At a Glance
- Tasks: Lead engaging training sessions in wealth management and develop new financial advisors.
- Company: Join a leading financial services organisation with a dynamic Learning & Development team.
- Benefits: Earn up to £54,000 plus bonuses and enjoy excellent career prospects.
- Other info: Bring your energy and enthusiasm to a role that values professional growth.
- Why this job: Make a real impact while mentoring others in a rapidly growing organisation.
- Qualifications: Must hold IFA Level 4 Diploma and have experience in wealth training.
The predicted salary is between 49500 - 60500 £ 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.
Location: Leeds / Home-based
Salary: up to £54,000 + 10% bonus + Excellent benefits, scope and career prospects!
This role will lead the development and delivery both in soft skills and regulatory training within their Wealth Management division. You will deliver engaging training and coaching across advisor skills, compliance and business development, mentoring individuals through their development journey and supporting the integration of new Financial Advisors 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 whilst 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.
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.
Senior Financial Services Trainer in Leeds employer: Henlee Resourcing
Henlee Resourcing is an excellent employer that values organisation and teamwork, providing a supportive work culture where employees can thrive. With the flexibility of hybrid working in Swindon, you will enjoy a balanced work-life environment while contributing to meaningful recruitment processes. The company also offers opportunities for professional growth and development, making it an ideal place for those looking to advance their careers in recruitment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Services Trainer in Leeds
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Henlee Resourcing. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Financial Services Trainer in Leeds
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.
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'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
✨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.
✨Prepare for Case Studies
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 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 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.
