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- Tasks: Lead engaging training sessions in wealth management and mentor new financial advisers.
- Company: Dynamic financial services firm with a focus on professional development.
- Benefits: Competitive salary, bonus, excellent benefits, and career growth opportunities.
- Other info: Home-based role with occasional travel to Leeds and the Southwest.
- Why this job: Make a real impact by shaping the future of financial advisers in a supportive environment.
- Qualifications: Must hold IFA Level 4 Diploma and have experience in wealth training.
The predicted salary is between 54000 - 54000 £ per year.
Location: Leeds / Home-based
Salary: up to £54,000 + 10% bonus + Excellent benefits, scope and career prospects!
This is a home-based role, with some travel to Leeds head office and limited travel to the Southwest. This role will lead the development and delivery of 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
N.B. To succeed in this role, you must hold the IFA Level 4 Diploma and have practical experience in wealth training, ideally with a previous 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, and consistently project a highly professional image alongside excellent training delivery skills.
Senior Financial Services Trainer. Job in Leeds Education & Training Jobs employer: Henlee Resourcing & Consulting Ltd
Contact Detail:
Henlee Resourcing & Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Services Trainer. Job in Leeds Education & Training Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who are already in training roles. A friendly chat can lead to insider info about job openings or even referrals.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your training materials and any successful workshops you've led. This will give potential employers a taste of what you can bring to their team.
✨Tip Number 3
Practice makes perfect! Before interviews, rehearse common questions related to training delivery and stakeholder management. We recommend doing mock interviews with friends or using online platforms to boost your confidence.
✨Tip Number 4
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 Senior Financial Services Trainer. Job in Leeds Education & Training Jobs
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Services Trainer role. Highlight your experience in wealth training and any relevant qualifications, like the IFA Level 4 Diploma. We want to see how your background aligns with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for training and development in the financial services sector. Tell us why you’re excited about this role and how you can bring energy and enthusiasm to our team.
Showcase Your Training Skills: In your application, don’t forget to mention specific examples of your training delivery skills. Whether it’s designing materials or facilitating workshops, we want to know how you’ve engaged audiences and made an impact in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at Henlee Resourcing & Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and the specific training needs in this sector. Familiarise yourself with the IFA Level 4 Diploma content and be ready to discuss how your experience aligns with the role's requirements.
✨Showcase Your Training Skills
Prepare to demonstrate your training delivery skills during the interview. Think about examples where you've successfully engaged an audience or adapted your approach for different learners. Be ready to share specific outcomes from your previous training sessions.
✨Build Rapport with Stakeholders
Since this role involves consulting with key stakeholders, think about how you can showcase your relationship-building skills. Prepare examples of how you've managed stakeholder expectations and collaborated effectively in past roles.
✨Bring Energy and Enthusiasm
This position requires a dynamic approach to training. During the interview, let your passion for training and development shine through. Use positive body language and engage with your interviewers to convey your enthusiasm for the role and the company.