We are looking for an experienced person to join our growing team, providing full admin support
to the Protection Advisers in our business.


Duties:


· Setting up New Partners on CRM system, linking any referred clients and calling clients to book
appointments
· Answering calls from clients, then managing their queries
· Maintaining accurate computer records and following the company’s compliance process at all
times
· Write suitability letters
· Creating and submitting Advice sets on our CRM system
· Managing the protection planning inbox and responding accordingly
· Send off medical report requests and chase GP surgeries for medical information
· Helping to progress clients’ applications by liaising with insurance companies, GP surgeries,
consultants and companies who arrange medicals for clients. Then updating the client of
progress
· Entering data onto the CRM computer system
· Updating information and creating tasks as required on the CRM system
· Sending out Trust forms
· Sending Trust forms to insurers and documenting the process on the CRM system
· Sorting out any payment issues or queries with policies once they are on risk

Experience required:


· Previous experience in a similar role within Financial services, knowledge of Protection
. Experience in writing suitability letters is preferred
· Excellent communication, interpersonal and listening skills
· Outstanding attention to detail, enthusiastic, proactive
· Able to multi-task
· Confident at prioritising and working to deadlines
· Strong IT skills
· Polite, helpful and a team player
· Ability to work in a compliant manner as detailed in the firms’ Compliance Manual

Pay and Benefits:


Starting salary £21.5-24,000 depending on experience


· 28 days holiday per year plus bank holidays
· A 35-hour working week (Monday to Friday only, no weekends)
· 5% annual profit-related company bonus
· A free Caffe Nero coffee or Greggs sausage roll each week
· A free cinema ticket each month
· Death In Service benefit (equal to 4 times your annual salary)
· Company pension scheme
· All expenses paid Christmas party
· Staff social events throughout the year
· Access to hundreds of free or discounted items like holidays, hotels, activities, gyms, clothes,
tech and more via Perkbox


Please note this is a permanent role, initially based in our office in Reigate for training, however,
we are happy to offer flexible working from home once you have achieved competency in the
role. Working hours are 9 am-5 pm Monday to Friday.

About us


Future Proof is a multi-award winning company. We specialise in providing expert advice to
clients, helping them to arrange insurance to protect the most important things in their lives; their
family, their home and their income via Life Insurance, Critical Illness and Income Protection
policies. We advise both personal and business clients and at the heart of all we do is our focus
on providing the best advice. Our mantra is ‘treat every client like you would your own family’.
Why not view our reviews.co.uk page to read what people say about us? Here


Career development


We are currently experiencing an exciting and sustained period of growth, which continues to
offer many great career opportunities! This role provides an opportunity to people who are looking to
establish a career in Financial Services.


Numerous colleagues have quickly progressed to other roles within the company including
becoming a Protection Adviser, managers and team leaders or research roles as part of our
support team. We believe in developing people to build on your professional experience and
enhance your career progression. We want to support you to reach your potential and provide
regular coaching, training and mentoring as well as full financial support to obtain industry-recognised qualifications, if you would like to become an Adviser

Why not call us now for expert advice?

Call 0800 644 4468Mobiles call01737 336 990