Financial Services Tutor

Davies; United Kingdom; Remote; GBP 35,000 - 45,000; Full time

Job summary

A leading training organization is seeking a passionate Trainer in Financial Services to provide high-quality training to learners. This role involves creating engaging content and working closely with teams to enhance learning outcomes. The successful candidate must possess comprehensive financial services experience and the CII Diploma in Regulated Financial Planning. This primarily home-based position allows for some face-to-face training, making it ideal for those who thrive in dynamic environments.

Qualifications

• Comprehensive Financial Services experience is essential.
• The CII Diploma in Regulated Financial Planning is a must.
• Understanding Apprenticeships and vocational qualifications is required.

Responsibilities

• Ensure high-quality workshop delivery across commercial programmes.
• Support learners in passing their exams on time.
• Maintain technical knowledge for the best learner experience.
• Work with workshops team to align delivery with learner journeys.
• Collaborate with Product team on content evolution.
• Continue pedagogical development to maintain high teaching standards.
• Maximise business development opportunities with Client Success team.
• Deliver high-quality bespoke training aligned to commercial needs.

Skills

Comprehensive Financial Services experience

CII Diploma in Regulated Financial Planning

Understanding of vocational qualifications including Apprenticeships

Confident in the creation and delivery of learning material/workshops

Experience of working within a regulatory environment (Ofsted/ESFA, CII)

Excellent written communication, administration and time-management skills

Enthusiastic individual who delivers energising training sessions

Student-centric with a genuine passion for education

Good influencing/motivating skills

Flexibility to support delivery outside of normal hours

Job description

Trainer, Financial Services

Application Deadline: 8 December 2025

Department: Consulting

Employment Type: Permanent - Full Time

Location: Home United Kingdom

Reporting To: Matthew Sibley

Description

The primary goal of the Trainer, FS at Davies Professional Education is to support learners to achieve their technical qualifications. As such, it's critical that the successful candidate be passionate about inspiring learners and delivering high-quality training. Acting as a Financial Services SME, you will create and deliver exemplarily training content to both apprentices and commercial programme students. Complementary to the above, you will also work closely with the Client Success team to support business improvement, and new business development opportunities. This role is primarily home-based but will require some face-to-face training and reports into the Bespoke Education Training Manager.

Key Responsibilities

• Ensure workshop delivery is of the highest standard across commercial and government funded programmes, in-line with our quality assurance framework and stakeholder expectations.
• Ensure learners are passing their exams timely, reducing/avoiding delays on their apprenticeship/commercial programmes.
• Maintain up to date technical knowledge and skills to provide learners with the best experience possible, taking regular exam resits if required.
• Work closely with the workshops team to effectively plan when delivery will take place in line with learner journeys.
• Work closely with the Product team to ensure content is continually evolving and the latest material and resources are accessible on the VLE.
• Maintain pedagogical development to ensure your teaching practice always remains at the highest standard.
• Work closely with the Client Success team to maximise business development opportunities.
• Provide high-quality bespoke training and support aligned to commercial propositions

Skills, Knowledge & Expertise

• Comprehensive Financial Services experience
• Personally qualified up to CII Diploma in Regulated Financial Planning, a must!
• Understanding of vocational qualifications including Apprenticeships
• Confident in the creation and delivery of learning material / workshops.
• Experience of working within a regulatory environment (Ofsted/ESFA, CII)
• Experience of working with IT systems and creating webinars and e-learning content
• Excellent written communication, administration and time-management skills.
• An enthusiastic individual who delivers energising and engaging training sessions
• Student-centric with a genuine passion for education
• Good influencing/motivating skills
• Ability to be flexible if required to support delivery outside of normal working hours