Training Specialist

JR United Kingdom; Horsham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services group is seeking a Training Manager to ensure partner businesses are equipped with thorough training on the Benchmark proposition. The role involves analyzing training needs, producing training programs, and maintaining training materials to enhance efficiency and collaboration across teams.

Qualifications

• Proven experience in training needs analysis and training programme development.
• Familiarity with financial services, especially in advice and compliance.

Responsibilities

• Responsible for training needs analysis for partner businesses.
• Production of the central training plan covering various financial products.
• Production and ongoing maintenance of training collateral.

Skills

Training needs analysis

Strong communication skills

Presentation skills

Team collaboration

Creating training materials

Job description

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Benchmark Capital is a leading financial services group supporting financial advisers and wealth managers. With innovation at our core, we provide best-in-class technology, compliance support, and investment services to help firms grow and serve their clients effectively. As part of the Schroders Group, we combine financial stability with a forward-thinking, agile environment.

The Role

The primary purpose of this role is to ensure that all roles within our partner businesses are adequately trained on all aspects of the Benchmark proposition. This will help maximise efficiency within their organisations, provide tangible benefits of collaborating with Benchmark, and increase the adoption of our diverse solutions.

Responsibilities

• Responsible for training needs analysis for partner businesses (network/DA/owned)
• Production of the central training plan covering Enable, Fusion, our product set, SIS, network proposition (e.g. mortgages/protection) Training needs to be tailored to the various roles within an advice business – Business owner/Paraplanner/Administrator (Compliance to be covered by Compliance supervisors as current arrangement). Training should be developed in a way that this could be delivered F2F, virtual and ‘on demand’. However there needs to be a focus on the ability to deliver a module F2F within an advisers office
• Production and ongoing maintenance of all training collateral to support the plan
• Ensure that ‘trainers’ are adequately equipped to train on each of the various modules

Experience

• Proven experience in training needs analysis and training programme development.
• Familiarity with financial services, especially in the areas of advice and compliance.
• Strong communication and presentation skills.
• Ability to work both independently and collaboratively within a team.
• Proficiency in creating engaging training materials and collateral.