Private Client Administrator

We are recruiting for a Life and PensionAdministratorPrivateClientto work closely with ourclientsconsultants and admin team to coordinate the daily processing of life & pension new business & existing business. TheAdministratorwill be part of their growing team in Dublin. * Set upclient/policy records onclientdatabase * Work with the consultants to draw up and issue compliance documents toclients- recommendations, statement of suitability, market research reports, risk profiling etc. * Establish & build strong relationships with ourclients.* Processing ad hoc requests from customers, e.g. address changes, encashments, withdrawals * Managing daily post andclientcorrespondence * Prepare and maintainclientfiles - Overview of duties * Process pension, investment & protection business that is submitted by our consultants such as inputting online, chasing pipeline, and issuing policy documents.We are recruiting for a Life and PensionAdministratorPrivateClientto work closely with ourclientsconsultants and admin team to coordinate the daily processing of life & pension new business & existing business. TheAdministratorwill be part of their growing team in Dublin. * Set upclient/policy records onclientdatabase * Work with the consultants to draw up and issue compliance documents toclients- recommendations, statement of suitability, market research reports, risk profiling etc. * Establish & build strong relationships with ourclients.* Processing ad hoc requests from customers, e.g. address changes, encashments, withdrawals * Managing daily post andclientcorrespondence * Prepare and maintainclientfiles - Overview of duties * Process pension, investment & protection business that is submitted by our consultants such as inputting online, chasing pipeline, and issuing policy documents.more20 hours agoNEW