Advice Training Consultant- Financial Advice

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

Job summary

A leading financial services company is seeking an Advice Training Consultant to design and implement training for financial advisors. This role requires strong regulatory qualifications and expertise in delivering complex training, ensuring advisors can provide quality customer outcomes. The successful candidate will have a significant impact on advisor competence and success within the team.

Benefits

16% bonus

Private medical cover

38 days annual leave

Excellent pension

Career breaks

Qualifications

• Proven experience in designing and delivering complex training material.
• Strong ability to assess training needs in a financial advice context.
• Excellent facilitation skills to train and coach advisors.

Responsibilities

• Scope, design, and implement advice training programs.
• Assess training needs and create effective training plans.
• Support managers and advisors to maintain competence status.

Skills

Technical training delivery

Coaching

Regulatory compliance knowledge

Stakeholder management

Education

Diploma in Financial Planning

Diploma in Regulated Financial Planning

Job description

Job Description

Job Type: Permanent

Location: Any location with quarterly meetings in Edinburgh.

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: 17th October

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.

What are we looking for?

Regulatory Qualifications required; Diploma in Financial Planning or Diploma in Regulated Financial Planning; Relevant CPD records required. Without this you will not be considered.

• 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

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.