Protected Trust Services
Onboarding Administrator

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Job Title: On-Boarding Administrator
Location
Sunderland (office-based)
Company
Protected Trust Services (PTS)
Contract Type
Full-Time, Permanent
Salary
Competitive
About Us
Protected Trust Services (PTS) is a leading name in the travel industry, providing financial protection and regulatory support to travel businesses across the UK. We help our members trade confidently and compliantly, backed by robust systems, expert guidance, and a personalised service.
Due to continued growth, we’re looking for a highly organised and personable On-Boarding Advisor to join our friendly team in our Sunderland office. You'll be working closely with the team to deliver a seamless onboarding experience to new PTS members.
The Role
As an On-Boarding Advisor, you’ll play a key part in the early stages of the member journey, from assessing new member applications and issuing contracts to gathering key business information and conducting handover calls via Teams or in person.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
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Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
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Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
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Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
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This is a fast-paced, people-focused role ideal for someone with excellent organisation skills, a keen eye for detail, and a passion for delivering great service.
Key Responsibilities
- Support the New Member Manager in onboarding new clients
- Review applications and assess key details, including compliance documentation
- Issue contracts and manage the collection of member information
- Maintain clear, up-to-date records in internal systems
- Conduct Teams or face-to-face calls to hand over and guide new members
- Liaise with internal teams to ensure a smooth transition into the PTS network
- Help troubleshoot and guide members through early queries and setup
- Assist in improving onboarding workflows and member communications
Desirable
- Highly organised with strong attention to detail
- Friendly, professional, and confident on the phone, Teams, and in person
- Strong administrative skills and experience working in a process-driven role
- Excellent written and verbal communication
- Self-motivated, with a proactive and supportive approach
- Travel industry experience is highly desirable but not essential
- Comfortable using Microsoft Office, CRM platforms, and digital tools


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What We Offer
- A supportive, close-knit team culture
- Opportunities to grow within a trusted and expanding travel services company
- Training and development to help you succeed in your role
- Competitive salary, based on your experience and skills
- Company pension
- On-site parking
- Bike to Work Scheme
If you’re a people-person who loves organisation, thrives in a collaborative environment, and wants to support travel businesses on their journey, we want to hear from you.
To apply, send your CV and a short cover letter to emma.collis@protectedtrustservices.com
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