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- Tasks: Support clients and manage documentation while learning the ropes of protection advice.
- Company: Leading financial planning firm in London with a supportive team culture.
- Benefits: Competitive salary, company bonus, career development, 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: Enjoy hybrid working and a clear pathway to becoming a Protection Adviser.
The predicted salary is between 20000 - 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 will 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. You will 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.
Trainee Protection Specialist in 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 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 noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Trainee Protection Specialist in 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 just a part-time job or volunteer work, and don’t forget to mention your enthusiasm for financial services!
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. Keep it professional but let your personality come through – we want to see the real you!
Show Off Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application showcases your communication skills. Be clear, concise, and professional in your writing. Remember, attention to detail is key!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our team at StudySmarter!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Stuff
Before the interview, make sure you understand the role of a Trainee Protection Specialist. Familiarise yourself with key concepts in financial planning and protection advice. This will not only help you answer questions confidently but also show your enthusiasm for the position.
✨Practice Makes Perfect
Rehearse common interview questions related to client support and case management. Think about how you would handle specific scenarios, like managing client documentation or drafting reports. Practising with a friend or in front of a mirror can help you articulate your thoughts clearly.
✨Show Off Your Communication Skills
Since this role involves interacting with clients and various stakeholders, demonstrate your excellent communication skills during the interview. Be clear and concise in your answers, and don’t hesitate to ask questions if you need clarification on something.
✨Be Ready to Learn
Express your eagerness to learn and grow within the company. Highlight your willingness to undergo training and work towards qualifications. This shows that you’re committed to building a long-term career in financial services, which is exactly what they’re looking for!
