NFP, an Aon company

Private Client Administrator

NFP, an Aon company  •  Dublin, IE (Hybrid)  •  4 months ago
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Job 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.

NFP, an Aon company

About NFP, an Aon company

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

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
New York, New York
Year Founded
Unknown
Website
nfp.com
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