At a Glance
- Tasks: Support clients and manage documentation while learning the ropes of financial protection advice.
- Company: Join a leading financial planning firm in London with a supportive team culture.
- Benefits: Competitive salary, company bonus, hybrid working, and professional training opportunities.
- Why this job: Kickstart your career in financial services and gain valuable qualifications in a dynamic environment.
- Qualifications: No prior experience needed; just bring your enthusiasm and strong communication skills.
- Other info: Enjoy a clear career pathway towards becoming a Protection Adviser.
The predicted salary is between 20000 - 24000 £ 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.
- 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.
Protection Administrator in City of London employer: Ellis James Partners
Contact Detail:
Ellis James Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Administrator in City of London
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those working as Protection Specialists. A friendly chat can lead to valuable insights and even job leads.
✨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 boost your confidence.
✨Tip Number 3
Show your enthusiasm! When you get the chance to speak with potential employers, let them know how excited you are about starting a career in financial services and your eagerness to learn.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re serious about joining our team.
We think you need these skills to ace Protection Administrator 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 client support experience, even if it's just from part-time jobs or internships.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're excited about this opportunity. Share your enthusiasm for financial services and how you see yourself growing in the role. Be genuine and let your personality shine through!
Showcase Your Attention to Detail: Since this role involves managing client documentation and drafting reports, it’s crucial to demonstrate your attention to detail. Double-check your application for any typos or errors before hitting send – we love a polished submission!
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 and shows us you’re serious about joining our team!
How to prepare for a job interview at Ellis James Partners
✨Know Your Stuff
Before the interview, make sure you understand the role of a Protection Administrator. Familiarise yourself with key terms like suitability reports and compliance regulations. This will show your enthusiasm and readiness to learn.
✨Showcase Your Communication Skills
Since this role involves client contact, practice articulating your thoughts clearly. You might be asked about how you would handle client interactions, so think of examples where you've communicated effectively in the past.
✨Demonstrate Attention to Detail
Prepare to discuss how you manage tasks that require precision. You could mention any experiences where attention to detail was crucial, whether in previous jobs or during your studies. This is vital for managing client files accurately.
✨Express Your Career Aspirations
Let them know you're excited about building a long-term career in financial services. Talk about your interest in gaining qualifications and how you see yourself growing within the company. This shows commitment and ambition!
