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Private Client Administrator

NFP Corp -
Blackrock, County Dublin

Apply Now

Job details

Full-time

Benefits

Annual leave

Qualifications

Communication skills

Full job description

Posting 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.

We’re looking for someone with:

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

Using these skills, you’ll be:

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

Who is 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
It’s important to know you’re paid fairly for the hard work you put in, which is why we complete regular reviews to keep your salary in line as you progress. Plus, we offer initiatives to support and give you financial peace of mind.

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

Work-life balance
We appreciate the importance of your life outside of work and the benefits of an effective work-life balance. That’s why our policies and culture respect your ability to be flexible, helping you be your best self both in and out of the office.

Opportunity for hybrid working
Generous annual leave allowance

Health and wellbeing
We firmly believe in supporting the whole person, not just the employee. At NFP, you have access to a number of initiatives and resources designed to support your physical and mental health and wellbeing.

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

Charity and community work
At NFP, your sense of purpose will stretch far beyond your job role. With numerous opportunities to support charities and local initiatives close to our heart, you’ll be able to join us in making a real difference.

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
It’s not all hard work; we also love to let our hair down. By providing plenty of opportunities to socialise with your colleagues throughout the year, we help ensure our people get on personally as well as professionally.

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
We’re proud holders of Insurance Business Magazine’s 5-Star Inclusion and Belonging Employer award. Through our dedicated Inclusion and Belonging committee, we hold educational events that foster a culture of curiosity, not judgement.

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 and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

#LI-JS3

Apply Now

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