Senior Financial Services Trainer
Senior Financial Services Trainer

Senior Financial Services Trainer

Slough Full-Time 36000 - 60000 £ / year (est.) No home office possible
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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 and grow within a rapidly expanding 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 bring energy to training sessions.

The predicted salary is between 36000 - 60000 £ 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. 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

Join a leading financial services organisation that prioritises professional development and employee growth within a dynamic and supportive work culture. As a Senior Financial Services Trainer, you will have the opportunity to make a meaningful impact by mentoring new advisers and delivering engaging training programmes, all while enjoying the flexibility of a field-based role. With a commitment to innovation and excellence, this company offers a rewarding environment where your contributions are valued and recognised.
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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! Bring examples of your previous training materials or workshops to the interview. This will demonstrate your ability to engage and develop others, which is key for the role.

✨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

Training Needs Analysis
Training Material Design
Workshop Facilitation
Assessment Creation
Stakeholder Management
Relationship Building
Wealth Management Knowledge
IFA Level 4 Diploma
Adaptability
Coaching Skills
Professional Image Projection
Energy and Enthusiasm in Training
Independent Working

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Senior Financial Services Trainer role. Highlight your experience in wealth training and any relevant qualifications, like the IFA Level 4 Diploma. We want to see how your background aligns with the job description!

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 you can bring energy and enthusiasm to our Learning & Development team. Let us know why you're the perfect fit for this exciting opportunity!

Showcase Your Training Skills: In your application, be sure to highlight your experience in designing and delivering training materials. We’re looking for someone who can engage different audiences, so share examples of how you've successfully facilitated workshops or coaching sessions in the past.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your details and get you into our system quickly. Plus, it shows you’re keen on joining our dynamic team!

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 your expertise in delivering engaging content.

✨Build Relationships

Since this role involves consulting with key stakeholders, think about how you’ve successfully built relationships in the past. Be ready to share strategies you’ve used to manage stakeholder expectations and how you’ve collaborated with others to achieve training goals.

✨Show Your Enthusiasm

Bring energy and enthusiasm to the interview! Discuss how you keep your training sessions lively and engaging, and how you respond to the needs of the business. A positive attitude can go a long way in making a memorable impression.

Senior Financial Services Trainer
Henlee Resourcing
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  • Senior Financial Services Trainer

    Slough
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-11-07

  • H

    Henlee Resourcing

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