At a Glance
- Tasks: Design and deliver engaging training programmes in Life & Pensions.
- Company: Join a leading financial services firm in Romford.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Collaborative culture focused on compliance and continuous improvement.
- Why this job: Make a real difference by enhancing employee skills and customer outcomes.
- Qualifications: 5+ years in UK Life & Pensions with training experience.
The predicted salary is between 38250 - 46750 £ per year.
Financial Services Trainer (Life & Pensions) (LPTRO261) Romford, England
Ashton Recruitment is recruiting on behalf of our client for an experienced Life & Pensions Trainer to join their operation in Romford.
Life & Pensions Trainer – Regulatory & Operations
This is an excellent opportunity for an experienced financial services trainer with a strong background in UK Life & Pensions to take ownership of onboarding, operational and regulatory training.
The successful candidate will design and deliver structured training programmes across Life & Pensions operations, ensuring employees meet FCA, Consumer Duty, complaint handling and client requirements, while improving capability, quality and customer outcomes.
Key Responsibilities
- Deliver onboarding and ongoing training across Life & Pensions products and processes
- Provide classroom, virtual and on-the-job training
- Support new employees through nesting and floor-walking activities
- Deliver training covering FCA regulations, Consumer Duty and DISP complaint requirements
- Train employees on vulnerable customer handling and treating customers fairly
- Ensure compliance training is documented, auditable and regularly refreshed
- Work closely with Compliance to update regulatory training content
- Train employees on complaint identification, logging, escalation and final response standards
- Use complaint MI and quality results to identify training needs
- Support root cause analysis and feed learning back into training programmes
- Develop and maintain SOPs, training materials and process documentation
- Deliver refresher training and coaching where performance gaps are identified
- Assess training effectiveness through coaching, observations, quality reviews and competency assessments
- Track training completion and competency levels
- Work closely with Operations, Quality, Compliance and Client teams
- Provide training documentation and evidence to support audits
- Minimum 5 years’ experience within UK Life & Pensions in an FCA-regulated environment
- Previous experience delivering operational, technical or regulatory training
- Strong understanding of Life & Pensions products, customer servicing processes and operational workflows
- Experience delivering classroom, virtual or on-the-job training
- Experience supporting employee onboarding and ongoing competency development
- Good understanding of FCA regulation, Consumer Duty and complaint handling
- Experience developing and maintaining training materials, SOPs and process documentation
- Experience assessing learning effectiveness through coaching, observations, quality reviews or competency assessments
- Strong communication and stakeholder management skills
- Ability to work effectively with Operations, Quality, Compliance and Client teams
- The Ideal Candidate
- You will be an experienced Life & Pensions professional with a strong training background and the ability to translate complex regulatory and operational requirements into clear, practical training.
- You will be confident delivering training to both groups and individuals and comfortable working closely with operational, quality and compliance teams to improve employee performance and customer outcomes.
- If you have strong UK Life & Pensions experience combined with a background in training and development, we would be keen to hear from you.
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Financial Services Trainer (Life & Pensions) in Romford employer: Ashton Recruitment
Ashton Recruitment is an excellent employer, offering a supportive work culture where teamwork and skill development are prioritised. Located in the vibrant city of Belfast, employees benefit from flexible hours and competitive pay, making it an ideal place for those seeking meaningful and rewarding employment in the logistics sector.
