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- Tasks: Design and deliver engaging training on financial planning principles and regulatory requirements.
- Company: Join AFH Wealth Management, a leading independent financial advisory firm in the UK.
- Benefits: Enjoy flexible working, competitive salary, health perks, and professional development opportunities.
- Why this job: Make a real impact by empowering advisers with essential financial knowledge and skills.
- Qualifications: Strong financial planning knowledge and experience in training or coaching required.
- Other info: Be part of a vibrant culture with social events and career growth potential.
The predicted salary is between 36000 - 60000 £ per year.
An opportunity to join AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.
The purpose of this role is to design, develop and deliver high-quality training on financial planning principles, regulatory requirements, products, systems and advice processes. The Technical Trainer ensures that advisers have the knowledge and skills to deliver compliant, client-focused financial advice, with support teams that provide an exceptional service.
As our Financial Planning Trainer, you will typically:
- Deliver engaging technical training sessions on financial planning topics, such as pensions, savings & investments, tax planning, protection and estate planning tailored to audiences across the business.
- Provide relevant support around induction training for new advisers, trainee advisers and paraplanners, ensuring a strong understanding of company advice processes and regulatory expectations.
- Run workshops, webinars and one to one coaching sessions, to support continuous professional development.
- Work with T&C, Risk, Advice Quality and Root Cause Analysis to identify common learning needs and address technical gaps.
- Provide structured feedback to advisers and paraplanners to support their technical development and professional qualifications.
- Track training attendance, completion rates, CPD.
- Act as a subject matter expert on financial planning concepts, relevant tax legislation, FCA rules and technical product knowledge.
- Be prepared to deliver other types of training, as needed, within the Development teams.
- Travel to other sites nationwide may be required.
What we are looking for in our ideal Financial Planning Trainer:
- Strong technical knowledge across key financial planning areas (e.g. pensions, investments, protection, taxation).
- Experience in delivering training or coaching in a regulated services environment.
- Excellent presentation and engaging communication skills - through virtual, digital and face to face mechanisms.
- Ability to motivate and inspire a diverse group of advice, technical and customer service professionals.
- Excellent training design skills.
- Detailed understanding of FCA regulations, suitability requirements and advice processes.
- Ability to translate complex technical concepts into clear, practical learning.
- Level 4 diploma in Regulated Financial Planning (DipPFS) or equivalent qualification.
Benefits and Perks at AFH:
- Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
- Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
- Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
- Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service.
- Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
- Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
- Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.
To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website or email the People Resourcing team via recruitment@afhgroup.com. We look forward to hearing from you!
Financial Planning Trainer in Bromsgrove employer: AFH Financial Group.
Contact Detail:
AFH Financial Group. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Trainer in Bromsgrove
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! Prepare a portfolio or presentation that highlights your training experience and technical knowledge. When you get the chance to chat with potential employers, use this to demonstrate how you can add value to their team.
✨Tip Number 3
Practice makes perfect! Before any interviews, do some mock sessions with friends or family. Focus on articulating your training methods and how you engage different audiences. This will help you feel more confident when it’s time to shine.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows you're keen and gives us a chance to see your enthusiasm for joining AFH Wealth Management. Don’t miss out on this opportunity!
We think you need these skills to ace Financial Planning Trainer in Bromsgrove
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial planning and training. We want to see how your skills align with what we’re looking for, so don’t hold back on showcasing your relevant expertise!
Show Off Your Communication Skills: Since this role involves delivering engaging training sessions, it’s crucial to demonstrate your excellent presentation and communication skills. Use clear and concise language in your application to reflect your ability to convey complex concepts simply.
Highlight Your Technical Knowledge: We’re after someone with strong technical knowledge across key financial planning areas. Be sure to mention any relevant qualifications or experiences that showcase your understanding of pensions, investments, and FCA regulations.
Apply Through Our Website: We encourage you to apply directly through our careers website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with AFH Wealth Management!
How to prepare for a job interview at AFH Financial Group.
✨Know Your Financial Stuff
Make sure you brush up on key financial planning areas like pensions, investments, and taxation. Being able to discuss these topics confidently will show that you have the technical knowledge needed for the role.
✨Engage with Your Audience
Since the role involves delivering training sessions, practice your presentation skills. Think about how you can make complex concepts clear and engaging. Use examples or anecdotes to illustrate your points and keep the audience interested.
✨Showcase Your Training Experience
Be ready to talk about your previous training or coaching experiences. Highlight specific examples where you successfully motivated and inspired others, especially in a regulated environment. This will demonstrate your ability to deliver effective training.
✨Understand the Company Culture
Research AFH Wealth Management and their values. Be prepared to discuss how your personal values align with theirs. Showing that you understand their culture and are excited about contributing to their growth will set you apart from other candidates.
