Advisor Training & Transition Coach (Hybrid) in Leeds

Advisor Training & Transition Coach (Hybrid) in Leeds

Leeds Full-Time 35000 - 45000 £ / year (est.) Home office (partial)
IDEX Consulting

At a Glance

  • Tasks: Deliver engaging training and coaching to financial advisers for their success.
  • Company: Dynamic financial advisory firm in Leeds with a focus on growth.
  • Benefits: Flexible working, health coverage, and a generous holiday package.
  • Other info: Join a supportive team dedicated to professional development.
  • Why this job: Make a real difference in the careers of aspiring financial advisers.
  • Qualifications: Experience in training within wealth management and a Level 4 diploma.

The predicted salary is between 35000 - 45000 £ per year.

A financial advisory firm in Leeds seeks a dedicated Training Coach to support Advisers from induction to performance. The role involves delivering engaging training, coaching real-time, and bridging classroom and on-the-job success.

Required qualifications include:

  • Strong experience in training within wealth management
  • A Level 4 diploma
  • A passion for developing others

The position offers flexible working options, health coverage, and a generous holiday package.

Advisor Training & Transition Coach (Hybrid) in Leeds employer: IDEX Consulting

Join a leading financial advisory firm in Leeds, where we prioritise employee development and well-being. As a Training Coach, you'll benefit from a supportive work culture that values flexibility, offers comprehensive health coverage, and provides a generous holiday package, all while making a meaningful impact on the growth of our Advisers. With ample opportunities for professional growth and a commitment to fostering talent, this is an excellent place to advance your career in wealth management.

IDEX Consulting

Contact Details:

IDEX Consulting Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Advisor Training & Transition Coach (Hybrid) in Leeds

Tip Number 1

Network like a pro! Reach out to current or former employees of the firm on LinkedIn. A friendly chat can give us insider info and maybe even a referral.

Tip Number 2

Prepare for the interview by practising common questions related to training and coaching. We should also think about how our past experiences align with their needs in wealth management.

Tip Number 3

Showcase our passion for developing others during the interview. Share specific examples of how we've successfully trained or coached someone in the past.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure our application gets noticed and shows we’re serious about joining the team.

We think you need these skills to ace Advisor Training & Transition Coach (Hybrid) in Leeds

Training Delivery
Coaching Skills
Wealth Management Knowledge
Level 4 Diploma
Performance Support
Engagement Techniques
Classroom Training

Some tips for your application 🫡

Show Your Passion:When writing your application, let your enthusiasm for developing others shine through. We want to see how your passion aligns with our mission to support Advisers from induction to performance.

Highlight Relevant Experience:Make sure to showcase your strong experience in training within wealth management. We’re looking for specific examples that demonstrate your ability to deliver engaging training and coaching.

Tailor Your Application:Don’t just send a generic application! Tailor your CV and cover letter to reflect the skills and qualifications mentioned in the job description. This shows us you’ve done your homework and are genuinely interested.

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 during the process.

How to prepare for a job interview at IDEX Consulting

Know Your Stuff

Make sure you brush up on your knowledge of wealth management and training methodologies. Familiarise yourself with the latest trends in the industry, as well as the specific challenges financial advisers face. This will show that you're not just qualified but genuinely interested in helping others succeed.

Showcase Your Coaching Skills

Prepare to discuss your previous experiences in training and coaching. Have specific examples ready that demonstrate how you've successfully supported individuals from induction through to performance. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.

Engage with Real Scenarios

Think about how you would bridge classroom learning with on-the-job success. Be ready to present a mini-training session or role-play a coaching scenario during the interview. This will give you a chance to showcase your engaging training style and ability to adapt to real-time situations.

Ask Insightful Questions

Prepare thoughtful questions about the company's training culture and how they measure success. This not only shows your interest in the role but also helps you gauge if the company aligns with your values and approach to development. It’s a two-way street, after all!