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Protection Paraplanner

United Kingdom, Marlow 28000.00 - 33000.00 GBP / Year · Job Posted April 24, 2026
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Job Description

We’re working with a growing brokerage with a strong focus on protection and new opportunities across their client base. With new offices opening, they offer consistent case flow, full admin support, and a collaborative environment. Ideal for someone looking to build a career in protection, with clear progression into an advisory role and long-term growth.

Job Responsibility

  • Support advisers with protection cases from enquiry to completion
  • Research products and prepare suitability reports
  • Handle protection quotes and liaise with providers
  • Manage case administration and ensure smooth processing
  • Assist in identifying opportunities to convert cases into advised sales
  • Potential to develop into a Protection Advisor role

Requirements

  • Experience in paraplanning or protection case handling
  • Understanding of protection products (life, critical illness, income protection)
  • Strong organisational and case management skills

What we offer

  • Opportunity to transition into a Protection Advisor role
  • Exposure to a high volume of protection opportunities
  • Supportive team with progression pathways
  • Hybrid working structure
  • Stable salary with development potential

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