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For Companies At a Glance
- Tasks: Support clients and manage documentation while learning the ropes of financial protection advice.
- Company: Leading financial planning firm in London with a supportive team culture.
- Benefits: Competitive salary, bonus scheme, hybrid working, and full training for qualifications.
- Why this job: Kickstart your career in financial services with hands-on experience and clear progression.
- Qualifications: No prior experience needed; just bring enthusiasm and strong communication skills.
- Other info: Enjoy a collaborative environment with excellent support for your professional growth.
The predicted salary is between 24000 - 36000 £ per year.
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.
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.
Protection Administrator employer: Ellis James Partners
Contact Detail:
Ellis James Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those working in protection. Use LinkedIn to connect and engage with professionals; you never know who might have a lead on a job or can offer valuable advice.
✨Tip Number 2
Prepare for interviews by researching the company and understanding their values. Be ready to discuss how your skills align with their needs, especially around client support and compliance. Practise common interview questions to boost your confidence!
✨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 starting a career in protection advice. Your passion can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job. Plus, it shows you’re serious about joining our team and makes it easier for us to keep track of your application.
We think you need these skills to ace Protection Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Protection Administrator 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 in the field of protection advice.
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 can convey information effectively!
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. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Ellis James Partners
✨Know Your Stuff
Before the interview, make sure you understand the basics of protection advice and the role of a Protection Specialist. Familiarise yourself with key terms and concepts in financial services, as this will show your enthusiasm and readiness to learn.
✨Showcase Your Communication Skills
Since you'll be interacting with clients and various stakeholders, practice articulating your thoughts clearly. Prepare 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
In this role, accuracy is crucial. Bring along a sample of your work that highlights your attention to detail, whether it’s a report, a project, or even a well-organised document. This will help illustrate your capability to manage client files accurately.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client support and compliance. This shows your genuine interest in the role and helps you gauge if the company culture aligns with your career aspirations in financial services.
