Operational Excellence Trainer: Onboarding & Process Wins

AFH Financial Group; Bromsgrove; Hybrid; GBP 38,000 - 48,000; Full time

Benefits offered by this job

Flexible working

Annual bonus

Pension scheme

Health & wellbeing benefits

Learning & development programmes

Employee recognition

Job summary

AFH Wealth Management seeks an Operational Excellence Trainer to design, deliver and maintain training for client service and investment service teams. The role focuses on onboarding, process clarity and consistent, high-quality service delivery.

Travel to multiple offices is required, with some virtual delivery. Strong digital skills, LMS experience and stakeholder collaboration are essential for improving efficiency and client outcomes.

Qualifications

• Experience designing and delivering operational, systems or process training in financial services or regulated environments.
• Ability to design creative digital assets and training toolkits using modern tools.
• Experience using an LMS to hold, deliver and monitor training; familiarity with Kallidus is desirable.
• Strong understanding of processes, service standards and consistent execution across teams.
• Confident facilitator able to train mixed audiences including new starters and advisers.

Responsibilities

• Design, develop and maintain training materials, guides and assessments for operations and client service.
• Deliver onboarding and role-specific training to new starters and staff across locations.
• Provide coaching and remedial support to raise competence and performance.
• Collaborate with leaders to identify gaps and improve training across sites.
• Maintain training records, track attendance and feedback for governance.

Skills

Training design

Training delivery

Digital asset creation

LMS proficiency

Stakeholder management

Facilitation

Tools

Articulate 360

Vyond

Canva

Kallidus (LMS)

Job description

AFH Wealth Management seeks an Operational Excellence Trainer to design, deliver and maintain training for client service and investment service teams. The role focuses on onboarding, process clarity and consistent, high-quality service delivery.

Travel to multiple offices is required, with some virtual delivery. Strong digital skills, LMS experience and stakeholder collaboration are essential for improving efficiency and client outcomes.