Job Description

The opportunity

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 3 months progress into a

Trainee

Protection Adviser

role, 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.

Trainee Protection Adviser (Part-Time with Self-Employed option after 3 months) - 15 hours per week @ 12.50 ph. (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

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 (0-3 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 month 3):

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 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.

What will you need to succeed?

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.

Why 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.