Jobs, fresher vacancy - Graduate Trainee Protection Insurance Advisor - In-House Academy Program • Wales

Company: Equal Education Partners

Wales

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 AdviserLocation: SwanseaSalary: Competitive, with opportunities for bonuses and financial support for qualificationsDuration: 12-24 months+ (flexible, depending on progress and experience)About the RoleOur 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. RequirementsWhat 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. BenefitsWhat 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