Financial Services Trainee: Path to Protection Adviser

Foxtons Estate Agents; Greater London; Hybrid; GBP 25,000 - 40,000; Full time

Benefits offered by this job

Pension

Wellbeing support

Training and development

Job summary

Alexander Hall in the United Kingdom is offering a Financial Services Trainee role designed to guide you toward a fully qualified Protection Adviser. You will start by helping mortgage clients understand protection needs and arranging appointments for personalised advice.

You will receive comprehensive training, coaching, and a clear career pathway with ongoing professional qualifications support within a market-leading mortgage and protection business.

Qualifications

• Previous sales experience is desirable.
• Strong communication and interpersonal skills with the confidence to engage clients professionally.
• Genuine interest in financial services and helping clients protect what matters most.

Responsibilities

• Contact existing mortgage clients to discuss the importance of financial protection, including Life Insurance, Critical Illness Cover and Income Protection.
• Build strong client relationships and clearly communicate the benefits of reviewing protection arrangements.
• Qualify client needs and arrange appointments with Protection Advisers for detailed consultations.
• Accurately maintain client records and update internal CRM systems.
• Work closely with advisers to ensure a seamless client experience and smooth handover process.

Skills

Strong communication

Interpersonal skills

Self-motivated

Target-driven

Organised

Job description

Alexander Hall in the United Kingdom is offering a Financial Services Trainee role designed to guide you toward a fully qualified Protection Adviser. You will start by helping mortgage clients understand protection needs and arranging appointments for personalised advice.

You will receive comprehensive training, coaching, and a clear career pathway with ongoing professional qualifications support within a market-leading mortgage and protection business.