Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.
?Taking your technical expertise away from drafting reports to shape how an entire department learns, this permanent Paraplanning Excellence Trainer role in Bromsgrove, Worcestershire offers a hybrid working pattern and a salary of £50,000 to £60,000 depending on experience. You will coach, upskill, and directly elevate standards across an established wealth management business.
Where you fit in
This Paraplanning Excellence Trainer role exists to bridge high-level technical compliance and daily operational delivery. Working as part of the operational excellence team, you will ensure both newly acquired practices and existing staff master end-to-end workflows. You will design, deliver, and embed structured learning that equips colleagues to produce robust advice documentation and achieve exceptional client outcomes.
How you'd spend your time
- Design engaging learning materials, workflows, and toolkits for paraplanners using modern digital tools.
- Deliver structured training sessions virtually, in the classroom, and occasionally on site during integration.
- Coach colleagues on suitability report writing, technical research standards, and core business systems.
- Monitor new starter progress post-induction to identify learning gaps and provide targeted mentoring.
- Partner with compliance and operational leaders to align materials with Consumer Duty standards. Paraplanning Excellence Trainer
Requirements
- Practical paraplanning, financial planning operations, or financial services experience (essential).- Level 4 Diploma in Financial Planning or an equivalent qualification (essenntial).
- Proven track record delivering engaging training, coaching, or mentoring face to face and virtually (essential). xgikmsk
- Sound technical knowledge of the advice process, FCA expectations, and file quality standards (essential).
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Paraplanning Trainer employer: Premier Jobs UK
Our client is a dynamic national IFA firm that prioritises employee growth and development, making it an exceptional employer for those in the financial planning sector. With a strong commitment to professional advancement, a supportive work culture, and the flexibility of hybrid working in Bromsgrove, this Paraplanning Manager role offers a unique opportunity to lead a talented team while enjoying competitive benefits and a focus on operational excellence.
