Senior Wealth Management Trainer – Hybrid (Leeds/Remote)

Senior Wealth Management Trainer – Hybrid (Leeds/Remote)

Leeds Full-Time 49500 - 60500 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Lead training in wealth management, focusing on soft skills and compliance.
  • Company: Henlee Resourcing, a leader in financial services training.
  • Benefits: Salary up to £54,000, 10% bonus, and excellent perks.
  • Other info: Hybrid role with opportunities for professional growth.
  • Why this job: Shape the future of financial advisors and enhance your career.
  • Qualifications: Experience in financial services training and mentoring.

The predicted salary is between 49500 - 60500 £ per year.

Henlee Resourcing is recruiting for a Senior Financial Services Trainer – Wealth Management in Leeds / home-based. Salary up to £54,000 + 10% bonus and excellent benefits.

You will lead development and delivery of soft skills and regulatory training across advisor skills, compliance and business development, mentoring new Financial Advisors and supporting integration into the business.

This is a permanent role with scope for growth.

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Senior Wealth Management Trainer – Hybrid (Leeds/Remote) 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.

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Contact Details:

Henlee Resourcing Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Wealth Management Trainer – Hybrid (Leeds/Remote)

Tip Number 1: Tap Into Professional Networks

The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!

Tip Number 2: Attend Finance Events and Conferences

Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Henlee Resourcing. You never know who might be your next boss or a crucial contact!

Tip Number 3: Showcase Your Expertise

Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Henlee Resourcing.

Tip Number 4: Apply Directly on Company Websites

Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Henlee Resourcing. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!

We think you need these skills to ace Senior Wealth Management Trainer – Hybrid (Leeds/Remote)

Training Development
Soft Skills Training
Regulatory Knowledge
Financial Services Expertise
Compliance Training
Business Development Skills
Mentoring

Some tips for your application 🫡

Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.

Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Henlee Resourcing and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!

Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.

Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Henlee Resourcing how you can be a team player!

How to prepare for a job interview at Henlee Resourcing

Brush Up on Technical Skills

Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!

Showcase Your Financial Acumen

If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Henlee Resourcing.

Know Your Numbers

In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.

Connect with Company Goals

Familiarise yourself with Henlee Resourcing's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!