> Markdown version of [/jobs/ext/2301796-protection-business-support-executive](https://www.wearedevelopers.com/jobs/ext/2301796-protection-business-support-executive). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Protection Business Support Executive - **Company:** Clearwater Wealth Management - **Location:** London, UK - **Salary:** £30,000.0 - **Contract:** Permanent contract - **Skills:** Microsoft Office, Salesforce.Com - **Published:** August 30, 2026 - **Apply:** https://www.collegerecruiter.com/job/2815439938-protection-business-support-executive ## About the Role * Minimum of one year's experience within the insurance, protection or mortgage industry - essential * Knowledge of life insurance, critical illness cover and income protection policies - desirable * Experience drafting protection suitability reports - desirable * Good GCSE results (or equivalent) - essential; good A-Level results and study in a related field (e.g. Economics, Finance, Accounting) - desirable * Willingness to learn the full scope of the role; comfortable delivering in fast-paced environments - essential * Highly professional and well presented, with a strong work ethic and the ability to learn quickly and adapt to change - essential * Scrupulous attention to detail and accuracy, particularly when under pressure - essential * Effective communication skills, both written and verbal - essential * Good organisational and administrative skills, with the ability to manage multiple tasks and meet deadlines - essential * Able to work independently with a disciplined approach; proficient in Microsoft Office - essential * Comfortable working in a highly confidential and discreet environment, complying with FCA/SJP/CWM regulatory processes - essential ## Description Clearwater Wealth Management is a Principal Partner Practice of St. James's Place, offering holistic financial planning and investment advice to individuals, families, and business clients. We pride ourselves on delivering tailored, client-centric advice with integrity, transparency, and professionalism. We're looking for a Protection Business Support Executive to join our Employed Advisory Team (EAT), providing full back-office support to our in-house Protection Specialists. The role is key to maintaining compliance, managing client documentation, and drafting the Protection Specialists' advice recommendations. What You'll Be Doing * Contact clients to book appointments with the advisers * Become competent and proficient in the use of support systems such as Salesforce, iBusiness, Aptus, IRESS and third-­party protection provider portals * Assist the advisers with preparing for meetings * Prepare full and bespoke client CFRs via Salesforce and supporting documentation to assist with the production of suitability letters * Draft compliant and 'suitable' suitability reports via Aptus * Assist the Protection Specialist's with research on insurance providers for clients * Liaise with insurers, underwriters, and other third parties to obtain updates and resolve queries * Follow up with clients' GP surgeries to ensure medical reports are returned to the provider * Actively manage and monitor a pipeline of business and tasks * Update the adviser on case progress and highlight any issues or delays * Ensure all administrative tasks comply with FCA regulations, company policies and processes * Support the advisers with file checking and preparing for compliance reviews * Keep templates, forms, and internal documents up to date * Maintain a strong understanding of FCA compliance and client confidentiality standards ## Related Articles - [Data Analyst Salary in the UK](https://www.wearedevelopers.com/magazine/278-data-analyst-salary-in-the-uk) - [UK Business Culture and Etiquette](https://www.wearedevelopers.com/magazine/326-uk-business-culture-and-etiquette) - [Starter Kit For Job Applications For Developers](https://www.wearedevelopers.com/magazine/7-starter-kit-for-job-applications-for-developers) - [Best Companies to work for in London: Top 25 Companies in 2023](https://www.wearedevelopers.com/magazine/187-best-companies-to-work-for-in-london-top-25-companies-in-2023) - [Guide for Expats Living in the UK](https://www.wearedevelopers.com/magazine/355-guide-for-expats-living-in-the-uk) - [Average Salary in London](https://www.wearedevelopers.com/magazine/280-average-salary-in-london)