Private Client Administrator

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:
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
Using these skills, you'll be
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
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 perks
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.
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