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For Companies At a Glance
- Tasks: Deliver engaging training and coaching to enhance financial advisory skills.
- Company: Respected financial planning organisation focused on professional development.
- Benefits: Competitive salary, hybrid working, and a strong focus on continuous improvement.
- Why this job: Make a real impact on advice quality and help others grow in their careers.
- Qualifications: Level 4 Diploma qualified with experience in training or mentoring.
- Other info: Join a culture that values learning and expertise in a collaborative environment.
The predicted salary is between 60000 - 84000 £ per year.
A highly respected financial planning organisation is seeking an experienced Advice Technical Trainer to strengthen the capability and confidence of its advisory teams. This role sits at the centre of the firm’s learning culture, supporting advisers, paraplanners and technical specialists to deliver consistently high‑quality client outcomes.
About the Organisation
This business believes great advice comes from great people. Professional development, knowledge sharing and continuous improvement are embedded throughout the organisation. Employees are encouraged to advance their technical expertise, challenge themselves professionally and contribute to a culture where learning drives both personal growth and exceptional client service. The firm invests heavily in training, qualifications and coaching to ensure all advisers and technical colleagues remain confident, capable and aligned with regulatory expectations.
The Opportunity
The Advice Technical Trainer plays a pivotal role in enhancing the technical capability of the advisory community. You’ll deliver engaging training, practical coaching and structured development programmes that build knowledge, confidence and strong professional standards. Working closely with advisers, paraplanners and internal specialists, you’ll help ensure colleagues have the skills, understanding and regulatory awareness required to provide high‑quality financial advice. This is an ideal role for someone who loves developing people, sharing expertise and raising professional standards across a growing organisation.
Key Responsibilities
- Deliver engaging training sessions across core financial planning areas: pensions, investments, tax planning, protection and estate planning
- Support structured induction programmes for trainee advisers, qualified advisers and paraplanners
- Facilitate workshops, webinars and CPD learning sessions
- Design high‑quality training materials including presentations, case studies and e‑learning content
- Keep all training content aligned with the latest regulation, legislative changes and industry best practice
- Provide coaching, mentoring and constructive feedback to support individual development
- Work alongside compliance, technical and risk teams to identify learning priorities
- Deliver targeted training following audits, regulatory updates or identified knowledge gaps
- Contribute to a culture focused on strong technical standards and excellent client outcomes
What We’re Looking For
- Strong technical knowledge across key financial planning disciplines
- Level 4 Diploma qualified
- Experience delivering training, coaching or mentoring within financial services
- Ability to communicate complex technical topics clearly and confidently
- A passion for developing people and raising professional standards
- Strong presentation, facilitation and relationship‑building skills
Why apply?
- Shape the development of advisers, paraplanners and support teams
- Join an organisation that genuinely values learning, expertise and continuous improvement
- Make a meaningful impact on advice quality and professional standards
- Competitive salary and benefits package
- Modern, collaborative hybrid working environment
This is an excellent opportunity for a technically strong, Level 4 qualified professional who enjoys building training programmes, presenting, mentoring and helping people grow in their careers. I’m looking to engage with individuals who have experience designing and delivering both technical and soft‑skills training to Financial Advisers, Paraplanners and wider support staff. If you’re passionate about developing others and raising advice standards in a forward‑thinking organisation, I’d love to hear from you.
Advice Trainer in Bromsgrove employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advice Trainer in Bromsgrove
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream job!
✨Tip Number 2
Show off your skills! Create a portfolio or a personal website showcasing your training materials, presentations, and any successful workshops you've led. This gives potential employers a taste of what you can bring to their team.
✨Tip Number 3
Practice makes perfect! Before any interview, rehearse your answers to common questions, especially around your training experience and technical knowledge. We recommend doing mock interviews with friends or mentors to boost your confidence.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team and contributing to our learning culture.
We think you need these skills to ace Advice Trainer in Bromsgrove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Advice Trainer role. Highlight your training experience, technical knowledge, and any relevant qualifications to show us you’re the perfect fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about developing others and how your background makes you an ideal candidate for this role. Keep it engaging and personal!
Showcase Your Training Style: In your application, give us a glimpse of your training style. Whether it’s through examples of past workshops or innovative training materials you’ve created, we want to see how you engage and inspire learners.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on your technical knowledge across key financial planning areas like pensions, investments, and tax planning. Being able to confidently discuss these topics will show that you're not just a trainer, but a knowledgeable resource.
✨Engage with Examples
Prepare to share specific examples of how you've delivered training or coaching in the past. Use stories that highlight your ability to communicate complex topics clearly and effectively, as this is crucial for the role.
✨Show Your Passion
Let your enthusiasm for developing people shine through during the interview. Talk about why you love mentoring and how you’ve contributed to raising professional standards in previous roles. This will resonate well with the organisation's values.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's learning culture and how they support their advisory teams. This shows that you're genuinely interested in contributing to their mission and helps you gauge if it's the right fit for you.