Overview
Protection Administrator Jobs in Surrey Quays, England, UK at Integro Partners
Location: Surrey Quays
Protection Administrator
Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.
£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
Title: Protection Administrator
Company: Integro Partners
Location: Surrey Quays, England, UK
Category: Administrative/Clerical (Office Administrator/ Coordinator, Data Entry, Business Administration)
