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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.
- Qualifications: Level 4 Diploma in Financial Planning and experience in financial advice roles.
- 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
Ideal for candidates based in Leeds or the wider Yorkshire area, or within a reasonable commute.
Financial Planner Trainer in 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 Yorkshire
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners and trainers. Attend industry events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills in interviews! When you get that interview, be ready to demonstrate your coaching techniques and how you've helped others improve. Bring examples of your past successes to the table – it’ll make you stand out as a candidate.
✨Tip Number 3
Research the company culture! Before applying or interviewing, dive into what makes the company tick. Understanding their values and how they support adviser development will help you tailor your approach and show you’re a perfect fit.
✨Tip Number 4
Apply through our website! We’ve got all the latest job openings listed there, and it’s the best way to ensure your application gets seen. Plus, you can easily keep track of your applications and any updates from us!
We think you need these skills to ace Financial Planner Trainer in 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. We want to see how your coaching can genuinely drive better advice and client outcomes, so share specific examples of your past experiences!
Tailor Your Application: Make sure to customise your application to highlight your relevant experience in financial advice and adviser development roles. We love seeing how your skills align with our needs, so don’t hold back on showcasing your strengths!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make it easy for us to understand your qualifications and experiences. A well-structured application goes a long way!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting role. 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 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. Use specific scenarios where your guidance led to improved outcomes, as this will demonstrate your ability to drive performance effectively.
✨Engage with the Company Culture
Research the company’s values and culture. Be ready to discuss how you can contribute to their collaborative environment and promote continuous improvement among advisers. This shows that you’re not just looking for a job, but a place where you can make a real impact.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the team dynamics. Inquire about their current coaching strategies or how they measure success in adviser development. This not only shows your interest but also helps you gauge if the role is the right fit for you.