The Company: A well-established independent insurance brokerage based in Bradford who specialise in a broad range of insurance services. They are looking to attract an experienced Group Protection Administrator who has experience across key areas of group protection, keyholder and shareholder protection and providing tailored solutions for both businesses and individuals. Their business expertise across a variety of sectors, including commercial, corporate and personal lines of insurance helps support the ambitions to of someone looking to further develop their career within the insurance specialism.

• Office Location: Bradford
• Hybrid/Home Working: Hybrid – 3-days office, 2-days WFH

Package: £25-26k base + discretionary bonus & full company benefits

• Key Benefits: 9% pension, PMI, 4xDIS, group income protection + free parking on site
• Holidays: 26-days + stats
• Working Hours: Monday-Friday (9am-5pm)

The Role: The candidate will have a passion for providing first class administration support and someone who takes pride in their work. This is an excellent opportunity to work towards relevant Level 4 qualifications in Financial Services. Responsibilities, Duties and Tasks include:

• Providing a robust administration function to the financial planning team in an efficient and timely manner
• Supports Paraplanners with various tasks to help the team in their production of suitability reports, with a view to moving to a Paraplanning role
• Carrying out necessary technical research and analysis to support the Financial Advisers and meet client needs and objectives.
• Preparing cashflow modelling reports to assist with client retirement planning.
• Completes all work according to procedures and standards
• Assists in preparation of review and new client meeting information where required
• Using a variety of software packages, such as Durell, Outlook, Assureweb, Cashcalc & Iress
• Obtaining quotations for Life Protection business
• Assisting in the administration of employee benefit schemes such as group life & group risk

The Person: The successful candidate will ideally come from a financial services industry background and have exposure to supporting IFA’s/financial advisers either in a private wealth environment, or corporate/employee benefits. You will:

• Hold an administrative background in personal and/or group protection and life cover
• Bring 2+ years industry experience with exposure to a similar working environment – Either an IFA or wider wealth management business

What next? Follow the link attached to apply via CV submittal. Further questions? Get in touch to explore further: Chris – 07891479277 | chris@cb3associates.co.uk