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