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 - 55000 £ 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 employer: Trades Workforce Solutions
As a leading HNW financial services provider based in London, our company offers an exceptional work environment that fosters professional growth and development. With a strong emphasis on teamwork and collaboration, employees benefit from a supportive culture that values their contributions and encourages innovation. The hybrid working model allows for flexibility while maintaining a vibrant office atmosphere, making it an ideal place for those seeking a rewarding career in protection insurance administration.
Contact Details:
Trades Workforce Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Protection Administrator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Trades Workforce Solutions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Protection Administrator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Trades Workforce Solutions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Trades Workforce Solutions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Trades Workforce Solutions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Trades Workforce Solutions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Trades Workforce Solutions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Trades Workforce Solutions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
