Private Client Administrator, 12 Month FTC

Reposted Yesterday
Be an Early Applicant
Dublin, IRL
Hybrid
Junior
Insurance
The Role
The Private Client Administrator processes life and pension business, manages client records, issues compliance documents, and ensures file compliance while building client relationships and assisting with various requests.
Summary Generated by Built In
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.

Skills Required

  • Minimum 2 years relevant experience in a similar role
  • Knowledge of Microsoft packages
  • Excellent communication skills
  • Strong attention to detail
  • A dedication to demonstrating initiative, proactiveness and independence
  • CRM experience
  • QFA
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, New York
4,449 Employees

What We Do

NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges. With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory. Risk Capital We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem. Commercial Coverage Expertise Industry Specialty Teams Personal Risk Support Services Human Capital Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs. Employee Benefits Executive Benefits Life Insurance Retirement Advisory Talent Solutions Wealth Management

Similar Jobs

MongoDB Logo MongoDB

Sales Operations Analyst

Big Data • Cloud • Software • Database
Easy Apply
Hybrid
Dublin, IRL
5550 Employees

ServiceNow Logo ServiceNow

Go-To-Market Programs & Excellence Intern - 12 months (Placement Year)

Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Remote or Hybrid
Dublin, IRL
29000 Employees

Toast Logo Toast

Software Engineer

Cloud • Fintech • Food • Information Technology • Software • Hospitality
Hybrid
Dublin, IRL
5000 Employees

Mastercard Logo Mastercard

Artificial Intelligence Engineer

Blockchain • Fintech • Payments • Consulting • Cryptocurrency • Cybersecurity • Quantum Computing
Hybrid
Dublin, IRL
38800 Employees

Similar Companies Hiring

Globe Life Thumbnail
Insurance • Financial Services
McKinney, TX
3000 Employees
MassMutual India Thumbnail
Big Data • Fintech • Information Technology • Insurance • Financial Services
Hyderabad, Telangana
Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account