Join to apply for the Private Client Administrator role at NFP, an Aon company (Ireland)
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.
Overview
We’re looking for a Private Client Administrator with experience in life and pensions to join a team delivering a high standard of service and ensuring regulatory compliance in line with NFP Ireland processes.
Responsibilities
* Processing pensions, investments, and protection applications, including tracking progress and issuing policy documents
* Setting up client/policy records on a 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
Qualifications
* QFA
* At least 2 years relevant experience in a similar role (life and pension experience)
* Excellent communication skills (written & verbal)
* Dedicated team player, who demonstrates initiative, proactiveness and independence
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 specializes in four core areas: Insurance, Health and safety, Employee benefits, and HR, people and talent.
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
* People First culture and commitment to wellbeing and development
* A rich suite of employee benefits and out-of-work perks
Benefits
* Finances: Matched employer pension contributions; Life Assurance and Group Income Protection; Lifestyle discounts
* Work-life balance: Hybrid working opportunities; Generous annual leave
* Health and wellbeing: Comprehensive private healthcare; Healthcare cash plan; Additional wellbeing days
* Charity and community work: Charity fundraising, volunteering opportunities, apprenticeship program
* Social: Regular employee events and team socials
* Inclusion and belonging: Inclusive policies and dedicated committees and groups
NFP and You… Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
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