Training Manager

Exchange Street Claims ltd; United States; Remote; USD 55,000 - 60,000; Full time

Job summary

A leading financial services firm is seeking a Training Manager to design and deliver training plans and sessions for advisers. This remote role offers a competitive salary of up to $60,000 plus benefits, including a pension and holiday leave. As Training Manager, you will lead training strategy, innovate training methodologies, and engage with both internal teams and external advisers, ensuring the firm's technical support is aligned with training needs.

Benefits

Pension Scheme

25 Days Holiday

Private Medical Insurance

Qualifications

• Experience as a trainer in financial planning is essential.
• Track record of creating and delivering training sessions both online and in person.
• Strong pensions knowledge and understanding of IFA technical challenges.

Responsibilities

• Oversee design and delivery of training plans and sessions.
• Host online events and webinars alongside the CEO.
• Collaborate with the helpdesk for updated training relevancy.

Skills

Training Delivery

Financial Planning Knowledge

Webinar Presentation

Leadership/Management

Education

Level 6 Qualification

Job description

Use Ctrl (Command on Mac) to Select Multiple

Use Ctrl (Command on Mac) to Select Multiple

Use Ctrl (Command on Mac) to Select Multiple

Use Ctrl (Command on Mac) to Select Multiple

They say variety is the spice of life. And this role has a real kick.

The boost for you is the impact you'll be able to have. You'll not only impact your colleagues but you'll get to shape the advice of a sizeable chunk of the adviser marketplace.

This IFA network is trusted by thousands of UK financial planners and that popularity doesn't happen by accident. It happens because the firm has their finger on the pulse when it comes to the technical challenges faced by planners - it gets them.

As you'd expect being the best is important to this firm. Excellence is standard and this applies to their hiring process too. When they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office.

And by making this job a remote one they do something not all firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional.

The main focus is as you'd expect. As training manager you'll oversee the design and delivery of training plans and sessions. You'll unearth and share best practice. And you'll get to do that both with the internal technical support team and externally.

Alongside bespoke training the company hold multiple events throughout the year. As training manager you'll agree their agendas and host some of them, working alongside the CEO and Head of Sales in their delivery. You'll also host a lot of online events/webinars.

You'll at times dovetail with the helpdesk team. This will keep your knowledge up to date and your training sessions relevant because they're the team that works closest to the coal face. Their insight will be gold when it comes to designing training.

There's a strategy behind the timing of the hire too. The business is replacing a retiring training manager so you'll get a handover. You'll also have an assistant who is an organiser extraordinaire leaving you to focus on designing sessions, dealing with providers/investment houses and creating CPD plans.

Salary is to c£60,000 (there's a bit of flexibility here). There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand.

It's a big role in a lot of respects and that includes the opportunity to raise your profile and have the biggest impact. Good for you, good for the profession, great for clients.


HERE'S WHAT YOU'LL NEED:

You'll have experience as a trainer within financial planning. You'll have created plans/sessions for advisers and have a track record of delivering them online and in person.

You'll likely be level 6 or very close to. Great pensions knowledge is vital but wider wealth knowledge is helpful too. You'll also have a clear understanding of IFA's key technical challenges and the products they use as well as wider challenges facing them.

There are operations meetings once a month so getting to Manchester for them would be great. But it's not mandatory, just helpful. You will though be someone with some leadership/management experience as you'll have one direct report.

There is travel in this role. Not a huge amount but you will attend UK wide events several times a year. There's also a lot of presenting, largely on webinars but in person at events a few times a year too.



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