Trainee Protection Adviser

Are you looking for an opportunity to build a new career in financial services? We’re offering a unique pathway where you’ll begin in an administration/ support role, learn the industry from the ground up, and within a 3–6-month period progress into a self-employed Protection Adviser role, which opens a whole host of opportunities. You will receive full mentorship and ongoing support/guidance form the business owner. About us The Glenfield Partnership Limited prides itself on providing personal and corporate financial advice to suit our clients' needs. With a strong base in Lincoln, we strive to treat clients fairly by offering high quality advice and an efficient, cost-effective service. The opportunity This role is ideal for someone who wants to retrain, start or progress their career within financial advice. You will be working alongside the firms Practice Principal with full training and mentorship provided. You must have a passion for customer service, be motivated and have an ambition to grow into a self-employed adviser role. You will progress from Administrator → Trainee Protection Adviser → Self-Employed Adviser. Phase 1: Administration duties – supporting 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: 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: 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. The benefits A clear progression pathway. Comprehensive training and ongoing mentoring. Initial financial support to help you transition into a self-employed position. Competitive splits – 70% on self-generated, 50% on leads provided. Access to establish client base to support your endeavours and some leads provided. Supportive team environment with compliance and back-office support. What will you need to succeed? Strong organisational skills and attention to detail. 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. This Glenfield Partnership are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

Location: Woodhall Spa, UK, GB

Posted Date: 9/6/2025