Training Lead - Financial and Wealth Advisor Training

Henlee Resourcing & Consulting Ltd; Swindon; Hybrid; GBP 72,000 - 88,000; Full time

Benefits offered by this job

Car Allowance

Excellent Benefits

Job summary

Henlee Resourcing & Consulting Ltd. is partnering with a leading financial services organisation to recruit a capable Training Lead for its Business School / Academy on an initial 12-month fixed-term contract from Swindon.

The role combines strategic learning leadership with hands-on delivery, shaping adviser training and capability development. The ideal candidate will drive training across regulated financial, wealth and mortgage advice, working with senior stakeholders to translate business

Qualifications

• Significant training experience in regulated financial/wealth advice.
• UK Level 4 Diploma required.
• Strong knowledge of regulatory frameworks.
• Proven experience influencing senior stakeholders.
• Demonstrated leadership capabilities.

Responsibilities

• Lead a small team of two and own the adviser training portfolio.
• Shape and deliver learning strategies supporting competence and regulatory readiness.
• Oversee technical, advice and capability development programmes.
• Ensure learning remains commercially relevant and aligned with regulatory changes.

Skills

Training experience

Regulated financial advice

Leading teams

Stakeholder influence

Regulatory knowledge

Education

UK Level 4 Diploma

Job description

Training Lead - Financial & Wealth Advisor Training

Interim 12-Month FTC
Swindon (Hybrid 50%)
Up to £80,000 + £5k Car Allowance + Excellent Benefits & Scope!
Our Ref: ADW00623TL

Henlee Resourcing is partnering with a leading financial services organisation to recruit an experienced Training Lead for its Business School / Academy on an initial 12-month fixed-term contract.

This is a high-profile player-manager role, leading a small team of two and owning the training portfolio for Financial & Mortgage Advisers. You will shape and deliver learning strategies that support adviser competence, professional excellence and regulatory readiness.

Working closely with senior stakeholders, you will oversee technical, advice and capability development programmes, ensuring learning remains commercially relevant, innovative and aligned with the evolving regulatory landscape.

The ideal candidate will have:

• Significant training experience within regulated financial, wealth, mortgage advice (or a similar) environment.
• UK Level 4 Diploma and strong knowledge of training within regulated financial advice.
• A solid understanding of relevant regulatory frameworks.
• Proven experience influencing senior stakeholders and translating business needs into effective learning solutions.
• Strong leadership skills.

This is an excellent opportunity for an ambitious and commercially minded training professional to make a significant impact within a respected financial services organisation.