And protection adviser Work, Jobs in Norfolk (with Salaries)

Protection Suitability Letter Writer
Future Life Family LTD —Norwich
- £32,500 a year
- Full-time
- English
- Analysis skills
- Organisational skills
Quick apply
14d
Children and Family Services Assistant (Term Time Only)
NANSA —Norwich
- £13.08 an hour
- Part-time
- Childcare
- Microsoft Office
- Administrative experience
Quick apply
People Adviser - ER
Norwich City Council —Norwich
- £39,862 - £42,839 a year
- Hybrid work
- Management
- Microsoft Office
- Analysis skills
- Annual leave
14h
Sales Development Co-ordinator
BarrattDevelopments —Taverham
- Weekend availability
- Customer service
- Programmable logic controllers
- Communication skills
Protection Advisor (Self-Employed)
Placing Faces —Aylsham
- Full-time
- Hybrid work
- Communication skills
Paraplanner / Technical Planner Financial Services
ALAN BOSWELL GROUP LIMITED —Norwich
- £30,000 - £45,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Annual leave
- Life insurance
Quick apply
16h

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Protection Suitability Letter Writer

Future Life Family LTD
Norwich

Quick apply

Job details

Full-time
£32,500 a year
14 days ago

Qualifications

Financial planning
Report writing
English
Analysis skills
Organisational skills
Financial services

Full job description

Protection Suitability Letter Writer – Detail-Oriented Report Writing Role

Future Life Family LTD is a growing financial services firm specialising in family protection, life insurance and critical illness cover.

We are looking for a detail-oriented writer to prepare clear, accurate suitability reports based on adviser notes and client circumstances. This is not casual data entry. The role requires logic, written reasoning, attention to detail and the ability to explain why a recommendation is suitable in a clear and defensible way.

You do not need to be a qualified financial adviser, but you must be comfortable working with detailed information, following templates, understanding client circumstances and producing accurate written reports.

Responsibilities

Prepare suitability reports for protection advice cases.
Interpret adviser notes and client information accurately.
Explain the rationale for life insurance, critical illness and income protection recommendations.
Identify missing information or unclear reasoning and raise this with the adviser.
Work closely with advisers, admin and compliance support.
Maintain strong file quality and clear documentation.
Handle a high volume of cases while maintaining accuracy.

Requirements

Strong written English.
Excellent attention to detail.
Experience in report writing, compliance, audit, financial services, legal administration or detailed casework.
Ability to understand and organise complex information.
Comfortable working to deadlines.
Willingness to learn protection products and internal processes.
Previous financial services experience is useful but not essential.

Shortlisted candidates will be asked to complete a short written case exercise using anonymised adviser notes.

Pay: £32,500.00 per year

Application question(s):

Explain, without the use of generative AI, the reason you'd be capable of handling 50 high-detail cases a month

Work Location: In person

Quick apply

Refine Your Search

and protection adviser jobs in norfolk

Protection Suitability Letter Writer

Children and Family Services Assistant (Term Time Only)

People Adviser - ER

Sales Development Co-ordinator

Protection Advisor (Self-Employed)

Paraplanner / Technical Planner Financial Services

I want to receive the latest job alerts for and protection adviser in norfolk

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