We're hiring for a Private Client AdministratorWe're NFP, an Aon Company, and we provide services and solutions to support businesses and people.
We have capabilities that extend around the globe, including here in the UK, Ireland, EMEA, APAC and North America.
It's a time of rapid growth for the European arm of the business, so we are looking for someone to work closely with our consultants and admin team to coordinate the daily processing of life & pension new business & existing business.
Overview of dutiesProcess pension, investment & protection business that is submitted by our consultants such as inputting online, chasing pipeline, and issuing policy documents.Set up client/policy records on client databaseWork with the consultants to draw up and issue compliance documents to clients - recommendations, statement of suitability, market research reports, risk profiling etc.Ensure files are compliant in line with NFP Ireland's processes and procedures.Establish & build strong relationships with our clients.Processing ad hoc requests from customers, e.g.
address changes, encashments, withdrawalsManaging daily post and client correspondencePrepare and maintain client filesFielding telephone callsPerson specificationKnowledge, skills and abilities:Display a positive attitude and behaviour's, demonstrating an awareness and willingness to respond to customers to exceed their needs, requirements and expectations.
A passion for delivering customer service excellence, going over and above.Excellent listening skills, always checks administrative work.Excellent organiser – including time management and prioritisation.Prioritises customer needs above all else.
Manages own time effectively and able to manage the expectations of other stakeholders regarding delivery timescales.Capable of developing innovative solutions for clients using knowledge and research skills as well as liaising across teams to deliver solutions.
Brings new ideas to the table.Education / and or experienceQFARelevant experience in a similar role (life and pension experience)Dedicated team player, who demonstrates initiative, proactiveness and independenceKey information:Location: Galway
Apply Now or Contact Us for More Information!
Attractions - NFPWe pride ourselves on our fast-paced, collaborative, vibrant working environment and hybrid model for part-remote workingOur PeopleFirst culture means our people work in a flexible and autonomous way and have the freedom and expertise to deliver outstanding service to clients in the way that they know-how.We build partnerships with organisations that can complement our client offering and we invest in new technology to deliver innovative solutions in our given markets.We focus on making sure that people can bring their best selves to work every day; and that they are placing as much importance on family and community as they do their valuable work.Our diversity and inclusion initiatives and charity work form a large part of this.
NFP has an Executive Board member who is dedicated to diversity and inclusion, and has a D&I Board made up of individuals from across our entire business.Fill out the form below to apply for this role.
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