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- Tasks: Develop and deliver engaging training in wealth management and compliance.
- Company: Leading financial services organisation with a dynamic Learning & Development team.
- Benefits: Competitive salary, car allowance, bonus, and great career prospects.
- Why this job: Make a genuine impact while mentoring new financial advisers in a growing organisation.
- Qualifications: IFA Level 4 Diploma and experience in wealth training required.
- Other info: Hybrid role with opportunities for UK travel and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Senior Financial Services Trainer – Wealth Management Swindon – Hybrid. Some UK travel. £50,000 + £4,200 Car Allowance + 10% bonus + Great benefits, scope and career prospects.
Henlee Resourcing is working in partnership with a leading financial services organisation to recruit a professional Trainer to join their talented Learning & Development team on a permanent basis. Based in their fabulous new head office in Swindon, this role involves developing and delivering both soft skills and regulatory training within their Wealth Management division.
You will deliver engaging training and coaching across adviser skills, compliance, and business development, mentoring individuals through their development journey and supporting the integration of new financial advisers into the business.
Specific duties will include:
- Conducting training needs analysis
- Designing and delivering training materials
- Facilitating workshops
- Creating and administering tests, assessments, and licensing processes
- Consulting with and managing key stakeholders while building strong business relationships
- Maintaining your competence in all matters related to this role
- Contributing to and supporting any projects or new initiatives as they arise
To succeed in this role, you must hold the IFA Level 4 Diploma and have practical experience in wealth training, ideally with a background in providing wealth financial advice. In addition, you will be able to work under your own initiative, adapt effortlessly to different audiences, bring energy and enthusiasm to all training activities, respond quickly to the needs of the business (often while working away from home), and consistently project a highly professional image alongside excellent training delivery skills.
This is a fantastic opportunity to join a dynamic, growing organisation where you'll have the platform to make a genuine impact and be part of something really exciting. If you are looking for a challenging role in an organisation undergoing rapid growth and can demonstrate the above capabilities, we are keen to hear from you.
Henlee Resourcing is a specialist human resources recruitment consultancy operating across the South / West and M3 / M4 / M5 corridors.
Locations
Financial Services Trainer employer: Henlee Resourcing & Consulting Limited
Contact Detail:
Henlee Resourcing & Consulting Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Trainer
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your responses to show how your experience aligns with their values and needs, especially in wealth management training. We want to see your passion shine through!
✨Tip Number 3
Practice your delivery skills! Since this role involves training others, it’s crucial to demonstrate your ability to engage and educate during interviews. Consider doing mock sessions with friends or family to refine your approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Services Trainer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Trainer role. Highlight your experience in wealth management and any relevant training you've delivered. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about training in financial services and how you can bring energy and enthusiasm to our team. Keep it engaging and personal – we love a good story!
Showcase Your Training Skills: In your application, don’t forget to showcase your training delivery skills. Mention specific examples of workshops or training sessions you've facilitated, and how you’ve adapted to different audiences. We’re all about making an impact!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on our radar. Plus, it shows you’re keen to join our dynamic team!
How to prepare for a job interview at Henlee Resourcing & Consulting Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and financial services. Be ready to discuss your experience with the IFA Level 4 Diploma and how it relates to the role. This shows that you’re not just a trainer, but someone who understands the industry inside out.
✨Engage with Examples
Prepare specific examples of training sessions you've conducted in the past. Highlight how you tailored your approach to different audiences and the outcomes of those sessions. This will demonstrate your ability to adapt and engage effectively, which is crucial for this role.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Ask them about their experiences and challenges in training. This not only shows your interest but also helps you understand their expectations better, making you a more appealing candidate.
✨Show Your Enthusiasm
Bring energy to the conversation! Express your passion for training and development, and how you can contribute to the team’s success. A positive attitude can be contagious and will leave a lasting impression on your interviewers.
