At a Glance
- Tasks: Lead the design and delivery of training plans for financial advisers.
- Company: Join a trusted IFA network impacting thousands of UK financial planners.
- Benefits: Enjoy remote work, a salary up to £60,000, 25 days holiday, and a pension.
- Why this job: Make a real impact while working with industry leaders and shaping training excellence.
- Qualifications: Experience in financial planning training and a strong understanding of IFA challenges required.
- Other info: No CV needed to apply; everyone receives a response.
The predicted salary is between 43200 - 84000 £ per year.
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.
Want to know more? Click apply.
If you don\’t have a CV don\’t worry just send us a way of contacting you. We can come to the CV later.
Everyone will get a response. #J-18808-Ljbffr
Training Manager employer: Exchange Street Executive Search
Contact Detail:
Exchange Street Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Training Manager
✨Tip Number 1
Familiarise yourself with the latest trends and challenges in financial planning. This will not only help you understand the needs of advisers but also demonstrate your expertise during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend relevant webinars or events to connect with potential colleagues and gain insights into the company culture and expectations.
✨Tip Number 3
Prepare to discuss your previous training experiences in detail. Be ready to share specific examples of how you've designed and delivered training sessions that have made a measurable impact.
✨Tip Number 4
Showcase your leadership skills by discussing any experience you have in managing teams or projects. Highlight how you can support and develop your direct report in this role.
We think you need these skills to ace Training Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a trainer within financial planning. Emphasise any specific training plans or sessions you've created and delivered, both online and in person.
Craft a Compelling Cover Letter: In your cover letter, express your passion for training and development in the financial sector. Mention your understanding of IFA's key technical challenges and how your expertise can help address them.
Showcase Relevant Experience: When detailing your work history, focus on leadership and management experiences, especially if you have managed a team or had direct reports. Highlight any successful training initiatives you've led.
Prepare for Online Presence: Since the role involves hosting webinars and online events, consider including links to any previous presentations or training sessions you've conducted. This will demonstrate your ability to engage an audience effectively.
How to prepare for a job interview at Exchange Street Executive Search
✨Showcase Your Training Experience
Be prepared to discuss your previous experience as a trainer within financial planning. Highlight specific training plans or sessions you've created and delivered, both online and in person, to demonstrate your expertise.
✨Understand the Company's Needs
Research the firm thoroughly to understand their key technical challenges and the products they use. This will allow you to tailor your responses and show how your skills align with their needs.
✨Prepare for Leadership Questions
Since this role involves managing one direct report, be ready to discuss your leadership style and any relevant management experience. Share examples of how you've successfully led teams or projects in the past.
✨Engage with the Interviewers
During the interview, engage actively with the interviewers by asking insightful questions about the company culture, training strategies, and upcoming events. This shows your genuine interest in the role and helps you assess if it's the right fit for you.