Ifa administrator Work, Jobs in Long Sutton, Ham (with Salaries)

Financial Protection Administrator (Part Time)
ES/SDL Financial —Aldershot
- £8,000 - £13,500 a year
- Part-time
- CRM software
- Organisational skills
- Financial services
Quick apply
Senior Paraplanner – Level 6 (Chartered)
Laithwaite Financial Services —Woking
- Part-time
- Communication skills
- Free parking
- Annual leave
Senior Paraplanner – Level 4
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- Analysis skills
- Communication skills
- Free parking
- Annual leave

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ifa administrator jobs near long sutton, ham

Financial Protection Administrator (Part Time)

ES/SDL Financial
Aldershot

Quick apply

Job details

Part-time
£8,000 - £13,500 a year

Benefits

Private medical insurance

Qualifications

CRM software
Financial Conduct Authority guidelines
Organisational skills
Customer support
Financial services
Proofreading

Full job description

Financial Protection Administrator (Part Time)

Location: Aldershot, Hampshire

Hours: 12–20 hours per week

Salary: Dependent on hours and experience

About Easy Street Financial Services

At Easy Street Financial Services, we believe great advice starts with great client service.

We specialise in mortgage and insurance advice - helping individuals, families and business owners protect what matters most through clear, straightforward financial protection advice.

We're looking for an administrator to become an important part of our team.

This is a flexible part-time role that would suit someone returning to work after a career break, someone looking to reduce their hours, or an experienced adviser, paraplanner or administrator who enjoys working with clients without the pressure of sales targets.

Initially, the role will be office based in Aldershot. Once established, there may be opportunities for occasional home working.

The Role

You'll be responsible for ensuring our protection cases progress smoothly from initial enquiry through to policy completion while delivering an outstanding experience for every client.

Working alongside our advisers, you'll become a key point of contact for clients, providers and medical professionals, helping applications progress efficiently whilst ensuring high standards of accuracy and FCA compliance.

Your responsibilities will include:

Researching protection providers and product options
Booking appointments and supporting advisers with new enquiries
Conducting compliant health questionnaires with clients
Managing protection applications from submission through to completion
Liaising with insurers, underwriters, GPs and other third parties to obtain underwriting decisions as quickly as possible
Chasing outstanding requirements and keeping applications moving
Providing regular updates to clients and advisers throughout the application process
Proofreading recommendation reports and client documentation
Maintaining accurate records using our CRM and internal systems
Following company procedures and ensuring FCA and Consumer Duty requirements are met at all times
Delivering exceptional customer service throughout the client journey

Experience

Ideally, we're looking for someone with:

Excellent customer service skills
Experience researching protection providers
Strong proofreading skills with excellent attention to detail
Good IT skills and confidence using CRM systems
A professional and confident telephone manner
Excellent organisational skills and the ability to manage multiple cases simultaneously
Experience working within an FCA regulated environment

It would also be advantageous if you also have experience of:

Previous experience within the protection insurance industry
Private Health Insurance (PMI)
Group Risk
Working within an Independent Financial Adviser (IFA) practice
Consumer Duty and FCA compliance processes
Previous experience as a Protection Adviser, Mortgage Administrator or Paraplanner

About You

We're looking for someone who genuinely enjoys helping people and takes pride in delivering outstanding client service.

You'll be:

Friendly, approachable and professional
Highly organised
A confident communicator
Proactive and able to work independently
Calm under pressure
Someone who enjoys solving problems and keeping cases moving
Committed to producing accurate, high-quality work

What We Offer

Flexible part-time hours
Supportive and friendly working environment
Potential for career progression
Opportunity for occasional home working once established
Ongoing training and development
The opportunity to play an important role in helping clients protect their financial future

If you're looking for a flexible role where your skills will be valued and where you can make a genuine difference to clients every day, we'd love to hear from you.

Pay: £8,000.00-£13,500.00 per year

Work Location: In person

Quick apply

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ifa administrator jobs in long sutton, ham

Financial Protection Administrator (Part Time)

Senior Paraplanner – Level 6 (Chartered)

Senior Paraplanner – Level 4

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