Protection and Wills Administrator

3 months ago


Hersham, United Kingdom Purely Financial Planning Full time

We are seeking a highly experienced **Protection & Wills Administrator **to join a well-established partner Mortgage Advisory and Will Writing firm.

We are based in Hersham, near Walton on Thames. The firm are a small but highly successful and highly regarded Mortgage Brokerage. The extremely professional operation are keen to grow their existing team with the addition of a Protection and Wills Administrator with solid experience in the Protection environment. Wills experience would be advantageous

**The role is Monday to Thursday - with no Friday working or weekends - Hours are 9 - 5 although this is flexible, some staff choose themselves to work 9 - 4 and take lunch on the go.**

**This role gets better - In order to attract and retain the very best the firm believe in rewarding their staff above that of the industry standards.**

**The role is office based**

**Responsibilities**:

- Regular liaison with providers to obtain updates on applicant status
- Research and sourcing of Protection products
- Assisting the wills business with administration

**Skills & Experience Required**:

- 1 years financial services linked administration experience.
- Ability to resolve problems quickly & efficiently.
- Outstanding communication skills at all levels, both written and oral.
- Demonstrate a confident telephone manner & excellent customer service.
- A team player with ability to use own initiative.

**Job Types**: Full-time, Part-time, Permanent

**Salary**: £25,000.00-£30,000.00 per year

Expected hours: 28 per week

**Benefits**:

- Company pension

Schedule:

- No weekends

Supplemental pay types:

- Bonus scheme

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- Customer service: 1 year (preferred)
- Administrative experience: 1 year (required)

**Language**:

- English (required)

Licence/Certification:

- Driving Licence (preferred)

Work Location: In person


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