Protection Adviser Trainee - Start Your Career Path

Foxtons; Greater London; Presencial; GBP 22.000 - 28.000; Tempo integral

Benefícios oferecidos por esta vaga

Comprehensive training

Structured career path

Pension and wellbeing support

Company benefits

Resumo da vaga

Foxtons, in partnership with Alexander Hall, offers a Financial Services Trainee role that supports clients in understanding protection needs while working with Protection Advisers. The programme provides structured progression toward a qualified Protection Adviser with a strong focus on development and learning.

Success hinges on effective client communication, proactive learning, and a commitment to delivering excellent customer outcomes.

Qualificações

• Strong communication and interpersonal skills.
• Genuine interest in financial services and helping clients protect what matters most.
• Self-motivated, proactive and target-driven.

Responsabilidades

• Contact existing mortgage clients to discuss protection options.
• Build relationships and communicate benefits of protection reviews.
• Qualify needs and arrange appointments for detailed consultations.
• Maintain client records in CRM accurately and timely.
• Collaborate with Protection Advisers for a seamless handover and client experience.

Conhecimentos

Communication skills

Interpersonal skills

Motivated

Detail-oriented

Ferramentas

CRM software

Descrição da vaga

Foxtons, in partnership with Alexander Hall, offers a Financial Services Trainee role that supports clients in understanding protection needs while working with Protection Advisers. The programme provides structured progression toward a qualified Protection Adviser with a strong focus on development and learning.

Success hinges on effective client communication, proactive learning, and a commitment to delivering excellent customer outcomes.