Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead training initiatives to enhance team performance and operational efficiency.
- Company: Join a fast-growing advice and wealth management group focused on innovation and client service.
- Benefits: Enjoy a competitive salary, remote work options, and a supportive team culture.
- Why this job: Make a real impact on how teams learn and evolve in a dynamic environment.
- Qualifications: 3+ years in operations, training, or process improvement within Financial Services required.
- Other info: Be part of a pivotal moment in a well-funded company with significant growth potential.
The predicted salary is between 34000 - 42000 £ per year.
Hybrid working, Swanley £40,000 - £50,000
This role is best suited for experienced training professionals with a strong background in financial services operations. If you’re passionate about making a tangible impact on how teams learn, perform, and evolve—and you’re confident facilitating change through training—this opportunity is ideal for you. You’ll play a key part in shaping the operational excellence of a growing national advice firm, with real scope to influence process, technology adoption, and acquisition integration.
The Business
This is a well-funded, fast-growing advice and wealth management group backed by a specialist investor. The business is on a mission to modernise and scale high-quality financial planning using market-leading technology, streamlined processes, and exceptional client service. With multiple acquisitions already completed, they’re building a national brand that values collaboration, innovation, and people. You’ll be joining at a pivotal moment—early enough to influence key structures but secure in a company with serious long-term backing.
The Role
Your day will revolve around empowering others. You’ll design and deliver training that makes complex processes simple, supports operational integration for new teams, and enhances everyday efficiency for existing staff. From onboarding new joiners post-acquisition, to running tailored workshops on SOPs or new systems, your work will directly impact how well the business runs.
You’ll collaborate closely with subject matter experts and operations leaders, constantly evaluating training outcomes and improving content. Your ability to translate technical processes into engaging learning will be invaluable. Whether it’s hosting team sessions, coaching individuals, or working alongside tech rollout teams—you’ll be a go-to person for knowledge, clarity, and operational consistency.
Benefits
- Competitive salary
- 30% remote working
- Significant travel flexibility (mostly within the UK)
- Opportunity to build and own a function during a period of high growth
- Modern tech stack and well-resourced L&D focus
- Employer pension
- Supportive, inclusive team culture
- Involvement in acquisition onboarding and integration
Requirements
3+ years of experience in operations, training, coaching, or process improvement roles, in a Financial Services setting.
Application
If this sounds of interest, please click the apply button and we will get in contact asap!
Advice operations training lead employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advice operations training lead
✨Tip Number 1
Familiarise yourself with the latest trends in financial services operations. Understanding current challenges and innovations in the industry will help you speak confidently about how you can contribute to the company's goals during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those involved in training and operations. Engaging with others in the field can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully implemented training programmes or improved processes in your previous roles. Being able to share tangible results will demonstrate your capability and impact.
✨Tip Number 4
Research StudySmarter's approach to training and development. Understanding our values and methodologies will allow you to align your experiences with what we prioritise, making you a more attractive candidate.
We think you need these skills to ace Advice operations training lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in training, coaching, and process improvement within financial services. Use specific examples that demonstrate your ability to facilitate change and improve operational efficiency.
Craft a Compelling Cover Letter: In your cover letter, express your passion for training and development. Mention how your skills align with the company's mission to modernise financial planning and how you can contribute to their growth.
Showcase Relevant Experience: When detailing your work history, focus on roles where you've designed and delivered training programmes. Highlight any experience with onboarding new teams or integrating processes post-acquisition.
Prepare for Potential Questions: Think about how you would approach training in a fast-growing environment. Be ready to discuss your methods for evaluating training outcomes and improving content based on feedback.
How to prepare for a job interview at Finlink Ltd
✨Showcase Your Training Experience
Make sure to highlight your previous experience in training and coaching, especially within financial services. Be prepared to discuss specific examples of how you've successfully designed and delivered training programmes that improved operational efficiency.
✨Demonstrate Your Understanding of Financial Services Operations
Familiarise yourself with the key processes and challenges in financial services operations. During the interview, articulate how your knowledge can help streamline processes and enhance team performance in the new role.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to facilitate change. Think of situations where you had to adapt training methods or content to meet the needs of diverse teams and be ready to share those experiences.
✨Emphasise Collaboration and Communication Skills
Since the role involves working closely with subject matter experts and operations leaders, be sure to convey your strong collaboration and communication skills. Share examples of how you've effectively worked with others to achieve common goals in past roles.
