At a Glance
- Tasks: Develop and deliver engaging training for Wealth Advisors, focusing on skills and compliance.
- Company: Dynamic wealth management firm with a vibrant office in Swindon.
- Benefits: Competitive salary, car allowance, bonus, and fantastic career growth opportunities.
- Other info: Hybrid role with some UK travel; perfect for those who thrive in dynamic environments.
- Why this job: Make a real impact by mentoring new financial advisers and shaping their careers.
- Qualifications: Must hold IFA Level 4 Diploma and have experience in wealth training.
The predicted salary is between 50000 - 50000 £ per year.
Based in their fabulous 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.
Responsibilities
- 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
Qualifications
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.
L&D Trainer - Wealth Management in Swindon 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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We think this is how you could land L&D Trainer - Wealth Management in Swindon
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We think you need these skills to ace L&D Trainer - Wealth Management in Swindon
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