Senior Financial Services Trainer

Henlee Resourcing & Consulting Limited; Swindon; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A dynamic recruitment consultancy based in the UK is seeking a Senior Financial Services Trainer to develop and deliver training in their Wealth Management division. The role involves conducting training needs analysis, designing materials, and coaching financial advisers. The ideal candidate must hold an IFA Level 4 Diploma and have relevant practical experience. This position offers competitive compensation and the chance to make a significant impact in a growing organization.

Benefits

£4,200 Car Allowance

10% bonus

Great benefits

Qualifications

• Practical experience in wealth training.
• Background in providing wealth financial advice.

Responsibilities

• Conduct training needs analysis.
• Design and deliver training materials.
• Create and administer tests and assessments.
• Consult with and manage key stakeholders.
• Maintain competence in all matters related to the role.
• Support new initiatives as they arise.

Skills

Training delivery skills

Stakeholder management

Adaptability to different audiences

Initiative

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.