Protection Administrator

Protection Administrator
£25,000 - £26,000 + Bonus | Hybrid or Remote (DOE)
 
Are you an experienced Mortgage or Protection Administrator looking for greater flexibility in your role?
 
Our client, a well-respected financial services firm based in Surrey, are looking to expand their protection administration team & are looking for an experienced Protection Administrator to support their growing team.
 
Whether you're looking for a hybrid setup or fully remote working, this role offers the flexibility you need without compromising on professional growth.
You’ll be working closely with the Protection Advisers, providing end-to-end administrative support — from writing suitability letters and completing client documentation to liaising with insurers and third-party providers.
 
Key Responsibilities: 

• Deliver high-level administrative and technical support to Protection Advisers
• Respond to client and third-party queries professionally and efficiently
• Ensure all client documentation is accurate and complete
• Support clients and advisers throughout the application process
• Draft clear, well-written suitability letters
• Schedule and manage client appointments
• Maintain accurate CRM records and ensure full compliance at all times
• Follow up on applications by coordinating with insurers, medical providers, and other parties, keeping clients updated throughout
• Handle trust forms: sending, checking for accuracy, liaising with clients to make corrections, and ensuring completion with insurers

What We’re Looking For:

• Proven experience in a similar administrative role within financial services either mortgages or protection or both. 
• Previous experience of working within an FCA regulated environment. 
• Confident with CRM systems and Microsoft Office Suite
• Excellent written and verbal communication skills
• Strong attention to detail and organisation
• A proactive, positive attitude

 
Apply for further details.