Financial Services Trainer - Academy

Gallery of Pets; Swindon; Hybrid; GBP 50,000; Full time

Job summary

A dynamic financial services company in Swindon is seeking a Senior Financial Services Trainer to design and deliver training for adviser candidates. The role requires coaching experience and knowledge of FCA guidelines. The company offers a competitive salary of £50,000, a 10% bonus scheme, and comprehensive benefits. Join a supportive environment recognized as one of the Best 100 Large Companies to work for in 2022.

Benefits

10% bonus scheme

Pension scheme with employer match

27 days holiday + bank holidays

Private medical insurance

Dental insurance

Qualifications

• Proven experience in designing and delivering training.
• Experience as a Financial Adviser is advantageous.
• Track record in coaching, mentoring, or sales management.

Responsibilities

• Determine coaching and development support levels for candidates.
• Design and deliver training on prospecting and presentation skills.
• Serve as the primary contact for candidates and firms.

Skills

Coaching and mentoring

Training design and delivery

Excellent planning and organizational skills

Knowledge of FCA guidelines

Education

Level 4 Diploma qualification

Mortgage qualification

Chartered status (preferred)

Job description

Senior Financial Services Trainer - Academy

Location: Swindon (hybrid)

Salary: £50,000

Benefits:

• Salary - £50,000
• Bonus scheme - on target bonus - 10%
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Income protection - 1x salary
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
• A range of other flexible benefits including private medical insurance, dental insurance, and more

Key Accountabilities:

1. Determine coaching and development support levels for candidates during all phases of the Academy program to ensure effective progress.
2. Design and deliver training on prospecting, fact-finding, and presentation skills to adviser candidates and firms.
3. Serve as a primary contact for candidates and firms requiring developmental support during their initial months.
4. Review and monitor business plans to drive results post-appointment.
5. Assess potential candidates for suitability.
6. Provide mentorship and support to firms to enhance candidate success and foster supportive partnerships.
7. Identify and support growth opportunities for firms and external entrants within the adviser population.

Requirements:

• Level 4 Diploma qualification and Mortgage qualification; Chartered status preferred.
• Proven experience in designing and delivering training and facilitation.
• Experience as a Financial Adviser is advantageous.
• Track record in coaching, mentoring, or sales management with demonstrable results.
• Willingness to travel across the UK as needed.
• Excellent planning and organizational skills with the ability to manage multiple tasks.
• Good knowledge of FCA guidelines.
• Ability to communicate the Business School’s vision and curriculum with enthusiasm.
• Understanding of the adviser proposition and population.

About Us:

We are a dynamic, fast-paced, growing business committed to investing in our colleagues and fostering an inclusive culture. Recognized as one of the Best 100 Large Companies to work for in 2022, we value individuality and strive to create a supportive environment where everyone can thrive. We believe in making a difference and ensuring that race, religion, disability, and gender are never barriers to success.