At a Glance
- Tasks: Lead training and coaching to enhance protection advice and adviser performance.
- Company: Join Pivotal, the UK's top mortgage and protection advice provider.
- Benefits: Competitive salary, growth opportunities, and a supportive culture.
- Other info: Be part of a people-first culture that values growth and excellence.
- Why this job: Make a real difference in people's lives through impactful training and development.
- Qualifications: 5+ years in protection with leadership and training experience.
The predicted salary is between 50000 - 65000 £ per year.
We are looking for a passionate protection specialist with a proven track record of developing adviser capability through coaching, training and performance support. The role involves improving protection outcomes across Pivotal by developing advisers, leaders and businesses through coaching, training and performance consultancy. Success is measured not by sessions delivered, but by improvements in protection penetration, revenue per adviser, case quality, client outcomes, adviser confidence and business partner engagement.
What Great Looks Like
- Protection technical expert - deep knowledge across life insurance, critical illness, income protection, business protection, trusts, underwriting, taxation, provider propositions and Consumer Duty.
- Commercially driven - reads conversion, penetration, income and KPI data to diagnose why a business is underperforming on protection.
- Exceptional coach - observes, questions, challenges and builds accountability rather than just telling; conversation analysis tool experience (e.g. Zoom Revenue Accelerator) a plus.
- Builds structured learning journeys - from foundation training through accreditation, advanced and business protection, leadership development and ongoing coaching.
- Data driven - uses MI, CRM, QA and call scoring to target interventions.
- Industry credible - ideally a former high-performing adviser, sales manager, protection leader or proposition manager people will trust.
Experience We'd Ideally Look For
- 5+ years in protection, with leadership and training delivery experience.
- Coaching qualification desirable.
- Good understanding of FCA expectations.
- Experience creating learning content and presenting to large audiences.
Key Responsibilities
- Training: design protection curriculum, deliver workshops and masterclasses, run new adviser induction, leadership development and the Business Protection Academy.
- Coaching: one-to-one and call coaching, AI review sessions, performance improvement plans.
- Performance consultancy: visit partner firms to observe advisers, analyse performance, identify capability gaps and support development plans.
Success Measures (12 months)
- Increased protection penetration, higher average premium per case, better adviser competency and QA scores, stronger provider engagement, and measurable commercial uplift attributable to training.
Culture
We're a people-first business where colleagues excel, grow and feel genuinely valued. Our entrepreneurial partners lead award-winning teams delivering exceptional advice with speed, precision and care. We're obsessed with the client experience, naturally curious, and never stop striving for better.
Protection Training & Development Manager in England employer: Pivotal
Pivotal is an excellent employer that fosters a collaborative work environment in Norwich, where you can thrive as a Digital Account Manager. With a focus on employee growth and satisfaction, we offer competitive salaries, generous leave policies including a day off for your birthday, and unique perks like a dog-friendly office. Join us to build strong client relationships while enjoying meaningful development opportunities in your career.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Training & Development Manager in England
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Pivotal. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Pivotal.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Pivotal. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Protection Training & Development Manager in England
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Pivotal and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Pivotal how you can be a team player!
How to prepare for a job interview at Pivotal
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Pivotal.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Pivotal's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
