Umbrella Financial
Administrator
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WE’RE HIRING | ADMINISTRATOR | REMOTE
Umbrella Financial is growing, and we’re looking for an experienced Administrator to join our team and support our advisers with client applications.
We’re proud to be one of the UK’s leading protection insurance firms, with a vibrant, ambitious working environment and a team of like-minded people who genuinely enjoy what they do.
THE OPPORTUNITY
- Permanent employed position
- 100% remote working
- Full-time or part-time – minimum 3 days per week
- £27,500–£30,000 per annum (full-time equivalent), depending on experience
- Part-time salary calculated pro rata based on agreed working hours
- 28 days’ paid annual leave including bank holidays, pro rata for part-time employee
WHAT YOU’LL BE DOING
You’ll play an important role in supporting our advisers and helping client applications move through the process efficiently and accurately:
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- Inputting client applications on behalf of advisers
- Accurately maintaining client information and records
- Supporting advisers throughout the application process
- Liaising directly with insurance providers and underwriting teams
- Following up outstanding requirements and helping progress applications
- Ensuring documentation is accurate and up to date
- Providing day-to-day administrative support to our growing adviser team
WHO WE’RE LOOKING FOR
Experience using OMS is highly desirable, alongside a working knowledge of iPipeline and SolutionBuilder.
You’ll ideally have:
- Strong IT skills and confidence working across multiple systems
- Proven administration and organizational experience
- Excellent attention to detail
- The ability to prioritize and manage multiple applications
- Confident and professional communication skills
- The ability to build strong relationships with advisers, providers, and underwriting teams
- A proactive, organized, and solutions-focused approach
- The ability to work independently while still being a genuine team player
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Experience within insurance, protection, mortgages, or financial services would be a significant advantage.
Most importantly, we’re looking for the right person to become part of the Umbrella team – someone positive, organized, dependable, and keen to contribute to a growing business.
Interested?
- Apply through LinkedIn or send us a direct message for more information.
Know someone who would be perfect? Please tag them or share this post. 🧡
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