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For Companies At a Glance
- Tasks: Start with part-time admin tasks, then progress to advising clients on protection needs.
- Company: Join a forward-thinking firm dedicated to helping families protect what matters most.
- Benefits: Enjoy flexible work options, comprehensive training, and the potential for uncapped earnings.
- Why this job: Perfect for those seeking a flexible career path with mentorship and growth opportunities.
- Qualifications: Strong organisational skills and a client-focused mindset; experience in finance is a plus but not required.
- Other info: Transition from part-time to self-employed status within 6 months, with ongoing support.
Job Description
Administrator / Trainee Protection Adviser (Part-Time with Self-Employed option after 6 months and WFH flexibility once you are up and running and familiar with the systems and processes)
Location: Colchester (must be within 30 minutes travel of Stanway)
Part-Time Initially | Transition to Self-Employed | Full Training Provided
Are you looking for a flexible opportunity to build a new career in financial services? We’re offering a unique pathway where you’ll begin in a part-time administration role, learn the industry from the ground up, and within 6 months progress into a Protection Adviser role – with the potential to become self-employed, which opens up a whole host of opportunities.
If you are looking to retrain in a different sector, return to work on a flexible basis due to children or other personal commitments, or set out on your first career move then this could be the role for you!
You will receive full mentorship and ongoing support/guidance form the business owner.
About Us
We are a forward-thinking Mortgage and Protection advice firm with a focus on helping families and individuals protect what matters most. Our supportive team structure, training programmes, and mentoring will give you the tools you need to succeed.
The Opportunity
This role is ideal for someone who wants to retrain or return to work with flexibility at the start, but with ambition to grow into a self-employed adviser role with uncapped earning potential.
Phase 1 (0–6 months):
- Part-time administration duties – supporting advisers with case management, data entry, client documents, and compliance processes.
- Exposure to protection products (life, critical illness, income protection and business protection) and the advice process.
- Hands-on learning while working closely with senior adviser/business owner.
Phase 2 (from 6 months):
- Transition into a Trainee Protection Adviser role with structured training.
- Conduct client fact-finds, assess protection needs, and prepare recommendations.
- Build confidence and skills under supervision, with ongoing mentoring.
Phase 3 (longer-term):
- Move into self-employed Protection Adviser status.
- Manage your own client base, develop referral networks, and grow your income.
- Access to ongoing training, compliance support, and product updates.
What We’re Looking For
- Strong organisational skills and attention to detail (ideal for the admin phase).
- Excellent communication skills with a client-focused mindset.
- Self-motivated and ambitious, with a desire to progress into advising.
- Previous experience in financial services, administration, or customer service is beneficial but not essential.
What We Offer
- A clear career pathway: Administration Trainee Protection Adviser Self-Employed Adviser.
- Comprehensive training and ongoing mentoring.
- Part-time entry point to help you get started and learn at your own pace.
- Competitive starting package with the opportunity for uncapped earnings once self-employed.
- Supportive team environment with compliance and back-office support.
How to Apply
If you’re ready to take the first step into a rewarding career in financial services, starting part-time and building towards running your own successful adviser business, we’d love to hear from you. Apply today with your CV
Trainee Protection Advisor employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Protection Advisor
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly protection products like life insurance and income protection. This knowledge will not only help you during interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work as advisers. Attend local events or join online forums to gain insights and potentially find a mentor who can guide you through the application process.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios in client management and compliance processes. This will help you demonstrate your organisational skills and attention to detail effectively.
✨Tip Number 4
Showcase your self-motivation and ambition during any discussions with us. Share examples of how you've taken initiative in previous roles or personal projects, as this aligns perfectly with our expectations for growth into a self-employed adviser.
We think you need these skills to ace Trainee Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the Trainee Protection Advisor role. Emphasise any organisational skills, attention to detail, and communication abilities, as these are key for the position.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in transitioning into financial services. Mention your motivation for the role and how your background can contribute to the team. Be sure to express your ambition to grow into a self-employed adviser.
Showcase Your Soft Skills: In your application, highlight your self-motivation and client-focused mindset. Provide examples of how you've demonstrated these qualities in previous roles or experiences, as they are crucial for success in this position.
Follow Application Instructions: Ensure you follow the application instructions carefully. Submit your CV and cover letter as specified, and double-check for any additional documents that may be required. Attention to detail is essential!
How to prepare for a job interview at The Openwork Partnership
✨Show Your Organisational Skills
As the role requires strong organisational skills, be prepared to discuss how you manage your time and tasks. Share examples from previous experiences where you successfully handled multiple responsibilities.
✨Demonstrate Excellent Communication
Since communication is key in this role, practice articulating your thoughts clearly. Be ready to explain complex ideas simply, as you may need to convey information to clients who are not familiar with financial services.
✨Express Your Ambition
The company values self-motivated individuals who aspire to grow. During the interview, express your career goals and how you see yourself progressing from an administrator to a self-employed adviser.
✨Ask Insightful Questions
Prepare thoughtful questions about the training process and mentorship opportunities. This shows your genuine interest in the role and helps you understand how the company supports its employees' growth.
