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- Tasks: Join our wealth team as a Private Client Administrator, delivering exceptional client service.
- Company: Be part of NFP, a global leader in financial services with a supportive culture.
- Benefits: Enjoy competitive pay, hybrid working, and a rich suite of employee perks.
- Why this job: Make a real impact while developing your expertise in a dynamic environment.
- Qualifications: 2 years of relevant experience in life and pensions; be a proactive team player.
- Other info: Participate in charity work and enjoy social events throughout the year.
The predicted salary is between 28800 - 48000 £ per year.
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)
Apply now or contact us for more information
- 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.
The great benefits we offer
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.
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Private Client Administrator employer: NFP Ireland group
Contact Detail:
NFP Ireland group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and join relevant groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and practising common questions. Show them you’re not just another candidate; demonstrate your passion for the role and how you can contribute to their team.
✨Tip Number 3
Follow up after interviews with a thank-you email. It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your interest in the position!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll be part of a supportive team that values your growth and development.
We think you need these skills to ace Private Client Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Administrator role. Highlight your relevant experience in life and pensions, and don’t forget to showcase your team player attitude and initiative!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about joining our wealth team and how you can contribute to delivering exceptional client service.
Showcase Your Compliance Knowledge: Since compliance is key in this role, be sure to mention any experience you have with compliance standards and processes. We want to see that you understand the importance of keeping client files in check!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity to join our growing team.
How to prepare for a job interview at NFP Ireland group
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of pensions, investments, and protection applications. Familiarise yourself with industry standards and compliance requirements, as this will show that you're serious about the role and understand what it entails.
✨Show Your Team Spirit
As a Private Client Administrator, being a dedicated team player is crucial. Prepare examples of how you've collaborated with colleagues in the past to deliver excellent client service. This will demonstrate your ability to work well within a supportive team environment.
✨Be Proactive
During the interview, highlight instances where you've taken the initiative to improve processes or client service delivery. Companies love candidates who can think on their feet and contribute ideas for enhancing efficiency and client satisfaction.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, team dynamics, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
