Financial Planning Operations Trainer (Hybrid, Growth)

ReQuire COnsultancy LTD; Southampton; Hybrid; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Hybrid working

33 days holiday

Study assistance

Pension

Life assurance

Income protection

Flexible benefits

Job summary

ReQuire Consultancy Ltd, partnering with a respected independent financial planning and wealth management firm, is hiring a Financial Planning Operations Trainer for their expanding Financial Planning Training Team.

The role focuses on onboarding, training and upskilling advisers, paraplanners and support staff across the business, ensuring mastery of the firm’s financial planning systems and compliance processes. Hybrid working and progression are offered.

Qualifications

• 3+ years in paraplanning, planning support or planning administration.
• Strong understanding of the advice process, suitability reporting and client servicing.

Responsibilities

• Deliver onboarding for new starters and refresher training for existing colleagues.
• Support the integration of teams joining the firm through acquisition, including discovery visits to understand how they currently work.
• Deliver process and system training one-to-one and in groups, both face-to-face and remotely.
• Act as super user and trainer on the firm’s core back-office and planning systems.
• Identify knowledge and skills gaps, and design training to close them.
• Document SOPs for core financial planning processes with Advice Quality team.
• Create and maintain training content in the LMS.
• Assess competence after training and provide feedback.
• Keep training records accurate and up to date.

Education

DipFA/DipPFS (Level 4)

Tools

LMS experience

Microsoft Office

Job description

ReQuire Consultancy Ltd, partnering with a respected independent financial planning and wealth management firm, is hiring a Financial Planning Operations Trainer for their expanding Financial Planning Training Team.

The role focuses on onboarding, training and upskilling advisers, paraplanners and support staff across the business, ensuring mastery of the firm’s financial planning systems and compliance processes. Hybrid working and progression are offered.