in a similar life and pension role, strong IT skills, excellent communication and a proven eye for detail.