Senior Financial Services Trainer

Henlee Resourcing & Consulting Limited; Birmingham; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A dynamic recruitment consultancy in the UK seeks a Senior Financial Services Trainer to develop and deliver engaging training within their Wealth Management division. The ideal candidate will hold an IFA Level 4 Diploma and have practical experience in wealth training and financial advice. This role involves substantial travel, engaging with various stakeholders, and fostering the integration of new advisers. Competitive compensation with great benefits is offered.

Benefits

£4,200 Car Allowance

10% bonus

Great benefits and career prospects

Qualifications

• Practical experience in wealth training.
• Ability to adapt to different audiences.
• Experience in providing financial advice.

Responsibilities

• Develop and deliver training materials.
• Conduct training needs analysis.
• Manage key stakeholders and build relationships.

Skills

Training delivery

Stakeholder management

Training needs analysis

Compliance knowledge

Education

IFA Level 4 Diploma

Job description

Senior Financial Services Trainer

Field Based – with regular travel to Swindon and various UK sites (30% Travel)

£50,000 + £4,200 Car Allowance + 10% bonus + Great benefits, scope and career prospects

Our Ref: ADW00591

This field-based role involves developing and delivering both soft skills and regulatory training within their Wealth Management division. You will deliver engaging training and coaching across adviser skills, compliance and business development, mentoring individuals through their development journey and supporting the integration of new financial advisers into the business.

Specific duties will include:

• Conducting training needs analysis
• Designing and delivering training materials
• Creating and administering tests, assessments and licensing processes
• Consulting with and managing key stakeholders while building strong business relationships
• Maintaining your competence in all matters related to this role
• Contributing to and supporting any projects or new initiatives as they arise

To succeed in this role, you must hold the IFA Level 4 Diploma and have practical experience in wealth training, ideally with a background in providing wealth financial advice.

In addition, you will be able to work under your own initiative, adapt effortlessly to different audiences, bring energy and enthusiasm to all training activities, respond quickly to the needs of the business (often while working away from home), and consistently project a highly professional image alongside excellent training delivery skills.

This is a fantastic opportunity to join a dynamic, growing organisation where you’ll have the platform to make a genuine impact and be part of something really exciting! If you are looking for a challenging role in an organisation undergoing rapid growth and can demonstrate the above capabilities, we are keen to hear from you.

Henlee Resourcing is a specialist human resources recruitment consultancy operating across the South / West and M3 / M4 / M5 corridors.