Protection Administrator

Role: Protection Administrator

Location: Northampton (Hybrid)

Salary: £27,000 - £30,000

Hours: Part Time (25-30 Hours per Week)

About the Company

A well-established financial services firm is seeking a detail-oriented Protection Administrator to join its growing team. The business specialises in providing expert mortgage and protection advice, helping clients safeguard their financial future through tailored solutions and outstanding service.

About the Role

This is a varied and rewarding role where you will work closely with clients, advisers, colleagues, and third-party providers to ensure the smooth administration of protection policies. You will play a key role in delivering excellent client service, maintaining accurate records, and supporting advisers throughout the application and policy lifecycle.

Key Responsibilities

• Act as the first point of contact for telephone and email enquiries from clients, advisers, and third parties.
• Process and maintain protection policy documentation accurately and efficiently.
• Support clients through the trust process, including completion of trust data capture forms.
• Gather information and supporting documentation for protection fact-finds, liaising with the mortgage team to obtain current mortgage details where required.
• Maintain accurate and up-to-date records across internal systems and insurer platforms.
• Provide timely updates to clients and the Senior Protection Adviser on applications, underwriting progress, and enquiries.
• Assist with more complex protection cases and provide claims support when required.
• Ensure all client records and regulated documentation are maintained accurately and compliantly.
• Support reporting and administrative tasks to help the wider team achieve business objectives.

Skills & Experience

• Previous experience within insurance, protection, financial services, or a similar administrative role.
• Strong organisational skills with excellent attention to detail.
• Professional written and verbal communication skills, with a confident and friendly telephone manner.
• Excellent customer service skills and a commitment to delivering a positive client experience.
• Ability to manage multiple tasks and work effectively to deadlines.
• A proactive and collaborative approach to work.
• Competent user of Microsoft Office and client management systems.
• Ability to work both independently and as part of a team.

What's on Offer

• Hybrid working arrangement (once through probation)
• 26 days' annual leave plus bank holidays.
• Health Cash Plan.
• Company pension scheme.
• Ongoing training and professional development opportunities.
• Clear opportunities for career progression.
• Supportive and collaborative working environment.