Protection Insurance Advisor Career Development Opportunity

2 days ago


Swansea, City and County of Swansea, United Kingdom Equal Education Partners Full time

Company Overview

Equal Education Partners is a trusted partner client dedicated to equipping individuals with the knowledge and skills they need to excel as Protection Insurance Advisors.

About the Role

We are seeking a dedicated and enthusiastic graduate or aspiring professional with an interest in financial services and client advising. As a Graduate Trainee Protection Insurance Advisor, you will embark on an exciting journey through our In-House Academy Program for Protection Insurance Advisors.

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

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: £30,000 - £40,000 per annum, with opportunities for performance-related bonuses


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