Job Description
Here’s how the job details align with your profile.
Job type
Full-time
Shift and schedule
Monday to Friday
Holidays
Location
40 Broad Street, Bristol BS16 5NS
Full job description
Opportunity information
Salary £21500 per year
Duration 15 months
Advert closing date 30/04/2026
Description
Managing risk and arranging the appropriate insurance for SMEs is key to their survival. You will become their trusted advisor, helping them navigate their risks by offering unrivalled advice on how to protect those risks through insurance.
80% of your time (4 days) will be on the job training (at 40 Broad Street, Staple Hill, BS16 5NS), including:
Observing the team both in the office and at client meetings
Speaking to small businesses about their risks and advising on insurance covers
Data entry – inputting client details into appropriate insurer quote engines
Negotiating with insurers to ensure you tailor covers to meet the client’s needs
Regular contact with clients and amending their insurances to stay relevant to the changes in their business
Managing claims to ensure a positive outcome for our clients
Attending networking events remotely and across the Southwest to get to know the local small business community
Assisting with procedure manuals and templates for future learners
Writing thought pieces for social media to build brand reputation
Involvement in the Chartered Insurance Institute/BIBA to promote the profession
Entry requirements
GCSE in:
English (grade Grade 4-9 (C-A*) or equivalent)
Maths (grade Grade 4-9 (C-A*) or equivalent)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Training to be provided
Knowledge is one of our core values. As such, this will be a circa 3-year programme starting with a 15-month programme to achieve the Certificate level qualification and then a second programme of circa 20 months to get to the Diploma. The qualifications to earn include;
CILA Certificate in Insurance
CII Certificate in Insurance
CII Certificate in London Markets Insurance
Your working week:
20% of your time (1 day) will be spent studying remotely including:
Reading/researching and writing assignments/attending exams with a focus on the general insurance marketplace, insurance law, accounting principles, governance as well as how insurance products operate including liabilities and property damage/business interruption.
Attending seminars and workshops including those provided by your trainer, insurers, and the Chartered Insurance Institute.
The reamining 80% of your time (4 days) will be on the job training (at 40 Broad Street, Staple Hill, BS16 5NS).
Things to consider
25 days holiday plus Bank Holidays
Skills required
Array
Future prospects
As you demonstrate a commitment to the role and the learning, you will be assigned a book of clients to work with, which you will grow working alongside a new apprentice, who will start where you did. You will support them on that journey, and they will support you in turn.
Hours per week 37.5
Working week Monday -Friday (8.45am-5.15pm)
Apprenticeship standard Insurance practitioner (Level 3)
Bristol, Gloucestershire, England, BS16 5NS
💡 Quick Summary
Seeking a career-building opportunity? The Insurance & Risk Advisor Apprenticeship position is now open for candidates interested in the Operations Executive Jobs sector. This role in Bristol offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.