Paraplanning Excellence Trainer (Hybrid) - Shape Client Outcomes

AFH Financial Group; Bromsgrove; Hybrid; GBP 42,000 - 60,000; Full time

Benefits offered by this job

Flexible working

Pension

Bonus scheme

Health and wellbeing

Shopping discounts

Salary sacrifice schemes

Loyalty Bonus Scheme

Social perks

Professional development

Job summary

AFH Wealth Management in Bromsgrove is seeking a Paraplanning Excellence Trainer to design, deliver and embed high-quality training across the paraplanning function. You will equip colleagues with technical knowledge, processes and confidence to deliver compliant client and adviser outcomes.

The role involves delivering training face to face and virtually, creating digital assets with Articulate 360, Vyond and Canva, and collaborating with compliance, training colleagues and stakeholders to

Qualifications

• Experience delivering engaging training sessions face to face and virtually.
• Paraplanning/financial planning operations experience.
• Technical knowledge of financial planning process and compliance requirements.
• Ability to design creative digital assets and training toolkits (Articulate 360, Vyond, Canva).
• Experience using an LMS to manage training delivery and tracking.

Responsibilities

• Design, develop and maintain paraplanning training materials covering processes, systems, technical knowledge and compliance.
• Deliver structured process training to new and existing staff, ensuring understanding of end-to-end workflows and documentation.
• Deliver training face to face, virtually, and at other sites.
• Cover core paraplanning process areas including suitability reports and research standards.
• Travel to different offices to support acquisitions and onboarding.

Skills

Training delivery

Paraplanning/financial planning

Financial process knowledge

Digital training design

LMS experience

Regulatory knowledge (FCA)

Training coaching/mentoring

Level 4 Diploma in Financial Planning

Education

Level 4 Diploma in Financial Planning

Tools

Articulate 360

Vyond

Canva

LMS

Job description

AFH Wealth Management in Bromsgrove is seeking a Paraplanning Excellence Trainer to design, deliver and embed high-quality training across the paraplanning function. You will equip colleagues with technical knowledge, processes and confidence to deliver compliant client and adviser outcomes.

The role involves delivering training face to face and virtually, creating digital assets with Articulate 360, Vyond and Canva, and collaborating with compliance, training colleagues and stakeholders to