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- Tasks: Coach Financial Planners to enhance their skills and improve client outcomes.
- Company: Join a growing financial planning organisation with a collaborative culture.
- Benefits: Salary up to £60,000, hybrid working, and generous leave plus bonuses.
- Why this job: Make a real impact by developing future financial advisors in a supportive environment.
- Qualifications: Level 4 Diploma in Financial Planning and experience in financial advice roles.
- Other info: Strong professional development support and career progression opportunities.
The predicted salary is between 43000 - 52000 £ 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
The Company
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.
Locations
Financial Planner Trainer in Leeds, Yorkshire 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 Leeds, Yorkshire
✨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
Prepare for interviews by practising common questions related to coaching and performance insights. We recommend role-playing with a friend or using online resources to get comfortable with your responses.
✨Tip Number 3
Showcase your expertise! Bring examples of how you've developed Financial Planners in the past, and be ready to discuss specific outcomes. This will demonstrate your ability to drive better advice and client outcomes.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Financial Planner Trainer in Leeds, Yorkshire
Some tips for your application 🫡
Show Your Passion for Coaching: When you're writing your application, let your enthusiasm for developing Financial Planners shine through. Share specific examples of how you've positively impacted others' performance and outcomes in the past. We want to see that you genuinely care about helping advisers grow!
Tailor Your Experience: Make sure to highlight your relevant experience in financial advice, wealth management, or adviser development roles. We’re looking for someone who understands FCA regulatory expectations, so don’t forget to mention any qualifications or training that align with this role.
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language and avoid jargon where possible. We appreciate a well-structured application that makes it easy for us to see why you’d be a great fit for the Performance & Excellence Associate role.
Apply Through Our Website: We encourage you to submit your application directly through our website. This way, you’ll ensure it reaches the right people and you can easily keep track of your application status. Plus, it’s a great way to show your interest in joining our growing team!
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 confidently will show that you're not just a trainer but also a knowledgeable resource.
✨Showcase Your Coaching Style
Prepare to share examples of how you've successfully coached Financial Planners in the past. Think about specific situations where your guidance led to improved outcomes, and be ready to discuss your approach to both 1:1 and group coaching.
✨Be Ready for Scenario Questions
Expect questions that ask how you'd handle various coaching scenarios or performance challenges. Practise articulating your thought process and strategies for supporting advisers through their development journey.
✨Emphasise Continuous Improvement
Since the role focuses on promoting a culture of continuous improvement, come prepared with ideas on how you would implement this within the team. Discuss any previous initiatives you've led that fostered growth and development among advisers.
