At a Glance
- Tasks: Support our Protection Specialists with client appointments, documentation, and compliance tasks.
- Company: Join Clearwater Wealth Management, a leading financial planning firm with a client-first approach.
- Benefits: Enjoy a competitive salary, 25 days holiday, study support, and a hybrid work model.
- Other info: Full training provided to help you excel in a dynamic, supportive environment.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Experience in insurance or finance is a plus; strong communication and organisational skills are essential.
The predicted salary is between 50000 - 60000 £ per year.
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, i Business, 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
What We're Looking For
- 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
- What's on Offer
- In-office 5 days/week, moving to hybrid (3 days office) after probation
- Core hours: 8:30am–5:00pm, 37.5 hrs/week
- Full training & support to develop protection expertise
- 25 days holiday + bank holidays
- Auto-enrolment pension
- Death in Service & Income Protection
- Study support towards Level 4 Financial Planning Diploma
- #J-18808-Ljbffr
Contact Details:
Clearwater Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Protection Business Support Executive
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Clearwater Wealth Management. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Protection Business Support Executive
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Clearwater Wealth Management.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Clearwater Wealth Management's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Clearwater Wealth Management
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Clearwater Wealth Management.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Clearwater Wealth Management will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Clearwater Wealth Management employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
