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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