Protection Administrator

HNW Protection Administrator

London / Hybrid (3 days per week in the office)
Up to £55k Basic + Bonus + Benefits

Our client is a highly respected and leading HNW financial services provider, specialising in areas such as Commercial Finance, Mortgages, Life Insurance, General Insurance, Specialist Property Finance & Wealth Management.

We are seeking a highly organised and proactive Protection Administrator to support a team of highly skilled Protection Advisers who specialise in complex Life Insurance and IHT planning.

This role is primarily focused on providing high quality executive and administrative support around high value protection insurance planning, monitoring progress, maintaining accurate records, liaising with clients and providers, and helping keep cases on track through to completion. Candidates must have Whole of Market Life Insurance administration experience.

 

The ideal candidate will demonstrate excellent organisational skills, strong communication, discretion, and a keen attention to detail.

 

Key responsibilities:

 

• Assist in the preparation and review of protection plans and documentation
  Conduct research to support client recommendations regarding protection solutions
  Maintain accurate records of client information, policy details and correspondence
  Ensure compliance with regulatory and company standards
  Prepare reports and summaries for client meetings and departmental reviews
  Carry out general case management tasks through to policies being on risk
  Keep clients updated with clear, regular communication on case progression
• Additional administrative duties including diary management, client appointments, meeting bookings, note taking etc.

 

Key Skills & Attributes:

Organisation: Able to prioritise tasks and manage multiple responsibilities efficiently
Excellent communication: Clear, professional verbal and written skills for effective liaison with clients, colleagues and providers
Attention to detail: Precise in documentation, CRM client records and administrative tasks
Discretion and integrity: Maintains confidentiality with sensitive client and departmental information
Adaptability: Comfortable in a fast-paced environment, responding to changing priorities

Experience required:

 

• Protection insurance case management essential, ideally within a high-value Protection.
• Knowledge of inheritance tax, protection products or general financial services (preferred)
  Competent across the Microsoft Office suite and relevant industry software