Private Client Administrator - 12-Month Fixed Term Contract

Overview

NFP, part of the Aon Group, is seeking a Private Client Administrator for a 12-month fixed term contract located in Blackrock, Dún Laoghaire-Rathdown, Ireland. The successful candidate will support the growing Wealth team, focusing on life and pension new and existing business processing.

Key Responsibilities

• Coordinate daily processing of pension, investment, and protection business submitted by consultants, including online data entry, following up on pipeline, and issuing policy documentation.
• Set up and maintain client and policy records within the client database accurately.
• Collaborate with consultants to prepare and dispatch compliance documents such as recommendations, statements of suitability, market research reports, and risk profiling documentation.
• Ensure all files comply with NFP Ireland's internal procedures and standards.
• Develop and maintain strong relationships with clients through professional communication.
• Handle ad hoc client requests including address updates, policy encashments, and withdrawals.
• Manage daily incoming post and client correspondence efficiently.
• Prepare and organize client files while managing the task reminder systems effectively.
• Respond to telephone inquiries professionally and promptly.

Candidate Requirements

• At least two years of relevant experience in a similar role, specifically within life and pension administration.
• Competent with Microsoft Office suite applications.
• Exceptional verbal and written communication abilities.
• Strong attention to detail with dedication to initiative, proactiveness, and independent work ethic.
• Experience with CRM systems is desirable.
• Qualification as a Qualified Financial Adviser (QFA) is essential.

About NFP

NFP is a global company with over 600 employees in the UK and Ireland and over 8,000 worldwide. As part of the Aon Group, NFP specializes in insurance risk management, health and safety support, employee benefits consulting, and HR and talent development services.

Benefits and Culture

NFP offers a dynamic, fast-paced workplace with global impact and opportunities for professional growth. Employees benefit from a supportive People First culture focused on overall wellbeing and development. The salary structure includes regular reviews and initiatives for financial security, including matched pension contributions and life insurance.

Work-life balance is promoted through flexible policies, hybrid working options, and generous leave entitlements. Comprehensive private healthcare and wellness initiatives are provided, along with additional wellness days each year.

NFP encourages community involvement with numerous charity events, volunteer opportunities, and a celebrated apprenticeship program for local schoolchildren.

Social activities include bi-annual large employee events, regular team socials, and a supportive office environment fostering both personal and professional relationships.

Inclusion is a core value, with a dedicated Inclusion and Belonging committee, inclusive workplace policies, and business resource groups to support diverse challenges.

Equal Opportunity

NFP is committed to equal employment opportunities for all applicants and employees.