Technical Trainer: Mortgages & Financial Planning

2136GB00 Howden UK Brokers Limited; City Of London; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Howden Group Holdings is seeking a Technical Trainer (Mortgages & Financial Planning) to develop knowledge, skills and confidence across our Mortgage and Financial Planning teams. You will design and deliver regulatory and sales training to support individual development and excellent client outcomes.

You will lead induction, create high-quality learning materials, and partner with Compliance, HR and business leaders to ensure learning stays aligned with regulatory priorities and business goals.

Qualifications

• Experience in technical training, learning & development, coaching or competence within financial services.
• Holds a recognised mortgage qualification (CeMAP) and a Level 4 Financial Planning qualification (or equivalent).
• Strong technical knowledge of mortgages and/or regulated financial planning.
• Experience supporting competence assessments, coaching and professional development.
• Ability to build strong stakeholder relationships and drive learning outcomes.

Responsibilities

• Designing and delivering technical, regulatory and sales learning through workshops, virtual training and blended learning.
• Leading induction and onboarding programmes for new colleagues.
• Creating and maintaining high-quality learning materials, assessments and digital resources.
• Supporting supervisors with competence assessments, observations, role plays and coaching activity.
• Delivering targeted development interventions to close knowledge or performance gaps.
• Helping colleagues achieve and maintain professional competence standards and qualifications.
• Analysing learning and competence data to identify trends and improvement opportunities.
• Collaborating with Compliance, HR, Supervisors and leaders to keep learning aligned with regulatory requirements.
• Contributing to a culture of continuous learning and outstanding client outcomes.

Skills

Technical training

Learning & development

Coaching

Stakeholder management

Education

CeMAP qualification

Level 4 Financial Planning qualification

Job description

Howden Group Holdings is seeking a Technical Trainer (Mortgages & Financial Planning) to develop knowledge, skills and confidence across our Mortgage and Financial Planning teams. You will design and deliver regulatory and sales training to support individual development and excellent client outcomes.

You will lead induction, create high-quality learning materials, and partner with Compliance, HR and business leaders to ensure learning stays aligned with regulatory priorities and business goals.