Team Administrator and Case Manager

Role Overview

We are seeking a highly organised and proactive Administrator to support our Protection team, with additional responsibility for case management activity across the department. This role is primarily focused on providing high-quality executive and administrative support, including diary management, meeting coordination, communication handling, and helping ensure the smooth day-to-day running of the team. Alongside these core duties, the successful candidate will also assist with protection case management by monitoring progress, maintaining accurate records, liaising with clients and providers, and helping to keep cases on track through to completion. The ideal candidate will demonstrate excellent organisational skills, strong communication, discretion, and a keen attention to detail.

Main Responsibilities Administration & Departmental Support

• Manage the department Director's diary, client appointments, and internal meetings.
• Organise departmental meetings, prepare agendas, and take meeting minutes.
• Handle correspondence, calls, and emails on behalf of the department Director.
• Coordinate travel arrangements as required and manage expenses.
• Assist with general administrative tasks to ensure smooth operation of the department.
• Liaise with the company's central teams (IT, Compliance & Operations) as the main point of contact for the department, ensuring collaboration.
• Assist with any tasks or projects with the central teams that have a direct effect on the department.

Case Management

• Assist in the preparation and review of protection plans and documentation.
• Conduct research to support recommendations for clients regarding protection solutions.
• Maintain accurate records of client information, policy details, and correspondence.
• Ensure compliance with regulatory and company standards.
• Prepare reports and summaries for client meetings and departmental reviews.
• Carry out general case management tasks until policies are on risk.
• Ensure constant communication with the clients with updates on the case progression.

Key Skills & Attributes

• Organisation: Ability to prioritise tasks and manage multiple responsibilities efficiently.
• Basic people Management: Capable of coordinating small projects in the department with the support of the central teams.
• Excellent Communication: Clear, professional verbal and written skills for effective liaison with clients, colleagues and providers.
• Attention to Detail: Precise in documentation, client records on the CRM, and administrative tasks.
• Discretion and Integrity: Maintain confidentiality with sensitive client and departmental information.
• Adaptability: Comfortable working in a fast-paced environment and responding to changing priorities.

Qualifications & Experience

• Experience in case management, specifically in a high-value Protection or Financial Services role is desirable.
• Knowledge of inheritance tax, protection products, or general financial services is preferred.
• Competent within the Microsoft Office suite and relevant industry software.

Reasonable Adjustments

We are committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs. Beyond the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours or hybrid working, subject to availability of each position.