HNW Protection Administrator | Case Management & Compliance

Pure Resourcing; Greater London; Híbrido; GBP 50 000 - 61 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Bonus

Benefits

Resumo da oferta

Pure Resourcing is seeking a meticulous HNW Protection Administrator in London. The role combines executive and administrative support around high-value protection insurance planning, with hybrid working 3 days in the office.

You will manage client records, liaise with providers, monitor cases to completion, and ensure regulatory compliance. The ideal candidate has protection insurance case management experience, strong organisation, and discreet communication.

Qualificações

• 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

Responsabilidades

• 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.

Conhecimentos

Organization

Communication

Attention to detail

Discretion

Adaptability

Descrição da oferta de emprego

Pure Resourcing is seeking a meticulous HNW Protection Administrator in London. The role combines executive and administrative support around high-value protection insurance planning, with hybrid working 3 days in the office.

You will manage client records, liaise with providers, monitor cases to completion, and ensure regulatory compliance. The ideal candidate has protection insurance case management experience, strong organisation, and discreet communication.