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For Companies At a Glance
- Tasks: Develop and deliver engaging training in wealth management and compliance.
- Company: Join a leading financial services organisation with a dynamic Learning & Development team.
- Benefits: Opportunity to make a genuine impact in a rapidly growing company.
- Why this job: Be part of an exciting journey, mentoring new financial advisers and shaping their careers.
- Qualifications: Must hold IFA Level 4 Diploma and have experience in wealth training.
- Other info: Work independently, adapt to diverse audiences, and enjoy excellent career growth.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
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.
This field-based 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 and have practical experience in wealth training, ideally with a 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 (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.
Henlee Resourcing is a specialist human resources recruitment consultancy operating across the South / West and M3 / M4 / M5 corridors
Senior Financial Services Trainer employer: Henlee Resourcing
Contact Detail:
Henlee Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Services Trainer
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your responses to show how your experience aligns with their values and needs, especially in training and development within wealth management.
✨Tip Number 3
Showcase your training skills! If you get the chance, demonstrate your ability to engage and educate during the interview process. Bring along examples of training materials you've created or workshops you've facilitated.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Senior Financial Services Trainer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Senior Financial Services Trainer role. Highlight your training experience, especially in wealth management, and any relevant qualifications like the IFA Level 4 Diploma.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for training and development, and explain how your background aligns with the needs of the organisation. Don’t forget to mention your ability to adapt to different audiences!
Showcase Your Training Style: In your application, give examples of how you've delivered engaging training sessions in the past. Whether it's through workshops or one-on-one coaching, let us see your energy and enthusiasm for helping others grow.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the recruitment process!
How to prepare for a job interview at Henlee Resourcing
✨Know Your Stuff
Make sure you’re well-versed in the financial services sector, especially wealth management. Brush up on your IFA Level 4 Diploma knowledge and be ready to discuss how your practical experience aligns with the role. This will show that you’re not just a trainer, but someone who truly understands the industry.
✨Engage with Examples
Prepare specific examples of training sessions you've delivered or workshops you've facilitated. Highlight how you adapted your approach for different audiences and the impact it had. This will demonstrate your ability to connect with learners and tailor your training style effectively.
✨Build Relationships
Since this role involves consulting with key stakeholders, think about how you can showcase your relationship-building skills. Be ready to discuss past experiences where you’ve successfully managed stakeholder expectations or collaborated on projects. This will illustrate your ability to integrate into their team seamlessly.
✨Show Your Enthusiasm
Bring energy to the interview! Express your passion for training and development, and how you can contribute to the organisation’s growth. A positive attitude can be contagious, and it’s essential for a role that requires mentoring and coaching others.
