This is a great opportunity for someone with protection experience looking for a role that combines both administration and advice. You'll be supporting a busy team of Mortgage Advisers, handling warm protection leads generated internally and helping clients with their Life Insurance, Critical Illness, Income Protection and Business Protection needs.
With all leads provided, this role offers the chance to build strong earnings while working within a supportive and established financial services business.
The Role
You'll be responsible for picking up warm referrals from six Mortgage Advisers and managing clients through the protection journey from start to finish. This will include providing advice where appropriate, processing applications and ensuring cases progress smoothly through to completion.
Responsibilities
Handling warm protection leads generated internally by the Mortgage Adviser team Advising clients on Life Insurance, Critical Illness, Income Protection and Business Protection Managing protection applications from submission through to completion Liaising with providers, underwriters and clients to keep cases progressing Maintaining accurate and compliant records throughout the customer journey Providing a high level of customer service and support throughout the process Requirements
Previous experience arranging protection policies is essential Experience working in a high-volume environment, such as a protection or insurance call centre, would be advantageous Strong telephone manner and confidence speaking with clients from all backgrounds Good knowledge of Life, Critical Illness, Income Protection and Business Protection products Organised with the ability to manage multiple cases at different stages The Company
You'll be joining an established financial services business where the mortgage and protection teams work closely together. The business has a strong referral network, providing a steady stream of warm opportunities and excellent earning potential.
Benefits
Basic salary of £25,000 - £30,000 depending on experience 5% completion fee on administered cases Up to 15% commission on advised cases All leads provided internally Initially office-based for a minimum of three days per week during onboarding and training Flexibility for hybrid working once established within the role Location
Candidates should be within a reasonable distance of
Borehamwood.
Next Steps
If you'd like to find out more about this opportunity, please apply and we'll be in touch to discuss the role in more detail. All applications are handled in the strictest confidence and your details will never be shared with our client without your permission.
Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
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Protection Advisor/Administrator in Watford employer: Premier Jobs UK Limited
Join a forward-thinking national financial planning firm that champions a fully remote work culture, allowing you to balance your professional and personal life seamlessly. With a focus on employee growth, you'll have access to ongoing training and development opportunities while collaborating with high-performing Financial Planners on complex client cases. Experience a supportive environment that values innovation and excellence, making it an ideal place for those seeking meaningful and rewarding employment.
