FS Training & Process Improvement Consultant

NFU Mutual; Stratford-upon-Avon; Hybrid; GBP 44,000 - 50,000; Full time

Job summary

A leading insurance and financial services firm in Stratford-upon-Avon seeks a Financial Services Training Improvement Consultant to enhance training initiatives within their team. This role involves designing impactful training, collaborating with various departments, and ensuring compliance with industry regulations. Ideal candidates will possess a QCF Level 4 qualification and have expertise in financial services, alongside excellent communication skills. The position offers a hybrid work arrangement, contributing to a supportive and inclusive workplace culture.

Benefits

Salary of £44,000 to £50,000

Annual bonus (up to 17.5% of salary)

Contributory pension scheme up to 20%

25 days annual leave + bank holidays

Family Friendly policy

Monthly gym membership contribution

Health and wellbeing plan

Employee Volunteering days

Refer a Friend bonus scheme

Life Assurance cover of 4 x salary

Employee discounts on insurance policies

Salary sacrifice employee car scheme

Qualifications

• QCF Level 4 Qualified (Diploma in Financial Planning) is required.
• Strong background working within a Financial Services / Advisory setting.
• Motivated and proactive mindset needed for a fast-paced training environment.

Responsibilities

• Design and deliver training to implement changes confidently.
• Support changes to Life Sales processes and documentation.
• Identify and report on issues and risks, propose mitigation plans.
• Deliver short-term projects and activities to agreed standards.

Skills

Experience working in Financial Service functions

Technical understanding of financial services regulatory regimes

Ability to deliver business process improvements

Good understanding of tax and Financial Planning solutions

Knowledge of Training software - ideally Articulate

Excellent interpersonal and communication skills

Ability to work collaboratively

Education

QCF Level 4 Qualified (Diploma in Financial Planning)

Job description

A leading insurance and financial services firm in Stratford-upon-Avon seeks a Financial Services Training Improvement Consultant to enhance training initiatives within their team. This role involves designing impactful training, collaborating with various departments, and ensuring compliance with industry regulations. Ideal candidates will possess a QCF Level 4 qualification and have expertise in financial services, alongside excellent communication skills. The position offers a hybrid work arrangement, contributing to a supportive and inclusive workplace culture.