Training Manager. Job in Edinburgh Education & Training Jobs
Training Manager. Job in Edinburgh Education & Training Jobs

Training Manager. Job in Edinburgh Education & Training Jobs

Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead the design and delivery of training sessions 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 strategies.
  • Qualifications: Experience in financial planning training and a strong understanding of pensions and wealth management.
  • Other info: Opportunity for professional growth and a supportive handover from the retiring manager.

The predicted salary is between 43200 - 72000 £ 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, 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 holds 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 many respects, including the opportunity to raise your profile and have a significant 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 not mandatory, just helpful. You will, however, 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.

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Training Manager. Job in Edinburgh Education & Training Jobs employer: Exchange Street Executive Search

As a Training Manager with this esteemed IFA network based in Edinburgh, you'll be part of a dynamic and supportive work culture that values excellence and innovation. The company offers a flexible remote working environment, empowering you to make a significant impact on the adviser marketplace while enjoying a competitive salary, generous benefits, and ample opportunities for professional growth. With a focus on bespoke training and collaboration with industry leaders, this role not only enhances your expertise but also elevates your profile within the financial planning profession.
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Contact Detail:

Exchange Street Executive Search Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Training Manager. Job in Edinburgh Education & Training Jobs

✨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 any discussions or interviews.

✨Tip Number 2

Network with professionals in the financial planning sector, especially those who have experience in training roles. Engaging with them can provide insights into the company culture and expectations, which can be invaluable during your application process.

✨Tip Number 3

Prepare to showcase your previous training sessions and materials. Being able to present examples of your work will highlight your capability and creativity, making you a more attractive candidate.

✨Tip Number 4

Stay updated on the company's events and webinars. Participating in these can give you a better understanding of their training style and objectives, allowing you to tailor your approach when discussing how you can contribute.

We think you need these skills to ace Training Manager. Job in Edinburgh Education & Training Jobs

Training Design and Delivery
Financial Planning Knowledge
Pensions Expertise
Wealth Management Understanding
Online Training Facilitation
Public Speaking
Event Hosting
Leadership Skills
Communication Skills
Stakeholder Engagement
Adaptability
Project Management
Knowledge of IFA Technical Challenges
Collaboration with Technical Support Teams

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 experience, especially if you have overseen training teams or projects. 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 relevant presentations or online training sessions you've conducted. This will demonstrate your capability in delivering engaging content remotely.

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 approach to training and the technical challenges faced by financial planners. 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 an assistant, be ready to discuss your leadership and management experience. Think of examples where you've successfully led a team or project, and how you can apply that to this position.

✨Engage with Their Events

Familiarise yourself with the types of events and webinars the company hosts. Be ready to discuss how you would contribute to these events and any innovative ideas you might have for enhancing their training offerings.

Training Manager. Job in Edinburgh Education & Training Jobs
Exchange Street Executive Search
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