Advice Training Consultant- Financial Advice

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

Job summary

A leading financial services company based in the United Kingdom is looking for an Advice Training Consultant. In this role, you will design and deliver training programs for advisors to ensure high-quality customer outcomes. Your ability to translate complex information into effective training plans will be vital. This position offers a salary starting from £55k, along with additional benefits such as a bonus and extensive leave.

Benefits

16% bonus up to 32%

Private medical cover

38 days annual leave

Excellent pension

Career breaks

Income protection

Qualifications

• Experience in designing and delivering training programs.
• Ability to translate technical information into training material.
• Strong coaching and mentoring skills.

Responsibilities

• Scope and design advice training offerings.
• Deliver and implement training for new advisors.
• Support advice managers in overseeing advisor competence.

Skills

Technical expertise

Coaching experience

Facilitation skills

Job description

Overview

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: 30 th 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

We are Phoenix Group, 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. We are a FTSE 100 organisation tackling key issues such as transitioning our portfolio to net zero by 2050.

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.