Protection Administrator in Macclesfield

As a key member of the Protection Team, the Protection Administrator plays a central role in supporting our clients' Protection Advisers and ensuring clients receive a seamless, efficient and high-quality experience from initial enquiry through to policy activation. This is primarily a Protection-focused role, with additional responsibility to support Mortgage Case Management activities where capacity allows. You will help maintain a joined-up operational workflow across the business, ensuring both protection and mortgage cases progress smoothly.

You will be responsible for managing protection cases end-to-end from an administrative perspective, while also assisting the wider Case Management Team to ensure excellent service delivery across all client journeys.

• Accurately input client information, fact-find details and documentation into internal systems (e.g. MIDAS).
• Maintain digital client files in line with GDPR, FCA rules and internal compliance standards.
• Handle pre-sale enquiries, including liaising with provider underwriters for indicative terms.
• Send follow-ups to clients and providers to maintain engagement and momentum.
• Book annual reviews and Out of Clawback (OOCB) protection reviews.
• Review protection review responses and schedule adviser appointments accordingly.

• Submit protection applications and ensure providers receive complete and accurate documentation.
• Chase outstanding requirements such as medical evidence, GP reports and underwriting queries.
• Monitor cases through underwriting to “on risk” stage, proactively managing delays.

• Provide regular, proactive updates to clients throughout the protection journey.
• Clearly explain next steps, timelines and requirements with professionalism and empathy.

• Support Mortgage & Protection Case Managers with administrative tasks during peak periods.
• Assist with client onboarding, document collection and data input for mortgage cases.
• Help liaise with lenders, solicitors and other stakeholders to keep cases progressing.
• Chase outstanding information and ensure documentation is complete and up to date.
• Monitor case progress and escape issues where necessary to avoid delays.

• Strong client-first mindset with a commitment to delivering excellent service.
• Collaborative team player who supports both advisers and case managers.
• Highly organised with strong attention to detail.
• Proactive, resilient and solutions-focused approach.
• Comfortable managing multiple workflows and priorities.
• Numerate and IT-confident.

• Proficient in Microsoft 365 (Outlook, Excel, Word, Teams).
• Ability to learn internal systems (e.g. MIDAS, provider portals, case management systems).
• Understanding of protection and/or mortgage processes (preferred but not essential).
• Experience in administration, financial services or customer support roles desirable.

You will be the engine behind the protection process, ensuring cases are handled efficiently, accurately and with care. Your primary focus will be supporting Protection Advisers and delivering a smooth protection journey for clients. Alongside this, you will play a valuable supporting role to the wider Case Management Team, stepping in to assist with mortgage case progression when needed. Your ability to stay organised, communicate clearly and maintain momentum across multiple cases will be key to your success.