Financial Services Training Improvement Consultant

The National Farmers Union Mutual Insurance Society Limited; Stratford-upon-Avon; Hybrid; GBP 44,000 - 50,000; Full time

Job summary

A leading financial services company in Stratford-upon-Avon is seeking a Financial Services Training Improvement Consultant. This pivotal role involves designing and delivering training to enhance the skills of team members, supporting changes in processes and systems, and ensuring compliance with regulatory standards. The ideal candidate will have substantial experience in financial services, excellent communication skills, and a collaborative approach. The offer includes a competitive salary, bonus, and flexible work arrangements.

Benefits

Salary of £44,000 to £50,000

Annual bonus up to 17.5%

Contributory pension scheme

25 days annual leave plus bank holidays

Family Friendly policy

Gym membership contribution

Health and wellbeing plan

Employee Volunteering opportunities

Refer a Friend bonus

Life Assurance cover

Employee discounts on insurance policies

Qualifications

• Experience in providing support and/or training in financial services.
• Ability to work efficiently and deliver process improvements.
• Good understanding of tax and financial planning.

Responsibilities

• Design and deliver training for the Financial Services division.
• Support changes to Life Sales processes and systems.
• Identify issues and propose mitigation plans efficiently.

Skills

Experience working in Financial Service functions

Technical understanding of financial services regulatory regimes

Business process improvements

Understanding of tax and Financial Planning solutions

Using Training software - ideally Articulate

Interpersonal and communication skills

Collaborative work within a team

Job description

Financial Services Training Improvement Consultant

• Provide training across NFU Mutual's Financial Services division
• Enjoy a varied role, including undertaking project work and process improvement opportunities
• Informal hybrid working arrangements on offer – you will need to be based at our Stratford‑Upon‑Avon head office on average circa 2 to 3 days per week (but this will depend on training requirements, so will be varied!)

About the role As a Financial Services Training Improvement Consultant, you'll play a pivotal role in developing, implementing, and continually improving training for our Financial Services (FS) division. You'll also work closely with colleagues across various departments to support the Life advice proposition and ensure compliance. You'll be responsible for:

Responsibilities

• Designing and delivering training to equip users with the knowledge to implement changes confidently and in line with company advice standards
• Supporting changes to Life Sales processes, systems (including Point of Sale), modelling tools, and documentation to support effective and compliant advice delivery
• Identifying and reporting on issues and risks, proposing mitigation plans in line with audit and regulatory requirements
• Delivering short-term projects and activities to agreed standards

Qualifications & Experience

• Experience working in Financial Service functions, offering support and/or training
• Significant technical understanding of financial services regulatory regimes, including COBS
• Ability to deliver business process improvements and an efficient approach to your work
• A good understanding of tax and Financial Planning solutions and products
• Prior knowledge of using Training software – ideally Articulate
• Excellent interpersonal and communication skills
• Ability to work collaboratively within a team and across departments

We're one of the UK's leading general insurance and financial services companies. For over 110 years we've put our customers at the heart of everything we do. Our people are just as important to us. We pride ourselves on being "a great place to work" and our Gallup Exceptional Workplace 2025 award was not only awarded with Distinction but also named us as the first UK-based company to receive a Gallup Exceptional Workplace for ten years in a row. We are also the only Insurer to feature in the LinkedIn Top 15 Companies 2025 list of "Best midsize employers to grow your career in the UK", the Glassdoor Best Places to Work UK List 2023 and 2024, and were recognised as a certified UK Top Employer by the Top Employers Institute in 2023, 2024 and 2025. We offer a supportive culture where we empower and inspire our people to perform, offer them opportunities to grow, and recognise and reward their contribution. Our people are proud to work for a company that respects them and their communities, and they trust us to be financially sustainable, so we are successful now and in the future.

At NFU Mutual, we support an inclusive workplace and value all the differences that make us unique. We celebrate the creativity and innovation that comes from diverse perspectives and experiences and share a common vision of doing the right thing for our customers and employees. We recognise that some candidates may experience barriers during the recruitment process. So, we encourage candidates to discuss any adjustments or accommodations they need to be the best they can be throughout our recruitment process. We're proud to be a Disability Confident Employer, a Race at Work and Women in Finance Charter signatory and welcome applications from people of all backgrounds, regardless of age, ethnicity, disability, neurodiversity, gender, religion, marital status, sexual orientation, or socioeconomic background.

Benefits and Rewards

• Salary of £44,000 to £50,000
• Annual bonus (up to 17.5% of salary)
• Contributory pension scheme, up to 20%, including your 8% contribution
• 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme
• A Family Friendly policy that helps you balance your work and family responsibilities
• Access to savings at High Street brands, travel and supermarkets
• £20 contribution to a monthly gym membership - subject to T&Cs
• Health and wellbeing plan - cashback for dentist, opticians, physio and more
• Access to voluntary benefits, including health assessments, private medical insurance and dental insurance
• Employee Volunteering - volunteer in the community for one day each year
• Unlimited access to Refer a Friend £500 bonus scheme
• Life Assurance cover of 4 x salary
• Employee discounts of 15% on a range of NFU Mutual insurance policies.
• Salary sacrifice employee car scheme - subject to eligibility

Working at NFU Mutual