Trainee Protection Advisor

Administrator / Trainee Protection Adviser (Part-Time with Self-Employed option after 6 months and WFH flexibility once you are up and running and familiar with the systems and processes)

Location: Colchester (must be within 30 minutes travel of Stanway)

Part-Time Initially Transition to Self-Employed Full Training Provided

Are you looking for a flexible opportunity to build a new career in financial services? We're offering a unique pathway where you'll begin in a part-time administration role, learn the industry from the ground up, and within 6 months progress into a Protection Adviser role - with the potential to become self-employed, which opens up a whole host of opportunities.

If you are looking to retrain in a different sector, return to work on a flexible basis due to children or other personal commitments, or set out on your first career move then this could be the role for you!

You will receive full mentorship and ongoing support/guidance form the business owner.

About Us

We are a forward-thinking Mortgage and Protection advice firm with a focus on helping families and individuals protect what matters most. Our supportive team structure, training programmes, and mentoring will give you the tools you need to succeed.

The Opportunity

This role is ideal for someone who wants to retrain or return to work with flexibility at the start, but with ambition to grow into a self-employed adviser role with uncapped earning potential.

Phase 1 (0-6 months):

• Part-time administration duties - supporting advisers with case management, data entry, client documents, and compliance processes.
• Exposure to protection products (life, critical illness, income protection and business protection) and the advice process.
• Hands-on learning while working closely with senior adviser/business owner.

Phase 2 (from 6 months):

• Transition into a Trainee Protection Adviser role with structured training.
• Conduct client fact-finds, assess protection needs, and prepare recommendations.
• Build confidence and skills under supervision, with ongoing mentoring.

Phase 3 (longer-term):

• Move into self-employed Protection Adviser status.
• Manage your own client base, develop referral networks, and grow your income.
• Access to ongoing training, compliance support, and product updates.

What We're Looking For

• Strong organisational skills and attention to detail (ideal for the admin phase).
• Excellent communication skills with a client-focused mindset.
• Self-motivated and ambitious, with a desire to progress into advising.
• Previous experience in financial services, administration, or customer service is beneficial but not essential.

What We Offer

• A clear career pathway: Administration Trainee Protection Adviser Self-Employed Adviser.
• Comprehensive training and ongoing mentoring.
• Part-time entry point to help you get started and learn at your own pace.
• Competitive starting package with the opportunity for uncapped earnings once self-employed.
• Supportive team environment with compliance and back-office support.

How to Apply

If you're ready to take the first step into a rewarding career in financial services, starting part-time and building towards running your own successful adviser business, we'd love to hear from you. Apply today with your CV