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For Companies At a Glance
- Tasks: Lead training and development for financial advisers, creating engaging onboarding and upskilling programmes.
- Company: Join a specialist Training & Development team focused on financial advice excellence.
- Benefits: Enjoy flexible working options and opportunities for professional growth.
- Why this job: Make a real impact by shaping the future of financial advisers in a dynamic environment.
- Qualifications: Must have Level 4 financial services qualification and proven training experience.
- Other info: Ideal for those passionate about coaching and developing talent in finance.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Do you experience in training and coaching within a regulated financial advice environment and are Level 4 qualified, plus experience designing and delivering diverse training solutions—including digital content (Rise, Articulate), remote sessions, and face-to-face workshops.
If so, then join our client’s specialist Training & Development team in a Training role.
What You’ll Be Doing:
- Scoping & Managing T&D Plans: Collaborate across business areas to scope and manage training and development plans. Conduct training needs analyses for new colleagues, identify learning gaps, and develop plans to address them.
- Onboarding New Colleagues: Design, deliver, and evaluate onboarding programmes that are high-quality, engaging, and sustainable—both remotely and via face-to-face workshops.
- Upskilling Existing Colleagues: Create and deliver blended learning solutions (directly or via Train the Trainer approach) for existing staff. Ensure managers are equipped to embed training into ongoing performance.
- Evaluation: Develop and implement evaluation methods to validate training effectiveness.
- Quality Assurance: Maintain training materials to ensure they remain current, accurate, and aligned with the business and work closely with subject matter experts.
We’re Looking For:
- Recognised Level 4 financial services qualification minimum (e.g., CII Diploma in Financial Planning).
- Proven success in training and coaching within a regulated financial advice environment.
- Experience designing and delivering diverse training solutions—including digital content (Rise, Articulate), remote sessions, and face-to-face workshops.
- Strong knowledge of regulatory and legislative requirements related to financial advice.
- Experience using or training on Investment Platforms.
- Motivational, inspiring training style with excellent presentation skills.
- Proven ability to set direction, motivate, and develop others to achieve operational goals.
Financial Adviser Training and Development Consultant employer: Resource Matters Ltd
Contact Detail:
Resource Matters Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser Training and Development Consultant
✨Tip Number 1
Network with professionals in the financial services sector, especially those who have experience in training and development. Attend industry events or webinars to connect with potential colleagues and learn about their experiences.
✨Tip Number 2
Familiarise yourself with the latest training technologies and methodologies, particularly those mentioned in the job description like Rise and Articulate. Consider creating a small portfolio showcasing your ability to design engaging digital content.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully conducted training needs analyses and developed training plans. Be ready to share metrics or feedback that demonstrate the effectiveness of your training solutions.
✨Tip Number 4
Research the company’s current training programmes and identify areas for improvement. This will not only show your initiative but also give you valuable insights to discuss during interviews.
We think you need these skills to ace Financial Adviser Training and Development Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 financial services qualification and relevant training experience. Use specific examples of how you've designed and delivered training solutions, especially in a regulated financial advice environment.
Craft a Compelling Cover Letter: In your cover letter, emphasise your experience with digital content creation and your ability to conduct training needs analyses. Mention your motivational training style and how it aligns with the company's goals.
Showcase Your Skills: Include specific skills related to the job description, such as your knowledge of regulatory requirements and experience with investment platforms. Highlight any tools you’ve used like Rise or Articulate for creating training content.
Proofread and Edit: Before submitting your application, carefully proofread your documents for any errors. Ensure that your language is clear and professional, reflecting your strong presentation skills.
How to prepare for a job interview at Resource Matters Ltd
✨Showcase Your Training Experience
Be prepared to discuss your previous experience in training and coaching within a regulated financial advice environment. Highlight specific examples of how you've designed and delivered training solutions, especially using digital tools like Rise and Articulate.
✨Demonstrate Your Onboarding Skills
Talk about your approach to onboarding new colleagues. Share any successful programmes you've created or delivered, focusing on how you made them engaging and sustainable, whether remotely or in person.
✨Emphasise Evaluation Methods
Discuss the evaluation methods you've implemented to assess training effectiveness. Be ready to explain how you measure success and make adjustments based on feedback to ensure continuous improvement.
✨Exhibit Your Knowledge of Regulations
Make sure to convey your strong understanding of regulatory and legislative requirements related to financial advice. This knowledge is crucial for the role, so be prepared to discuss how it influences your training strategies.
