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- Tasks: Design and deliver engaging training for financial advisers and support teams.
- Company: National IFA firm focused on growth and capability development.
- Benefits: Flexible locations, competitive salary, and opportunities for professional growth.
- Why this job: Make a real impact by enhancing skills in a dynamic financial environment.
- Qualifications: Level 4 qualified in financial planning and strong training experience.
- Other info: Collaborative culture with a focus on continuous improvement and learner engagement.
The predicted salary is between 36000 - 60000 £ per year.
FLEXIBLE LOCATIONS UK WIDE
Our client is a national IFA firm who are looking for a dynamic Learning & Development Specialist to support the growth and capability of their IFA teams. In this role, you will design and deliver engaging learning experiences that help advisers and support teams build technical knowledge, sharpen their advice skills, and feel confident operating in a highly regulated environment.
Role & Responsibilities
- Develop and deliver training content on industry processes, regulatory requirements, products, and best‑practice client service.
- Create interactive workshops, digital modules, and blended learning experiences that promote skill development and knowledge retention.
- Lead induction sessions for new advisers and technical staff, ensuring a smooth transition into the business.
- Collaborate with subject‑matter specialists to keep learning materials current and aligned with business priorities.
- Regularly review and improve training programmes based on learner feedback and performance outcomes.
- Work with digital learning teams to enhance eLearning resources and support the rollout of new content.
- Monitor learning engagement and flag any attendance or wellbeing concerns to the appropriate stakeholders.
- Support project‑related training needs, especially during periods of change or business integration.
Do you have the following to apply?
- Minimum Level 4 qualified in financial planning (or equivalent).
- Strong experience designing and delivering training within financial services.
- Confident facilitation skills with the ability to engage individuals and groups at varying levels of experience.
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. Clayton Davies is acting as an employment agency on behalf of our client.
Learning and Development Specialist - Wealth Management in Guiseley employer: Clayton Davies Ltd
Contact Detail:
Clayton Davies Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Learning and Development Specialist - Wealth Management in Guiseley
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. The more you engage with others, the better your chances of hearing about opportunities before they even hit the job boards.
✨Tip Number 2
Show off your skills! Create a portfolio or a personal website showcasing your training materials and workshops. This gives potential employers a taste of what you can bring to the table and sets you apart from the crowd.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios related to learning and development in financial services. We recommend role-playing with a friend to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Learning and Development Specialist - Wealth Management in Guiseley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Learning and Development Specialist. Highlight your experience in designing training content and any relevant qualifications, like your Level 4 in financial planning. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about learning and development in the financial services sector. Share specific examples of how you've engaged learners and improved training programmes in the past.
Showcase Your Facilitation Skills: Since this role requires confident facilitation skills, mention any experiences where you've led workshops or training sessions. We love seeing how you can engage different audiences and make learning fun and effective!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it’s super easy!
How to prepare for a job interview at Clayton Davies Ltd
✨Know Your Stuff
Make sure you brush up on the latest trends in wealth management and financial planning. Familiarise yourself with regulatory requirements and best practices in the industry. This will not only show your expertise but also demonstrate your commitment to continuous learning.
✨Showcase Your Training Skills
Prepare examples of training programmes you've designed or delivered in the past. Be ready to discuss how you engaged participants and adapted content for different learning styles. Highlight any interactive workshops or digital modules you've created, as this aligns perfectly with the role.
✨Engage with the Interviewers
During the interview, don’t just answer questions—engage in a conversation. Ask insightful questions about their current training initiatives and how they measure success. This shows your interest in the role and helps you understand their expectations better.
✨Feedback is Key
Be prepared to discuss how you’ve used learner feedback to improve training programmes in the past. Share specific examples of changes you made based on feedback and the positive outcomes that followed. This will highlight your ability to adapt and enhance learning experiences.