At a Glance
- Tasks: Support a team of Protection Advisers with high-value insurance planning and case management.
- Company: Leading HNW financial services provider with a strong reputation.
- Benefits: Up to £55k salary, bonus, hybrid work, and comprehensive benefits.
- Other info: Fast-paced environment with opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial security.
- Qualifications: Experience in protection insurance administration and strong organisational skills.
The predicted salary is between 50000 - 60000 £ per year.
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.
- 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
- 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
Protection Administrator in London employer: Pure Resourcing
As a leading HNW financial services provider based in London, our company offers an exceptional work environment that prioritises employee growth and development. With a hybrid working model, competitive salary, and a strong emphasis on teamwork and communication, we empower our Protection Administrators to thrive in their roles while contributing to meaningful client outcomes. Join us to be part of a dynamic culture that values integrity, attention to detail, and professional excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about protection insurance. A friendly chat can lead to insider info on job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their success.
✨Tip Number 3
Practice your communication skills! Since this role requires excellent verbal and written communication, consider doing mock interviews with friends or using online resources to refine your pitch.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Protection Administrator in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Protection Administrator role. Highlight your experience in whole of market life insurance administration and any relevant skills that match the job description. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your organisational skills, attention to detail, and any experience with high-value protection insurance. Let us know what makes you tick!
Showcase Your Communication Skills:Since communication is key in this role, make sure your written application reflects your ability to convey information clearly and professionally. We love candidates who can articulate their thoughts well, so don’t hold back!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s super easy and ensures your application gets to the right place. Plus, we can’t wait to see what you bring to the table!
How to prepare for a job interview at Pure Resourcing
✨Know Your Stuff
Make sure you brush up on your knowledge of whole of market life insurance and inheritance tax. Familiarise yourself with the key products and services offered by the company, as well as any recent industry trends. This will show that you're not just interested in the role, but that you’re genuinely engaged with the field.
✨Showcase Your Organisation Skills
Since the role requires excellent organisational skills, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritised your workload and maintained accuracy in your documentation.
✨Communicate Clearly
Practice your verbal and written communication skills before the interview. You might be asked to explain complex concepts or provide updates on case progress, so being clear and professional is key. Consider preparing a few scenarios where you had to communicate effectively with clients or colleagues.
✨Demonstrate Discretion and Integrity
Given the sensitive nature of the information you'll be handling, be prepared to discuss how you maintain confidentiality and handle sensitive client data. Share specific examples that highlight your integrity and discretion in previous roles.
