Case Manager

HNW Protection Administrator / Protection Case ManagerLondon / Hybrid (3 days per week in the office)Up to £50k Basic + Bonus + BenefitsOur client is a highly respected and leading HNW financial services provider, specialising in areas such as Commercial Finance, Mortgages, Life Insurance, General Insurance, Specialist Property Finance and Wealth Management.We are seeking a highly organised and proactive Protection Administrator to support a team of highly skilled Protection Advisers who specialise in complex Life Insurance and IHT planning. This role is primarily focused on providing high quality executive and administrative support around high value protection insurance planning, monitoring progress, maintaining accurate records, liaising with clients and providers, and helping keep cases on track through to completion. Candidates must have Whole of Market Life Insurance administration experience.The ideal candidate will demonstrate excellent organisational skills, strong communication, discretion, and a keen attention to detail.Key responsibilities:Assist in the preparation and review of protection plans and documentationConduct research to support client recommendations regarding protection solutionsMaintain accurate records of client information, policy details and correspondenceEnsure compliance with regulatory and company standardsPrepare reports and summaries for client meetings and departmental reviewsCarry out general case management tasks through to policies being ..... full job details .....