Financial Planning L&D Lead — Coaching & Growth (Hybrid)
Financial Planning L&D Lead — Coaching & Growth (Hybrid)

Financial Planning L&D Lead — Coaching & Growth (Hybrid)

Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Create engaging training sessions and coach financial advisers to enhance their skills.
  • Company: Progressive financial advisory firm with a focus on growth and excellence.
  • Benefits: Competitive salary up to £60,000, £5,000 car allowance, and supportive culture.
  • Why this job: Make a real impact by developing the next generation of financial planners.
  • Qualifications: Level 4 Diploma in Financial Planning and experience in adviser training.
  • Other info: Hybrid role with opportunities for personal and professional growth.

The predicted salary is between 36000 - 60000 £ per year.

A progressive financial advisory firm in Thornton Hough seeks a Learning & Development Manager to enhance the skills of Financial Planners. This hybrid role requires creating engaging training sessions, coaching advisers, and collaborating with various departments.

The ideal candidate will have a minimum Level 4 Diploma in Financial Planning and experience in adviser training.

Competitive salary package includes up to £60,000 base, a £5,000 car allowance, and a supportive culture focused on growth and excellence.

Financial Planning L&D Lead — Coaching & Growth (Hybrid) employer: Ortus PSR Ltd.

Join a forward-thinking financial advisory firm in Thornton Hough, where we prioritise employee development and foster a culture of collaboration and excellence. As a Financial Planning L&D Lead, you will benefit from a competitive salary package, including a generous car allowance, while having the opportunity to shape the future of our advisers through innovative training and coaching initiatives. Our supportive environment encourages personal and professional growth, making it an ideal place for those seeking meaningful and rewarding employment.
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Contact Detail:

Ortus PSR Ltd. Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning L&D Lead — Coaching & Growth (Hybrid)

Tip Number 1

Network like a pro! Reach out to current employees at the firm on LinkedIn and ask about their experiences. A friendly chat can give us insights into the company culture and might even lead to a referral!

Tip Number 2

Prepare for the interview by researching common questions for Learning & Development roles. We should also think of examples from our past experiences that showcase our coaching skills and ability to create engaging training sessions.

Tip Number 3

Showcase our passion for financial planning! During interviews, let’s discuss how we stay updated with industry trends and how we can bring innovative ideas to enhance the skills of Financial Planners.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure our application gets noticed. Plus, we can tailor our application to highlight how we fit perfectly with the firm's supportive culture focused on growth and excellence.

We think you need these skills to ace Financial Planning L&D Lead — Coaching & Growth (Hybrid)

Learning & Development
Coaching Skills
Training Design
Financial Planning
Adviser Training
Collaboration
Communication Skills
Level 4 Diploma in Financial Planning
Engagement Strategies
Performance Improvement
Curriculum Development
Analytical Skills
Adaptability
Growth Mindset

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Planning L&D Lead role. Highlight your Level 4 Diploma in Financial Planning and any relevant adviser training experience to catch our eye!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for coaching and development, and explain how you can enhance the skills of our Financial Planners. Be genuine and let your personality come through.

Showcase Your Training Experience: We want to see your experience in creating engaging training sessions. Include specific examples of how you've successfully coached advisers or collaborated with different departments in the past.

Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and get back to you quickly!

How to prepare for a job interview at Ortus PSR Ltd.

Know Your Financial Planning Stuff

Make sure you brush up on your financial planning knowledge, especially if you have a Level 4 Diploma. Be ready to discuss key concepts and how they apply to training advisers. This shows you're not just a trainer but someone who truly understands the field.

Showcase Your Coaching Skills

Prepare examples of how you've successfully coached advisers in the past. Think about specific challenges you faced and how you helped them grow. This will demonstrate your ability to enhance skills effectively, which is crucial for this role.

Engage with the Company Culture

Research the firm’s culture and values. Be ready to discuss how your approach to learning and development aligns with their focus on growth and excellence. Showing that you fit into their supportive environment can set you apart from other candidates.

Collaborate Like a Pro

Since this role involves working with various departments, think of examples where you've successfully collaborated in the past. Highlight your communication skills and how you can bring different teams together to create engaging training sessions.

Financial Planning L&D Lead — Coaching & Growth (Hybrid)
Ortus PSR Ltd.
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  • Financial Planning L&D Lead — Coaching & Growth (Hybrid)

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

    Ortus PSR Ltd.

    50-100
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