At a Glance
- Tasks: Develop and deliver engaging training for wealth advisers, focusing on skills and compliance.
- Company: Join a leading financial services organisation with a dynamic Learning & Development team.
- Benefits: Enjoy a competitive salary, car allowance, bonus, and great career prospects.
- Other info: Opportunity to work in a hybrid role with some UK travel.
- Why this job: Make a real impact in a growing organisation while mentoring future financial advisers.
- Qualifications: Must hold IFA Level 4 Diploma and have experience in wealth training.
The predicted salary is between 50000 - 50000 £ per year.
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 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
- Conduct training needs analysis
- Design and deliver training materials
- Facilitate workshops
- Create and administer tests, assessments, and licensing processes
- Consult with and manage key stakeholders while building strong business relationships
- Maintain competence in all matters related to this role
- Contribute to and support any projects or new initiatives as they arise
Qualifications
You must hold the IFA Level 4 Diploma and have practical experience in wealth training, ideally with a background in providing wealth financial advice. You should 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.
L&D Trainer - Wealth Management in Swindon employer: Henlee Resourcing & Consulting Ltd
Join a highly regarded boutique HR consultancy in Gloucester, where you will thrive in a people-focused environment that values collaboration and innovation. With hybrid working options and a commitment to employee development, this role offers you the chance to grow your skills while making a meaningful impact on diverse clients. Experience a dynamic work culture that encourages engagement and fosters high-performing teams, making every day an exciting opportunity to contribute to client success.
Contact Details:
Henlee Resourcing & Consulting Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land L&D Trainer - Wealth Management in Swindon
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We think you need these skills to ace L&D Trainer - Wealth Management in Swindon
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Henlee Resourcing & Consulting Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Henlee Resourcing & Consulting Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Henlee Resourcing & Consulting Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Henlee Resourcing & Consulting Ltd.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Henlee Resourcing & Consulting Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Henlee Resourcing & Consulting Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
