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.