Trainee Protection Specialist

Description

Trainee Protection Specialist

Location: London

£25,000-£28,000

Hybrid working available - 3 days in-office after probation

About the Opportunity

Join a leading financial planning firm in London seeking a Trainee Protection Specialist to join their in-house advisory team.

This is an exciting entry-level role with the opportunity to work towards a formal protection qualification and build a long-term career as a Protection Specialist.

You'll work closely with the firm's Lead Protection Adviser, managing client documentation, drafting suitability reports, and learning the full process behind delivering high-quality, compliant protection advice.

Key Responsibilities

Client Contact: Support the Protection Specialist by booking client appointments and following up on documentation.

Case Management: Take ownership of client files, ensuring all applications and supporting documents are accurate and complete.

Suitability Report Preparation: Assist with drafting and reviewing reports for clients, under the guidance of the Protection Specialist.

Communication & Liaison: Interact with clients, insurers, underwriters, and third parties professionally and efficiently.

Systems & Administration: Learn and become proficient in the firm's systems, including Salesforce, My Practice, Aptus, iBusiness, IRESS, and provider portals.

Compliance & Governance: Ensure all tasks are completed in line with FCA regulations and internal procedures.

Pipeline Management: Track progress on client cases, highlight issues or delays, and support the Protection Specialist in keeping everything on schedule.

Skills & Knowledge Required

Previous office or client support experience is helpful but not essential - full training provided.

Strong attention to detail and the ability to manage multiple tasks efficiently.

Excellent written and verbal communication skills.

Comfortable working in a structured, professional environment.

Enthusiasm for building a career in financial services, with a long-term focus on protection advice.

Working Arrangements

Hybrid working: up to 3 days in the office after probation.

Full-time: 9 am - 5 pm.

What's on Offer?

Career Development & Benefits:

Salary: competitive and dependent on experience.

Company bonus scheme.

Clear career pathway towards becoming a Protection Adviser.

Full training and support for professional qualifications.

Collaborative, supportive team environment.

BUPA Employee Assistance Programme and other wellbeing support.

Why Apply?

This is a fantastic opportunity for someone starting their career in financial services. xjnqpsq You'll gain hands-on experience in client support, compliance, and suitability reporting, all while gaining formal qualifications.

Please contact Ellis Mears at EJP for full details

Ad ID: 5417769437