L&D Trainer – Wealth Management in Swindon

L&D Senior Trainer – WealthAdvisor Training

Swindon – Hybrid. Some UK travel

£50,000 + £4,200 Car Allowance + 10% bonus + Great benefits, scope and career prospects

Based in their fabulous 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.

Responsibilities

• Conducting training needs analysis
• Designing and delivering training materials
• 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

Qualifications

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.