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!
Position: Graduate Trainee Protection Insurance Adviser
Location: Swansea
Salary: Competitive, with opportunities for bonuses and financial support for qualifications
Duration: 12-24 months+ (flexible, depending on progress and experience)
About the Role
Our client is committed to equipping individuals with the knowledge and skills they need to excel as Protection Insurance Advisors. This program combines on-the-job training with academic study, offering you the opportunity to apply your learning directly in real-world client situations.
Program Structure
- On-the-Job Training (OJT):
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:
Year 1 (6-12 months): Focus on completing the core qualifications essential for protection insurance advisers. Candidates will achieve the R01 (Financial Services, Regulation & Ethics) and R05 (Financial Protection) qualifications through full financial support for courses, study materials, and exams.
Years 2 and 3 (12-36 months): For more ambitious and talented candidates, progress toward achieving the full Certificate in Insurance and potentially the Diploma in Insurance. These advanced qualifications cover a broader range of insurance products, governance, and law, with structured support and financial backing.
Requirements
What We’re Looking For:
- 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.
Benefits
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
