Private Client Administrator (12 Month FTC)
Posted 3 hours 11 minutes ago by NFP Ireland group
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.
NFP, part of the Aon group, 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)
- Minimum 2 years relevant experience in a similar role (life and pension experience)
- Knowledge of Microsoft packages
- Strong attention to detail
- A dedication to demonstrating initiative, proactiveness and independence
- CRM experience is preferred
- 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
- 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 perks
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 young adults from local schools 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 to ensure all of our people are treated fairly
- Access to Business Resource Groups
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
- Buy even more annual leave so you don't miss out on that extra trip
Health and wellbeing
- Additional days off throughout the year to focus on your wellbeing
We're committed to creating an inclusive and accessible recruitment process. If you require any reasonable adjustments at any stage of the application or interview process, please let our Talent Team know - we'll do our best to support you.