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.
Location
Remote based with travel expected
Ideally seeking individuals based in the North West, Midlands or South West
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.