Role Overview:
We are seeking a proactive Protection Helpdesk Advisor to support members and advisers in arranging protection insurance for customers.

This role requires a customer-focused individual with a strong understanding of protection products and service excellence to deliver comprehensive support and contribute to improved customer outcomes.

Key Responsibilities:

Provide inbound support to members, leveraging your knowledge of protection products, providers, quoting portals, research tools, underwriting and both new and existing business processes.
Work closely with the Protection Specialist to manage resources, ensuring advisers receive accurate and timely information and assisting in process improvements that drive business needs.
Regularly review and improve support services to meet changing demands, and participate actively in process enhancements within the department.
Demonstrate up-to-date knowledge of compliance requirements, handle queries efficiently, and maximise sales opportunities while maintaining ethical standards.
Build and sustain strong working relationships with key stakeholders and share insights that benefit both members and business objectives.
Provide coverage and support for team members as needed to achieve shared service goals.
Take on additional duties as required to meet departmental and organisational objectives.Key Skills and Competencies:

Proven background in delivering exceptional customer service and managing client relationships.
Strong problem-solving skills, combined with an investigative and ethical approach to handling client needs and compliance requirements.
Ability to quickly adapt to new procedures, contribute to a team environment, and proactively suggest improvements to benefit customer outcomes.
Ability to maintain awareness of operational and regulatory risks, identifying potential impacts on the business and taking steps to mitigate them.Qualifications and Experience:

Experience in customer service within financial services or protection insurance.
Understanding of risk management principles and information security practices to safeguard customer and company data.Benefits:

Ongoing Education and certifications throughout the department, including CeMAP, CeRER, dipFA, R05 etc.
Life Assurance x 8 times
7% Employer Pension
28.5 Days holiday (+ bank holidays)
Ability to purchase additional days holiday
Car Leasing Scheme
Social events and staff development
Up to £35,000 Base Salary (DOE)
Fully Remote