Overview
To keep up with our growth in the UK and Ireland, we’re looking for a dedicated Private Client Administrator to be part of our growing and supportive team, helping us deliver exceptional service while ensuring compliance with industry standards. This is a fantastic opportunity to develop your expertise in financial services and contribute to a client-focused, collaborative environment.
We're looking for someone with:
* At least 2 years relevant experience in a similar role (life and pension experience)
* Dedicated team player, who demonstrates initiative, proactiveness and independence
* Processing pensions, investments, and protection applications, including tracking progress and issuing policy documents
* Setting up client/policy records on client database
* Handling ad hoc client requests such as address changes, encashments, and withdrawals
* Managing incoming and outgoing correspondence, including post and phone calls
* Ensuring all client files and records meet compliance standards in line with NFP Ireland processes
* Preparing and issuing compliance documentation including recommendations, statements of suitability, market research reports, and risk profiling alongside the team of consultants
* Working closely with consultants and colleagues to deliver an excellent client experience
* Contributing ideas for improving processes and client service delivery
Key information
Location: Blackrock, Dublin
Hours: 35 hours, hybrid working
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 perks
Seniority level
* Associate
Employment type
* Full-time
Job function
* Administrative
Industries
* Insurance
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