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For Companies At a Glance
- Tasks: Engage with clients to assess their protection needs and provide tailored advice.
- Company: Join The Glenfield Partnership, part of a leading financial advice network in the UK.
- Benefits: Enjoy generous commission splits, financial support, and administrative assistance.
- Why this job: Make a life-changing impact while developing your career in a supportive environment.
- Qualifications: Strong communication skills and a passion for client service are essential.
- Other info: Self-employed role with initial financing available to help you succeed.
The predicted salary is between 24000 - 36000 £ per year.
Are you looking for an opportunity to build a new career in financial services? We’re offering a unique pathway where you’ll begin in an administration / support role, learn the industry from the ground up, and within a 3–6-month period progress into a self‑employed Protection Adviser role which opens a whole host of opportunities.
You will receive full mentorship and ongoing support / guidance form the business owner.
About us
The Glenfield Partnership Limited prides itself on providing personal and corporate financial advice to suit our clients\’ needs. With a strong base in Lincoln, we strive to treat clients fairly by offering high quality advice and an efficient, cost‑effective service.
The opportunity
This role is ideal for someone who wants to retrain, start or progress their career within financial advice. You will be working alongside the firms Practice Principal with full training and mentorship provided.
You must have a passion for customer service, be motivated and have an ambition to grow into a self‑employed adviser role.
You will progress from Administrator Trainee Protection Adviser Self‑Employed Adviser.
Phase 1 :
- Administration duties – supporting with case management, data entry, client documents, and compliance processes.
Exposure to protection products (life, critical illness, income protection and business pro…
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Trainee Protection Adviser employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Protection Adviser
✨Tip Number 1
Network with professionals in the financial services industry. Attend local events or join online forums where you can connect with experienced Protection Advisers. This will not only give you insights into the role but also help you build relationships that could lead to referrals or mentorship.
✨Tip Number 2
Familiarise yourself with various protection products and services. Understanding the different options available will allow you to have informed discussions with potential clients, showcasing your knowledge and building trust right from the start.
✨Tip Number 3
Practice your communication skills by engaging in role-playing scenarios with friends or family. This will help you become more comfortable discussing sensitive topics related to protection needs and improve your ability to explain complex information clearly.
✨Tip Number 4
Research the Glenfield Partnership and The Openwork Partnership thoroughly. Understanding their values, mission, and the support they offer will enable you to align your application with their goals and demonstrate your enthusiasm for being part of their team.
We think you need these skills to ace Trainee Protection Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any sales experience and customer service skills. Emphasise your passion for understanding client needs and providing excellent service, as these are key aspects of the Trainee Protection Adviser role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the financial services industry. Mention specific examples of how you've successfully met client needs in the past, even if it's from a different sector.
Showcase Your Communication Skills: In your application, demonstrate your strong communication skills. Use clear and concise language, and consider including examples of how you've effectively communicated with clients or colleagues in previous roles.
Highlight Your Ambition and Tenacity: The job description mentions the need for enthusiasm, ambition, and tenacity. Make sure to convey these traits in your application by discussing your career goals and how you plan to achieve them within the financial advice sector.
How to prepare for a job interview at The Openwork Partnership
✨Show Your Sales Passion
Since this role is ideal for someone with a sales background, make sure to highlight your previous sales experiences. Share specific examples of how you've successfully met client needs and closed deals, demonstrating your passion for sales and client service.
✨Understand Protection Products
Familiarise yourself with various protection products before the interview. Being able to discuss these products confidently will show your commitment to understanding client needs and providing tailored advice.
✨Demonstrate Client-Focused Mindset
Prepare to discuss how you prioritise client relationships and ensure excellent service. Use examples from past experiences where you went the extra mile for a client, showcasing your dedication to providing a 5-star service.
✨Ask Insightful Questions
Prepare thoughtful questions about the company and its approach to client service. This not only shows your interest in the role but also helps you understand how you can contribute to their mission of providing outstanding protection advice.
