Senior Financial Services Trainer - Wealth Management

Henlee Resourcing; Swindon; Hybrid; GBP 42,000 - 50,000; Full time

Job summary

A leading financial services organization in Swindon is seeking a Senior Financial Services Trainer for their Wealth Management division. This role involves developing and delivering training, conducting needs analysis, and mentoring new advisers. The ideal candidate should possess the IFA Level 4 Diploma and have experience in wealth training. A competitive salary with benefits is offered, along with a hybrid working model.

Benefits

£4,200 Car Allowance

10% bonus

Great benefits

Qualifications

• Practical experience in wealth training.
• Ability to work under initiative and adapt to different audiences.
• Excellent training delivery skills.

Responsibilities

• Conduct training needs analysis.
• Design and deliver training materials.
• Facilitate workshops.
• Create and administer assessments.
• Manage stakeholders and build relationships.
• Support projects and new initiatives.

Skills

Training delivery

Communication skills

Stakeholder management

Adaptability

Education

IFA Level 4 Diploma

Job description

Overview

Senior Financial Services Trainer - Wealth Management
Swindon - Hybrid. Some UK travel
£50,000 + £4,200 Car Allowance + 10% bonus + Great benefits, scope and career prospects
Our Ref: ADW00591

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.

Based in their fabulous new head office in Swindon, this 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

Specific duties will include:

• 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