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.
- Other info: Ideal for those passionate about coaching and developing talent in finance.
- 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.
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 in Birmingham employer: Resource Matters Ltd
Join a dynamic and supportive Training & Development team that prioritises employee growth and innovation in the financial services sector. With a strong emphasis on collaboration, our company offers comprehensive training solutions and a culture that values continuous learning, ensuring you have the resources to thrive in your role. Located in a vibrant area, we provide a flexible work environment that encourages creativity and professional development, making it an excellent place for passionate individuals looking to make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser Training and Development Consultant in Birmingham
✨Connect with Local Educational Institutions
Get involved with universities and colleges in your area, especially those that offer adult continuing education programmes. Attend open days or even guest lectures to network with faculty members and find out about potential job openings before they even get advertised.
✨Leverage Professional Education Networks
Join professional networks focused on adult education, such as the Adult Learning Australia or the International Society for Technology in Education. These communities often have job boards or can point you towards opportunities at places like Resource Matters Ltd just waiting for the right candidate!
✨Showcase Your Passion for Lifelong Learning
In your interviews, share your own experiences and thoughts on lifelong learning. Highlight any courses or workshops you've taken recently to demonstrate your commitment to personal development and the importance of education. This is a big plus for roles in this field!
✨Apply Through Our Website
Don't forget to check out our careers page at Resource Matters Ltd. Applying directly through our website not only makes your application stand out but also shows you're genuinely interested in joining us. We love seeing candidates who take that extra step.
We think you need these skills to ace Financial Adviser Training and Development Consultant in Birmingham
Some tips for your application 🫡
Highlight Your Experience in Education:When crafting your CV for the Financial Adviser Training and Development Consultant role, make sure to emphasise any relevant experience in adult or continuing education. This could be teaching credentials, training sessions you've facilitated, or programmes you’ve developed. The more specific you can be about your contributions and outcomes, the better!
Showcase Your Interpersonal Skills:In the adult continuing education sector, strong communication and interpersonal skills are key. Use your cover letter to share specific examples of how you’ve worked with diverse groups or handled different learning styles. Let us see how you've engaged learners—you’re selling your teaching style here!
Connect Your Passion to Our Mission:At Resource Matters Ltd, we value candidates who resonate with our mission to empower lifelong learners. Make sure your cover letter reflects your passion for adult education and your alignment with our goals. A genuine connection can really make your application stand out!
Keep it Professional Yet Personable:While it’s important to maintain professionalism in your application, don’t be afraid to let your personality shine through. We’re looking for someone who can connect with our learners, so a friendly, approachable tone can help convey that vibe in your written materials. Apply through our website and let us see the real you!
How to prepare for a job interview at Resource Matters Ltd
✨Showcase Your Passion for Lifelong Learning
When interviewing for a role in adult continuing education at Resource Matters Ltd, it's super important to highlight your passion for lifelong learning. Share personal anecdotes or experiences that demonstrate your commitment to education and how you've fostered a love for learning in others – this is something hiring managers love to see!
✨Prepare for Adult Education Methodologies
Be ready to dive into your knowledge of andragogy and educational theories during the interview. Expect questions about how you would adapt your teaching styles for adult learners – think about specific strategies you’ve used in the past and be prepared to discuss how they positively impacted your students.
✨Discuss Your Experience with Diverse Learners
At Resource Matters Ltd, you’ll likely encounter a diverse range of adult learners, so don’t shy away from discussing your experience with different demographics. Be prepared to share your successes in engaging learners from varied backgrounds, and how your approach has adapted to meet their unique needs.
✨Demonstrate Your Ability to Collaborate
Given that this is a full-time role, teamwork will be essential. Be ready to talk about your experiences working in collaborative settings, whether it be with fellow educators, administrators, or community partners. Highlight specific projects where your collaborative efforts contributed to successful educational outcomes.
