Trainee Protection Specialist

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. 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