Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Design and deliver engaging training on financial planning topics to empower advisers.
- Company: Join AFH Wealth Management, a leading independent financial advisory firm in the UK.
- Benefits: Enjoy flexible working, competitive salary, bonuses, and health perks.
- Why this job: Make a real impact by shaping the future of financial advice through training.
- Qualifications: Strong knowledge in financial planning and experience in training or coaching.
- Other info: Opportunities for professional development and a vibrant company culture.
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 Advice Technical 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 Advice Technical 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 Wealth Management
Contact Detail:
AFH Wealth Management 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 about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! Create a portfolio showcasing your training design projects or any workshops you've led. This will give potential employers a taste of what you can bring to the table, especially for a role like the Financial Planning Trainer.
✨Tip Number 3
Practice makes perfect! Before any interview, rehearse your responses to common questions related to training and financial planning. This will help you feel more confident and articulate when discussing your experience and expertise.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from our site. It shows you're genuinely interested in joining AFH Wealth Management and helps us keep track of your application easily. 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 training design skills and experience in financial planning. We want to see how you can bring your unique flair to the role!
Show Off Your Communication Skills: Since this role involves delivering engaging training sessions, let us know about your presentation and communication skills. Share examples of how you've motivated and inspired others in the past!
Highlight Relevant Experience: Don’t forget to mention any previous experience in regulated services or training environments. We’re keen to see how your background aligns with our needs for this position.
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 don’t miss out on any important updates!
How to prepare for a job interview at AFH Wealth Management
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions, investments, and tax legislation. Being able to discuss these topics confidently will show that you're not just familiar with the material but can also translate complex concepts into clear, practical learning.
✨Engage with Your Audience
Since the role involves delivering training sessions, think about how you can make your presentation engaging. Prepare to share examples or anecdotes that relate to the audience's experiences. This will help you connect with them and demonstrate your excellent communication skills.
✨Showcase Your Training Design Skills
Be ready to discuss your approach to designing training programmes. Bring examples of past training materials you've created or delivered. Highlight how you tailor content to meet the needs of different audiences, which is crucial for this role.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s training processes and growth plans. This shows your genuine interest in the role and helps you understand how you can contribute to their success. Plus, it gives you a chance to assess if the company culture aligns with your values.
