Senior Financial Services Trainer - Wealth Management in Swindon

Senior Financial Services Trainer - Wealth Management in Swindon

Swindon Full-Time 50000 - 50000 £ / year (est.) No working from home possible
Henlee Resourcing & Consulting Ltd

At a Glance

  • Tasks: Develop and deliver engaging training in Wealth Management, focusing on soft skills and compliance.
  • Company: Join a leading financial services organisation with a vibrant Learning Development team.
  • Benefits: Enjoy a competitive salary, car allowance, bonus, and fantastic career prospects.
  • Other info: Hybrid role based in Swindon with opportunities for UK travel.
  • Why this job: Make a real impact by mentoring new financial advisers and shaping their development journey.
  • Qualifications: Must hold IFA Level 4 Diploma and have strong training and coaching skills.

The predicted salary is between 50000 - 50000 £ per year.

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.

Henlee Resourcing & Consulting Ltd

Contact Details:

Henlee Resourcing & Consulting Ltd Recruitment Team

We think you need these skills to ace Senior Financial Services Trainer - Wealth Management in Swindon

Training Needs Analysis
Training Material Design
Workshop Facilitation
Assessment Creation
Stakeholder Management
Business Relationship Building
Regulatory Knowledge