Advice Training Consultant

Phoenix Group; City of Edinburgh; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A leading financial services provider based in Edinburgh is seeking an Advice Training Consultant. The role involves designing and delivering complex technical training and evaluating its effectiveness in a regulated environment. The ideal candidate will have experience in creating training plans, strong relationship-building skills, and the ability to translate complex information into training materials. This position offers flexible working and competitive benefits, including a salary starting from £55k.

Benefits

16% bonus up to 32%

Private medical cover

38 days annual leave

Excellent pension plan

Career breaks

Income protection

3x volunteering days

Qualifications

• Experience in designing complex technical training in a regulated environment.
• Ability to translate complex technical information into clear training materials.
• Strong relationship-building skills with stakeholders.

Responsibilities

• Design, deliver and evaluate technical training for new entrants.
• Assess training needs and implement training plans for advisory teams.
• Build strong relationships to shape training needs collaboratively.

Skills

Designing training materials

Relationship-building

Evaluating training effectiveness

Coaching

Job description

Overview

Job Type: Permanent

Location: Edinburgh Hybrid

Flexible working: All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about Phoenix Flex here.

Closing Date: 30th September

Salary and benefits: From £55k, plus 16% bonus up to 32%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more

Who are we?

We want to be the best place that any of our 6,600 colleagues have ever worked.

We’re Phoenix Group, we’re a long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.

The role

As our Advice Training Consultant, you will be responsible for the scoping, design, delivery and implementation of our advice training to ensure our advisors are equipped to fulfil the requirements of their role and provide good customer outcomes.

You will lead the scoping and design of our advice training offering, using your technical expertise and experience of training and coaching to translate complex technical information into training plans, training material and supporting documents for our advice teams.

As a confident facilitator and experienced coach, you will play a key role in supporting our advice managers and financial advisors through all stages of their competence journey. Your role will involve training our new advisors to attain competence, alongside supporting the advice manager with oversight for advisors reattaining competent advisor status, ultimately providing high quality advice and good customer outcomes.

Responsibilities

• Design, deliver and evaluate complex technical training and development material and initiatives, at individual and group level in a highly regulated environment for new entrants and upskills
• Be responsible for assessing the training needs of the financial advice operation; creating the training plans, alongside the development, execution and evaluation of all technical and skills based training and development activity for advisors
• Develop consistent standards and culture across the business by providing training and development support, including coaching and materials for advisors and advice managers, as well as collaborating across the team and wider business to develop training capability to support the advice and guidance team
• Build strong relationships with key stakeholders to enable a collaborative approach to agree, challenge and collectively shape training needs across advisers and advice managers
• Be responsible for supporting how the Training and Competence framework is applied and implemented, ensuring all evidence is robust and high quality with effective action plans implemented to support advisors attaining or reattaining Competent advisor status

Qualifications and experience

• Experience in designing, delivering and evaluating complex technical training and development material in a regulated environment
• Experience assessing training needs and creating/implementing training plans for financial advisory teams
• Ability to translate complex technical information into clear training materials and coaching resources
• Strong relationship-building skills with stakeholders and cross-functional teams
• Knowledge of Training and Competence frameworks and ensuring robust evidence and action plans

Additional information

We want to hire the whole version of you.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.

If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

We’re reviewing applications as they come in, so apply early to avoid missing out.