Navigation Wealth Management is a leading and rapidly growing Managing Partner Practice of St. James's Place Wealth Management with offices based in Beverley and Wakefield. We are committed to providing exceptional service and tailored financial advice to our clients. We are looking for a highly motivated and experienced individual to join our dedicated support team.
Job title
Protection Research & Pipeline Management Team
Reports to
Office Manager
Main location
Beverley: Office-based
Role Purpose
To provide end-to-end Protection support to advisers across the research, pre-advice, and post-submission pipeline, ensuring efficient case progression, high-quality technical input, and full compliance at all stages of the client journey.
This role combines technical research expertise with proactive pipeline management, helping advisers:
- Make informed recommendations
- Improve placement outcomes
- Progress cases efficiently from enquiry through to completion
Key Duties and Responsibilities
1. Research & Pre-Advice Support
- Conduct detailed research to support advisers’ protection recommendations
- Liaise with insurers and underwriters to explore potential underwriting and pricing outcomes
- Provide clear, accurate research feedback to advisers in a timely manner
- Support pre-referral enquiries, helping advisers and partners assess suitability of cases prior to submission
- Develop and maintain strong knowledge of providers, underwriting stance, and product features
2. Pipeline Management & Case Progression
- Proactively manage cases through the pipeline from fact find to policy issue
- Liaise with insurers, GP surgeries, and medical providers to progress applications efficiently
- Maintain regular communication with advisers on case status and next steps
- Identify and resolve delays or bottlenecks in the pipeline
- Ensure clients and advisers are kept informed throughout the process
3. Adviser & Client Support
- Provide high-level administrative and technical support to advisers
- Assist with client applications and documentation requirements
- Respond to queries from advisers, clients, and partners effectively
- Book appointments and coordinate client interactions where required
- Support trust documentation processes, ensuring accuracy and completion
4. Compliance & Documentation
- Ensure all client files are complete, accurate, and compliant prior to submission
- Maintain accurate and up-to-date records on CRM systems
- Handle sensitive client data securely and in line with compliance standards
- Support the preparation of suitability reports and documentation where required
5. CRM & Process Management
- Accurately input and maintain client data on CRM systems
- Create, update, and manage tasks to ensure workflow progression
- Support process improvements to enhance efficiency and scalability
- Assist in developing structured pipeline tracking and reporting
Special Requirements
- Occasional travel to other office locations
Person Specification
Knowledge and Experience
- Experience in financial services, ideally within the protection marketplace
- Understanding of underwriting, providers, and product structures (desirable)
- Experience using CRM systems (e.g., Intelligent Office, Salesforce, etc.)
- Knowledge of compliance and regulatory requirements
Skills and Behaviours
- Excellent communication and interpersonal skills
- Strong attention to detail and accuracy
- Highly organised with the ability to manage multiple cases simultaneously
- Proactive and solutions-focused mindset
- Ability to prioritise workload and meet deadlines
- Strong IT skills including Microsoft Office
- Professional, discreet, and client-focused approach
Required Competencies
- Quality Focus – Maintains high standards, accuracy, and timeliness
- Teamwork – Works collaboratively to deliver shared outcomes
- Planning & Organisation – Effectively manages pipeline and workload
- Communication – Clear, professional communication internally and externally
- Client Care – Delivers an excellent end-to-end client experience
- Adaptability – Responds positively to change and continuous improvement
Summary of Role Value
This role is central to:
- Improving conversion rates through better pre-underwriting insight
- Increasing efficiency and case throughput
- Enhancing client and adviser experience
- Supporting scalable growth of the protection business
What we Offer:
- Competitive Salary. Plus a comprehensive benefits package.
- Salary Progression: Clear opportunities for salary increases as you develop your skills, with potential to exceed the base salary range.
- Discretionary Bonus: Potential to earn up to 15% of your salary, split between a Production Bonus (up to 10%) and a Performance Bonus (up to 5%).
- Holidays: 25 days annual leave plus all UK bank holidays.
- Pensions: Workplace Pension Scheme provided.
- Life Assurance: Death in Service Benefit of 4 x annual salary.
- Extra Perk: Appraisal Reward Day.
- Working Pattern: 35 hours per week.
- Monday – Thursday: 9:00 am – 5:00 pm
- Friday: 8:30 am – 4:30 pm
- Evening work around client availability may require occasional working pattern adjustments.
Job Type: Full-time
Pay: £24,500.00-£26,000.00 per year
Benefits:
- Company events
- Company pension
- Financial planning services
- Life insurance
- Referral programme
- Sick pay
Application question(s):
- This role is for experienced financial services administrators working within a financial advice Practice. How many years have you worked in administration in a Financial Advice company (IFA/tied Network/Life Office)?'
- Could you please outline your experience in Protection administration? In particular, we would like to understand your familiarity with handling applications, liaising with protection providers, and managing a pipeline through the underwriting stage.
Experience:
- Financial services: 2 years (required)
Work Location: In person
