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
