Operational Excellence Trainer & Onboarding Specialist

AFH Financial Group; United Kingdom; Hybrid; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Flexible working

Generous holidays

Pension scheme

Annual bonus

Learning & development

Health benefits

Salary sacrifice schemes

Job summary

AFH Wealth Management is seeking an Operational Excellence Trainer to design, deliver and maintain training across Client Service and Investment Service teams, ensuring new starters and existing staff understand end-to-end processes and how teams collaborate for client outcomes.

The role involves travel to offices, live and virtual delivery, creating materials, coaching colleagues, and continuous improvement of training content in line with regulatory requirements.

Qualifications

• Experience designing and delivering operational, systems or process training in financial services.
• Ability to create digital training assets and use LMS tools.
• Strong communication and ability to train mixed audiences.

Responsibilities

• Design and maintain training materials and assessments.
• Deliver onboarding and ongoing training to clients and staff.
• Collaborate with leaders to identify training needs and improve processes.

Skills

Training design

Facilitation

Stakeholder management

Learning delivery

Change management

Tools

Articulate 360

LMS

Canva

Job description

AFH Wealth Management is seeking an Operational Excellence Trainer to design, deliver and maintain training across Client Service and Investment Service teams, ensuring new starters and existing staff understand end-to-end processes and how teams collaborate for client outcomes.

The role involves travel to offices, live and virtual delivery, creating materials, coaching colleagues, and continuous improvement of training content in line with regulatory requirements.