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