Trainee Financial Trainer

S Knights Recruitment; Birmingham; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

S Knights Recruitment is seeking a Trainee Financial Trainer to join a national training provider delivering Apprenticeships across the West Midlands and beyond. The role focuses on guiding learners from enrolment through End Point Assessment for Level 4 Diploma in Financial Advice or Paraplanning.

You will deliver a blend of virtual sessions, coaching and workplace support to help apprentices develop confidence and competence in Financial Services.

Qualifications

• Experience in the Financial Services sector.
• Level 4 qualification in Financial Advice, Regulated Financial Planning or Paraplanning.
• Excellent communication and coaching skills.
• Ability to explain technical financial concepts clearly.

Responsibilities

• Deliver training across Financial Advice and Paraplanning Apprenticeships.
• Coach and support learners through their apprenticeship journey.
• Prepare learners for professional examinations and End Point Assessment.
• Deliver engaging remote and workplace-based learning.
• Monitor learner progress and maintain accurate learner records.
• Develop learning resources and training materials.
• Support learner achievement, retention and progression.
• Work closely with employers and internal quality teams.
• Promote safeguarding, Prevent, Equality, Diversity and Inclusion throughout delivery.
• Ensure apprenticeship and awarding body compliance.

Skills

Financial Services experience

Communication skills

Coaching skills

Education

Level 4 Financial Advice / Paraplanning qualification

Job description

Trainee Financial Trainer

Location: West Midlands / East Midlands

Salary: £35,000 £40,000

Are you an experienced Paraplanner, Financial Adviser, Financial Planning Administrator, or Financial Services professional with a Level 4 Financial Advice or Paraplanning qualification?

Whether you're already delivering training or looking to move out of industry into a rewarding education role, this is an excellent opportunity to use your expertise to develop the next generation of Financial Services professionals.

Join a respected national training provider delivering high-quality Apprenticeships and help learners build successful careers within Financial Advice and Paraplanning.

About the Organisation

You’ll be joining a well-established national training provider specialising in Apprenticeships, Employability and Skills programmes across the UK.

The organisation is recognised for delivering high-quality, employer-focused training that equips learners with the knowledge, skills and behaviours needed to succeed in their careers. With a strong learner-first culture and commitment to quality, you’ll be supported by experienced curriculum and quality teams while developing your own career within the Further Education and Skills sector.

The Role

As a Financial Trainer, you’ll support learners completing the Level 4 Diploma in Financial Advice / Paraplanning Apprenticeship Standard, guiding them from enrolment through to End Point Assessment.

Using your industry knowledge, you’ll deliver engaging learning through a blend of virtual sessions, coaching and workplace support, helping apprentices develop the confidence and competence required to succeed within Financial Services.

Previous training or teaching experience is welcomed but is not essential. If you have strong Financial Services experience and enjoy developing others, we’d love to hear from you.

Key Responsibilities

• Deliver training across Financial Advice, Regulated Financial Planning and Paraplanning Apprenticeships.
• Coach and support learners throughout their apprenticeship journey.
• Prepare learners for professional examinations and End Point Assessment.
• Deliver engaging remote and workplace-based learning.
• Monitor learner progress and maintain accurate learner records.
• Develop learning resources and training materials.
• Support learner achievement, retention and progression.
• Work closely with employers and internal quality teams.
• Promote safeguarding, Prevent, Equality, Diversity and Inclusion throughout delivery.
• Ensure apprenticeship and awarding body compliance.

About You

We’re particularly interested in speaking with professionals currently working in Financial Services who are looking for a new challenge.

Essential

• Experience working within the Financial Services sector.
• A Level 4 qualification in Financial Advice, Regulated Financial Planning or Paraplanning.
• Excellent communication and coaching skills.
• The ability to explain technical financial concepts in a clear and engaging way.
• Strong organisational and IT skills.

Desirable

• Experience delivering training, coaching or mentoring.
• Experience within Apprenticeships, Further Education or the Skills sector.
• Teaching qualification (AET, CTLLS, DTLLS, PGCE or equivalent).
• Assessor qualification (TAQA, CAVA, A1, D32/D33).
• Knowledge of apprenticeship standards, Functional Skills and e-portfolio systems.
• Chartered Financial Planner or CeMAP qualification.

Why Join?

• Excellent opportunity to transition from industry into training.
• Deliver high-quality Financial Services Apprenticeships.
• Flexible blend of remote and workplace delivery.
• Supportive curriculum and quality teams.
• Ongoing CPD and professional development.
• Make a genuine impact by developing the next generation of Financial Advisers and Paraplanners.