Private Client Administrator

We’re hiring for a Private Client Administrator to join our growing wealth team

To keep up with our growth in the UK and Ireland, we’re looking for a dedicated Private Clients 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.

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)

• 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 along side 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.

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

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 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.