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- Tasks: Support clients and manage documentation while learning about protection advice.
- Company: Leading financial planning firm in London with a supportive team culture.
- Benefits: Competitive salary, bonus scheme, and wellbeing support.
- Why this job: Kickstart your career in financial services with hands-on experience and formal qualifications.
- Qualifications: No prior experience needed; just bring enthusiasm and strong communication skills.
- Other info: Hybrid working available after probation with clear career progression.
The predicted salary is between 25000 - 28000 £ per year.
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?
- 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. You’ll gain hands-on experience in client support, compliance, and suitability reporting, all while gaining formal qualifications.
Trainee Protection Specialist in City of London employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Protection Specialist in City of London
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work in protection advice. Use LinkedIn to connect and engage with them; you never know who might have a lead on a job or can offer valuable insights.
✨Tip Number 2
Prepare for interviews by practising common questions related to client support and compliance. We recommend role-playing with a friend or using online resources to get comfortable with your responses. Confidence is key!
✨Tip Number 3
Show your enthusiasm for the role! When you get the chance to speak with potential employers, let them know why you're excited about becoming a Trainee Protection Specialist. Your passion can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Trainee Protection Specialist in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trainee Protection Specialist role. Highlight any relevant experience, even if it’s not directly in financial services, and show us your enthusiasm for the industry!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity and how your background makes you a great fit. Don’t forget to mention your eagerness to learn and grow within the company.
Show Off Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application showcases your excellent communication skills. Keep it clear, concise, and professional – we want to see how you express yourself!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial protection services. Familiarise yourself with terms like 'suitability reports' and 'FCA regulations'. This will show your enthusiasm for the role and help you engage in meaningful conversations.
✨Showcase Your Communication Skills
Since this role involves client contact and liaising with various parties, practice articulating your thoughts clearly. You might want to prepare a few examples of how you've effectively communicated in past roles or situations, even if they’re not directly related to finance.
✨Demonstrate Attention to Detail
Given the importance of accuracy in managing client files and documentation, be ready to discuss how you ensure precision in your work. You could share specific instances where your attention to detail made a difference, whether in previous jobs or academic projects.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company’s approach to client support or the training process for becoming a Protection Specialist. This not only shows your interest but also helps you gauge if the company is the right fit for you.
