Graduate Trainee Protection Insurance Advisor - In-House Academy Program

Equal Education Partners, Abertawe

Graduate Trainee Protection Insurance Advisor - In-House Academy Program

Salary not available. View on company website.

Equal Education Partners, Abertawe

  • Full time
  • Temporary
  • Onsite working

Posted 2 weeks ago, 24 Oct | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: 6411a1ecc8e24c50831cf0879845b2e9

Full Job Description

Salary: Competitive, with opportunities for bonuses and financial support for qualifications,

  • Induction (0-3 months): Learn about our operations, protection insurance products, and regulatory requirements (FCA, GDPR). Work closely with a mentor to shadow real client interactions and practice with simulations.
  • Development Phase (4-12 months): Engage directly with clients, build your portfolio, and handle more complex queries related to life insurance, critical illness cover, and income protection.
  • Advanced Phase (13-24 months): Manage client portfolios independently, offering tailored insurance solutions and collaborating with senior advisers on high-net-worth and complex cases.
  • Academic Pursuit - CII Qualifications:
  • Earn your Certificate in Insurance (6-12 months) and Diploma in Insurance (12-24 months) with full financial support for courses, study materials, and exams.
  • Benefit from allocated study time during working hours, dedicated study sessions, and exam preparation workshops.

    Are you a recent graduate or an aspiring financial services professional eager to build a career in protection insurance? Do you have a passion for helping individuals secure their financial futures? Join our trusted partner client. and embark on an exciting journey through their In-House Academy Program for Protection Insurance Advisors!, A dedicated and enthusiastic graduate or aspiring professional with an interest in financial services and client advising.
  • Strong communication skills to explain complex insurance products and solutions clearly.
  • A client-focused approach, demonstrating empathy and actively listening to client needs.
  • Analytical thinking to assess clients' financial situations and recommend suitable protection products.
  • A detail-oriented individual with a passion for problem-solving and compliance with industry standards.
  • UK-based with valid UK Right-to-Work for a minimum of 2 years
  • Key Competencies:
  • Knowledge of protection insurance products, including life, critical illness, and income protection.
  • Familiarity with FCA regulations and a commitment to ethical advising and compliance.
  • Proficiency in risk assessment and the ability to deliver tailored insurance solutions.
  • Understanding of financial planning and how protection insurance fits into a broader wealth strategy.

    What We Offer:
  • A structured, fast-track program to becoming a qualified Protection Insurance Advisor.
  • Mentorship from experienced advisers and hands-on learning through client interactions.
  • Financial support for CII qualifications and professional development.
  • Opportunities for progression into specialist roles or leadership positions.
  • A supportive environment that fosters personal growth and professional confidence.
  • Competitive salary, with opportunities for performance-related bonuses

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