Senior Financial Services Trainer

Henlee Resourcing; United Kingdom; Hybrid; GBP 50,000; Full time

Job summary

A leading financial services organization in the UK seeks a Senior Financial Services Trainer to develop and deliver training across their Wealth Management division. The ideal candidate should hold an IFA Level 4 Diploma and have practical wealth training experience. This position involves significant travel and offers a competitive salary and benefits package. Your ability to adapt to various audiences and project professionalism is key in this dynamic role.

Benefits

Car allowance

10% bonus

Great benefits and career prospects

Qualifications

• Practical experience in wealth training.
• Ability to adapt to different audiences.
• Strong professional image and training delivery skills.

Responsibilities

• Conduct training needs analysis.
• Design and deliver training materials.
• Facilitate workshops.
• Create and administer tests and assessments.
• Build strong business relationships with stakeholders.
• Support new initiatives as they arise.

Skills

Development and delivery of training

Coaching skills

Stakeholder management

Proficient in soft skills and regulatory training

Education

IFA Level 4 Diploma

Job description

Overview

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

Henlee Resourcing is working in partnership with a leading financial services organisation to recruit a professional Trainer to join their talented Learning & Development team on a permanent basis.

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.

Responsibilities

• Conducting training needs analysis
• Designing and delivering training materials
• Facilitating workshops
• 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

Qualifications

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