Job Description

Ready for Your Next Career Move?

Join a company that truly makes a difference. We're looking for a motivated, detail-driven individual, eager to grow within the financial services industry. If you're passionate about helping people and want to build a meaningful career, this could be your perfect opportunity.

Who We Are

We're an award-winning protection advisory firm based in Reigate. Dedicated to safeguarding what matters most: our clients' families, homes, and livelihoods. From Life Insurance and Critical Illness cover to Income and Business Protection, we deliver expert advice with one guiding principle: "Treat every client as if they were your own family."

What You'll Be Doing

In this crucial support role, you'll help ensure our clients receive a seamless, high-quality service. Your responsibilities will include:

Providing high-level technical and administrative support to our Advisers Responding to client and third-party queries with clarity and professionalism Ensuring all client files are accurate, complete, and compliant Drafting clear, accurate, and professional suitability letters Booking and managing client appointments Assisting with the preparation of trust forms Maintaining precise digital records and always following compliance procedures

Skills and Experience

We're looking for someone who takes pride in their work and thrives in a fast-paced, detail-oriented environment. You will have:

Previous experience in financial services/IFA/mortgage administration Excellent administration and organisational skills Strong communication and interpersonal abilities Outstanding attention to detail The capability to understand and process complex information Confidence, initiative, and the drive to develop professionally

What We Offer You

Salary: 26-27,000 Comprehensive benefits package, including: Private medical insurance 28 days holiday plus bank holidays Annual bonus of up to 13% Income Protection 5% employer pension contribution Employee Assistance Programme with free counselling sessions Free remote GP access, legal and financial support 150 contribution towards new glasses 4x death in service cover Store discounts...and more!
Hybrid working once fully trained but please note you will be required to come to the office each week.

Career progression and funded qualifications - we'll fully support you in achieving industry-recognised certifications if you decide you want to progress to become an adviser.

Ready to Grow With Us?

If you're excited about developing your career and supporting clients during life's most important moments, we'd love to hear from you.

Please note this role will initially be based in our office in Reigate for training, it will move to hybrid with some days from home when you are competent in the role. The hours are Monday-Friday 9am-5pm.

No agencies please

Job Types: Full-time, Permanent

Pay: 26,000.00-27,000.00 per year

Benefits:

Additional leave Company events Company pension Employee discount Free flu jabs Health & wellbeing programme Life insurance On-site parking Paid volunteer time Private medical insurance Store discount
Work Location: Hybrid remote in Reigate RH2 9AP