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- Tasks: Coach and develop Financial Planners to enhance their skills and client outcomes.
- Company: Join a growing financial planning organisation with a collaborative culture.
- Benefits: Competitive salary, hybrid working, 28 days leave, and professional development support.
- Why this job: Make a real impact by shaping the future of financial advice and supporting adviser growth.
- Qualifications: Level 4 Diploma in Financial Planning and experience in financial advice or adviser development.
- Other info: Enjoy a supportive environment with excellent career progression opportunities.
The predicted salary is between 42000 - 60000 £ per year.
If you enjoy developing Financial Planners and want a role where your coaching genuinely drives better advice and client outcomes, this Performance & Excellence Associate job could be a fantastic next step for an experienced Financial Planner Trainer. In this role, you'll work closely with Financial Planners to help refine their approach, strengthen their technical capability and support a consistent, high-quality planning process. You'll bring positive energy, constructive challenge and practical guidance to help individuals perform at their best. The work is varied, combining adviser coaching, performance insight, collaborative projects and involvement in onboarding new planners as the business continues to grow.
Typical duties include:
- Delivering 1:1 and group coaching to advisers, both virtually and in person
- Reviewing performance trends and identifying development priorities
- Supporting adviser induction and ongoing professional development
- Working with internal teams to maintain strong alignment of processes and standards
- Helping to promote a culture of continuous improvement across the adviser community
Requirements
Essential:
- Level 4 Diploma in Financial Planning (or equivalent)
- Experience in financial advice, wealth management, T&C, or adviser development roles
- Strong understanding of FCA regulatory expectations
- Confident delivering training, coaching or competency assessments
- Able to interpret MI and performance data
Desirable:
- Chartered status or actively working towards this would be beneficial
- J07 qualified would be desirable
- Experience supporting multi-site or growing advice teams
- Familiarity with cashflow modelling tools
You’ll be joining a growing financial planning organisation with a strong reputation for high advice standards, modern processes and a collaborative culture. The business is continuing to expand and places significant value on adviser development, making this a key role within their structure.
Benefits
Salary £50,000 - £60,000 depending on experience + car allowance
- Hybrid working arrangement (approx. two office days per week)
- Company benefits include: 28 days annual leave, plus bank holidays (this will increase with each year of service up to a maximum of 30 days), plus following successful completion of probation period: group life assurance (4 x basic annual salary), income protection, private medical insurance, healthcare cash plan, pension contributions and discretionary bonus scheme
- Occasional regional travel (around 10%)
- Strong professional development support, including further qualifications
- Inclusive, supportive working environment with career progression potential
Location
Ideal for candidates based in Leeds or the wider Yorkshire area, or within a reasonable commute.
Financial Planner Trainer in Humber employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner Trainer in Humber
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Get involved in industry events or webinars. These are great places to meet potential employers and showcase your expertise. Plus, it’s a fab way to stay updated on trends and make yourself stand out!
✨Tip Number 3
Don’t shy away from social media! Use platforms like LinkedIn to share your insights on financial planning and engage with others in the field. This can help you build your personal brand and attract job offers.
✨Tip Number 4
Apply directly through our website! It shows initiative and gives you a better chance of being noticed. Plus, we love seeing candidates who are genuinely interested in joining our team.
We think you need these skills to ace Financial Planner Trainer in Humber
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial planning and training. We want to see how your skills align with the role of a Financial Planner Trainer, so don’t hold back on showcasing your relevant achievements!
Show Your Passion: Let your enthusiasm for developing others shine through in your application. We love candidates who are genuinely excited about coaching and helping Financial Planners improve their skills and client outcomes. Share specific examples of how you've made a difference in previous roles!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and focus on what makes you a great fit for the role. Use bullet points where possible to make it easy for us to read through your qualifications.
Apply Through Our Website: We encourage you to submit your application directly through our website. This helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy to do!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around FCA regulations and performance metrics. Being able to discuss these topics confidently will show that you're not just a trainer but also a knowledgeable resource.
✨Showcase Your Coaching Skills
Prepare examples of how you've successfully coached Financial Planners in the past. Think about specific situations where your guidance led to improved performance or client outcomes. This will demonstrate your ability to drive results.
✨Be Ready for Role-Play
Expect some role-play scenarios during the interview. Practise delivering a coaching session or handling a challenging adviser situation. This will help you showcase your training style and adaptability in real-time.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to adviser development and their culture of continuous improvement. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
