Paraplanning Trainer

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

Paraplanning Excellence Trainer

Location: Bromsgrove Head Office with hybrid working

Contract type: Permanent

Hours: Full-time

This is an exciting opportunity to join our team at AFH Wealth Management.

AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.

We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

The role:

The purpose of this role is to play a valuable role in our Operational Excellence Team, as Paraplanning Excellence Trainer. You will be responsible for designing, delivering and embedding high-quality training across the paraplanning function.

The role supports efficient paraplanning practices by equipping new and existing colleagues with the technical knowledge, process understanding and confidence required to deliver excellent client and adviser outcomes.

As our Paraplanning Excellence Trainer, you will typically:

• Design, develop and maintain engaging paraplanning training materials covering business processes, systems, technical knowledge, compliance requirements
• Deliver structured process training to new paraplanning colleagues, acquired teams and existing staff, ensuring colleagues understand end-to-end workflows, handoffs, service standards and documentation requirements
• Delivering training face to face, virtually, and on other sites
• Deliver training on core paraplanning process areas, including suitability report preparation, systems, research standards for all business areas
• Some travel to different offices to support acquisitions, integration activity and the onboarding and coaching of new paraplanning staff
• Monitor the ongoing performance, confidence and success of new starters following induction, identifying further learning needs and providing targeted follow-up support
• Work closely with paraplanning leaders, compliance, training colleagues and operational stakeholders to ensure training content reflects current processes, quality expectations and regulatory requirements
• Deliver timely training updates when business processes, systems, policy requirements or regulation changes.

What we are looking for in our ideal Paraplanning Excellence Trainer:

• Strong experience delivering engaging training sessions face to face and virtually
• Strong experience within paraplanning, financial planning operations or a closely related financial services role
• Sound technical knowledge of the financial planning advice process, including the role of paraplanning in producing robust, compliant and client-focused advice documentation
• Capability to design creative digital assets and training toolkits. Experience of using Articulate 360, Vyond, Canva and other digital design tools
• Experience using an LMS to hold, deliver and monitor training
• Good understanding of relevant regulatory expectations, including FCA requirements, Consumer Duty principles, file quality standards
• Experience of designing and delivering training, coaching or mentoring within a professional services or regulated environment
• Flexible and supportive approach, with a strong commitment to colleague development and high-quality client outcomes
• Level 4 Diploma in Financial Planning, or equivalent

What AFH can offer - Perks & Benefits:

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options as well as your birthday and Christmas Eve off. Plus, additional holiday days for long service.
• Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
• Pension - We offer a contributory pension scheme with Royal London at 5% employer contribution, as well as death-in-service benefit.
• Loyalty Bonus Scheme - AFH employees are thanked for long service with a bonus and additional annual leave at 5, 10, 15 and 20 years’ service. Earning up to an additional 75% of 3 months’ salary with an additional 3-week holiday.
• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
• Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
• Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
• Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go‑to supermarkets, as well as access to free online training courses.
• Salary sacrifice schemes - Various salary sacrifice schemes such as Electric Vehicle Scheme or Charity Giving.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/. If you have any questions about this vacancy please contact the People Resourcing Team on [e-mail]. We look forward to hearing from you!