Protection Administrator

INTEGRO PARTNERS LTD

Posted a day ago, valid for 15 days

Reigate, Surrey RH2 9JZ, England

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The job is for a Protection Administrator with a salary range of £25,000 - £26,000 plus bonus.
Candidates should have proven experience in a similar administrative role within financial services, specifically in mortgages or protection.
The role offers flexibility with options for hybrid or fully remote work arrangements.
Key responsibilities include providing administrative support to Protection Advisers, managing client documentation, and maintaining CRM records.
Applicants should possess excellent communication skills, attention to detail, and experience in an FCA regulated environment.

Protection Administrator£25,000 - £26,000 + Bonus | Hybrid or Remote (DOE) Are you an experienced Mortgage or Protection Administrator looking for greater flexibility in your role? Our client, a well-respected financial services firm based in Surrey, are looking to expand their protection administration team & are looking for an experienced Protection Administrator to support their growing team. Whether you're looking for a hybrid setup or fully remote working, this role offers the flexibility you need without compromising on professional growth.You’ll be working closely with the Protection Advisers, providing end-to-end administrative support — from writing suitability letters and completing client documentation to liaising with insurers and third-party providers. Key Responsibilities:

Deliver high-level administrative and technical support to Protection Advisers
Respond to client and third-party queries professionally and efficiently
Ensure all client documentation is accurate and complete
Support clients and advisers throughout the application process
Draft clear, well-written suitability letters
Schedule and manage client appointments
Maintain accurate CRM records and ensure full compliance at all times
Follow up on applications by coordinating with insurers, medical providers, and other parties, keeping clients updated throughout
Handle trust forms: sending, checking for accuracy, liaising with clients to make corrections, and ensuring completion with insurers

What We’re Looking For:

Proven experience in a similar administrative role within financial services either mortgages or protection or both.
Previous experience of working within an FCA regulated environment.
Confident with CRM systems and Microsoft Office Suite
Excellent written and verbal communication skills
Strong attention to detail and organisation
A proactive, positive attitude

Apply for further details.

Apply now in a few quick clicks

Protection Administrator

Bridging Finance Loan Administrator

IFA Administrator

Customer Account Advisors