Financial Services Trainee

4 days ago


Bath, Bath and North East Somerset, United Kingdom London & Country Mortgages Full time
As a Protection Adviser, you will play a critical role in helping customers navigate complex insurance options and make informed decisions. With our support and training, you will have the opportunity to excel in your career and achieve your goals. This role is ideal for someone who is passionate about financial services and wants to develop their skills and knowledge. You will work closely with customers to understand their concerns and provide them with personalized solutions. Your responsibilities will include advising on options such as Critical Illness Insurance, Income Protection and Life Insurance, documenting your findings and recommendations throughout the process. You will also be responsible for ensuring compliance with regulatory rules and guidance, as well as adhering to internal quality standards. This is a customer-facing advice role, and as such, you will be personally subject to the five FCA Conduct Rules. You will also be required to undergo training to ensure your integrity, competence, and financial soundness.

Salary and Benefits

The estimated salary for this role is £20,000 - £25,000 per annum. Our comprehensive benefits package includes an in-depth induction program, opportunities for professional certifications, and access to our employee assistance schemes. Additionally, we offer a customer-centric incentive scheme that reflects your efforts. Our employee benefits and support schemes include a range of perks and discounts that can help you save time and money. Join us to become part of a dynamic team that is dedicated to excellence in financial services.

About the Role

This role is ideal for someone who is looking to start their career in financial services. As a Protection Adviser, you will have the opportunity to develop your skills and knowledge, working closely with customers to understand their needs and provide personalized advice and guidance. You will also have the chance to work with a range of customers, from individuals to businesses, and develop a deep understanding of their financial situations. Our company culture values respect, equity, and collaboration, ensuring that everyone has the opportunity to grow and succeed. Join us to become part of a dynamic team that is dedicated to excellence in financial services.

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