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- Tasks: Develop and deliver training for our Financial Advisory team, ensuring compliance and process improvements.
- Company: Join NFU Mutual, a leading financial services company with a supportive culture.
- Benefits: Enjoy a competitive salary, annual bonus, generous leave, and health benefits.
- Why this job: Make a real impact in a dynamic role while advancing your career in financial services.
- Qualifications: QCF Level 4 qualified with experience in financial services and strong communication skills.
- Other info: Embrace a hybrid working model and enjoy excellent career growth opportunities.
The predicted salary is between 38000 - 44000 £ per year.
£44,000 - £50,000 + up to 17.5% annual bonus + excellent benefits package
Stratford-upon-Avon
Provide training across our company’s Financial Services (FS) division. Enjoy a varied role, including undertaking project work and process improvement opportunities. Informal hybrid working arrangements available.
About the role
As a Financial Services Training Improvement Consultant, you’ll play a pivotal role in developing, implementing, and continually improving training for our FS division. This will include undertaking inductions for our Financial Advisory (FA) population, as well as ensuring they are kept fully updated and compliant with Life Sales processes and regulations! Hybrid working from our Stratford-upon-Avon offices, you will deliver a range of training during your office-based days (circa 2-3 per week), working with circa 75 Financial Advisors, as well as our NAS (Non-advised Sales) colleagues. You’ll also support the Life advice proposition, working with Operations, Risk and Governance departments, ultimately ensuring compliance via the right training & improvement plans for our FS staff.
You’ll also be responsible for:
- Designing and delivering training to equip users with the knowledge to implement changes confidently and in line with company advice standards
- Supporting changes to Life Sales processes, systems (including Point of Sale), modelling tools, and documentation to support effective and compliant advice delivery
- Identifying and reporting on issues and risks, proposing mitigation plans in line with audit and regulatory requirements
- Delivering short-term projects and activities to agreed standards
About you
With a highly motivated and proactive mindset, and a strong background working within a FS/Advisory setting, you will be QCF Level 4 Qualified (Diploma in Financial Planning / DipFA) and be excited to thrive in a fast-paced, training environment!
You will also be able to showcase:
- Experience working in Financial Service functions, offering support and/or training
- Significant technical understanding of financial services regulatory regimes, including COBS
- Ability to deliver business process improvements and an efficient approach to your work
- A good understanding of tax and Financial Planning solutions and products
- Prior knowledge of using Training software - ideally Articulate
- Excellent interpersonal and communication skills
- Ability to work collaboratively within a team and across departments
In short, this is a fantastic role for someone who is currently in a financial advisory/planning role (i.e. Paraplanner) position, who is keen for an exciting career change!
At NFU Mutual, we support an inclusive workplace and value all the differences that make us unique. We celebrate the creativity and innovation that comes from diverse perspectives and experiences and share a common vision of doing the right thing for our customers and employees.
We recognise that some candidates may experience barriers during the recruitment process. So, we encourage candidates to discuss any adjustments or accommodations they need to be the best they can be throughout our recruitment process.
We’re proud to be a Disability Confident Employer, a Race at Work and Women in Finance Charter signatory and welcome applications from people of all backgrounds, regardless of age, ethnicity, disability, neurodiversity, gender, religion, marital status, sexual orientation, or socioeconomic background.
Benefits and Rewards
- Salary of £44,000 to £50,000
- Annual bonus (up to 17.5% of salary)
- Contributory pension scheme, up to 20%, including your 8% contribution
- 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme
- A Family Friendly policy that helps you balance your work and family responsibilities
- Access to savings at High Street brands, travel and supermarkets
- £20 contribution to a monthly gym membership subject to T&Cs
- Health and wellbeing plan - cashback for dentist, opticians, physio and more
- Access to voluntary benefits, including health assessments, private medical insurance and dental insurance
- Employee Volunteering - volunteer in the community for one day each year
- Unlimited access to Refer a Friend £500 bonus scheme
- Life Assurance cover of 4 x salary
- Employee discounts of 15% on a range of NFU Mutual insurance policies.
- Salary sacrifice employee car scheme - subject to eligibility
Working at NFU Mutual
We’re one of the UK’s leading general insurance and financial services companies. For over 110 years we’ve put our customers at the heart of everything we do. Our people are just as important to us. We pride ourselves on being a great place to work and our Gallup Exceptional Workplace 2025 award was not only awarded with Distinction but also named us as the first UK-based company to receive a Gallup Exceptional Workplace for ten years in a row. We are also the only Insurer to feature in the LinkedIn Top 15 Companies 2025 list of Best midsize employers to grow your career in the UK, the Glassdoor Best Places to Work UK List 2023 and 2024 and were recognised as a certified UK Top Employer by the Top Employers Institute in 2023, 2024 and 2025.
We offer a supportive culture where we empower and inspire our people to perform, offer them opportunities to grow, and recognise and reward their contribution. Our people are proud to work for a company that respects them and their communities, and they trust us to be financially sustainable, so we are successful now and in the future.
Closing date: 27th January 2026
Training Improvement Consultant for our Financial Advisory population in Royal Leamington Spa employer: NFU Mutual
Contact Detail:
NFU Mutual Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Training Improvement Consultant for our Financial Advisory population in Royal Leamington Spa
✨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. A friendly chat can lead to insider info about job openings or even referrals.
✨Tip Number 2
Prepare for interviews by researching the company and its training initiatives. Show us that you understand their goals and how you can contribute to improving their Financial Advisory training programmes.
✨Tip Number 3
Practice your delivery! Since you'll be involved in training, it’s crucial to demonstrate your communication skills. Consider doing mock presentations to friends or family to get comfortable with your style.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Training Improvement Consultant for our Financial Advisory population in Royal Leamington Spa
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Training Improvement Consultant role. Highlight your experience in financial services and any training you've delivered, as this will show us you're a great fit for our team!
Showcase Your Skills: Don’t forget to mention your QCF Level 4 qualification and any relevant training software you’ve used, like Articulate. We want to see how your skills align with what we’re looking for in this role!
Be Authentic: Let your personality shine through in your application! We value creativity and diverse perspectives, so don’t hesitate to share what makes you unique and how you can contribute to our inclusive workplace.
Apply Through Our Website: For the best chance of success, make sure to submit your application through our website. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at NFU Mutual
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services regulations and processes. Being QCF Level 4 qualified is great, but showing that you can apply that knowledge practically will really impress the interviewers.
✨Showcase Your Training Skills
Prepare to discuss your experience in delivering training. Think of specific examples where you've successfully trained others or improved processes. This role is all about enhancing training for Financial Advisors, so demonstrating your ability to do this will be key.
✨Be Ready for Scenario Questions
Expect questions that ask how you would handle certain situations, especially around compliance and process improvements. Practise articulating your thought process and how you would implement changes effectively while ensuring compliance.
✨Emphasise Team Collaboration
This role involves working with various departments, so highlight your teamwork skills. Share examples of how you've collaborated with others in the past, particularly in a financial advisory context, to show you're a team player who can work across functions.
