Financial Services Trainer

Job Details

Reference ID 1896
Vacancy Location Remote based
Job sector
Job type
Remuneration Salary of £47,500 - £57,500


This remote based Financial Services
Trainer job is ideal for individuals experienced in training IFAs,
Paraplanners and Administrators

As a Financial Services Trainer, you play a critical role in ensuring the business provides great advice
to clients through the delivery of your performance and excellence framework.
The key responsibilities of your duties are:

  • Create a culture of high
    performance and excellence with their Financial Advisers, Paraplanners and
    support staff
  • Encourage the team to
    educate, inform and influence clients positively
  • Develop a supportive network
    between the advice hubs and share best practice across the national business
  • Use data to identify
    opportunities for improvement and mitigate risks
  • Deliver learning and
    development through face-to-face events, webinars and e-learning
  • Support pre-CAS / inexperienced
    joiners and experienced team members in identifying growth areas
  • Provide technical training
    on individual improvement plans as appropriate

This is a remote role with
travel expected. The business would ideally like the Training Manager to be situated
in either the North West England, Midlands or South-West.

Financial Services Trainer

  • You must have technical financial
    planning product and advice knowledge
  • You must be comfortable
    training individuals and groups including Financial Advisers and Paraplanners
  • Seeking individuals from a
    learning and development background within Financial Services
  • You must be willing to
    travel as part of your role

The Company

This growing IFA firm is led by highly respected names within the
industry, accompanied with the backing of a private equity firm. They are
currently on a rapid growth phase of the business, with already £4.5bn of AuM,
which will continue to grow. They openly recognise to achieve such success is
dependent on having the right people in the business, as such they are looking
to build a strong team of passionate and skilled team members.

Financial Services Trainer Benefits

  • Salary of £47,500 – £57,500
  • Plus, company benefits of 28 days holiday plus bank holidays, group
    life assurance, group income protection, private medical insurance,
    healthcare cash plan, discretionary company bonus award opportunity
  • Remote based with occasional trips to the offices.
  • Excellent career progression, with individual development plans
    shaped around your desired career path.


Remote based with travel

Ideally seeking individuals based
in the North West, Midlands or South West

Call us now on 0208 0044 154 or click Apply 

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