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.
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
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Protection Administrator employer: Pure Resourcing Limited
Pure Resourcing Limited is an exceptional employer that prioritises employee growth and development, offering a dynamic work culture where innovation and collaboration thrive. With competitive salaries and uncapped commission potential, employees are rewarded for their hard work while enjoying a supportive environment that encourages personal and professional advancement in the heart of the industry.
