Private Clients Administrator

We are recruiting for a Private Client Administrator to work closely with our consultants and admin team to coordinate the daily processing of life & pension new business & existing business.

Overview of duties

• Process 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 database
• Work 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, withdrawals
• Managing daily post and client correspondence
• Prepare and maintain client files
• Manage task reminder system
• Fielding telephone calls

Person specification

Knowledge, 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 Experience

• QFA
• Relevant experience in a similar role (life and pension experience)
• Excellent PC skills – Microsoft Packages
• Excellent communication skills (written & verbal)
• Good attention to detail
• Dedicated team player, who demonstrates initiative, proactiveness and independence

Key information:

Location: Galway

If this sounds like something you are interested in please apply, or contact Lucy Reed for further information.

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