At a Glance
- Tasks: Deliver engaging training in Financial Services and support learners through their development journey.
- Company: Join a respected national training provider focused on learner success and career development.
- Benefits: Competitive salary, flexible working, ongoing professional development, and supportive teams.
- Other info: Dynamic role with opportunities for career growth and innovation.
- Why this job: Shape the future of finance by training the next generation of Financial Advisers.
- Qualifications: Experience in Financial Services and a passion for teaching and coaching.
The predicted salary is between 35000 - 40000 £ per year.
Location: West Midlands / East Midlands
Salary: £35,000 – £40,000
Contract: Full-time | Permanent
Are you an experienced Financial Services professional with a passion for training and learner development? This is an exciting opportunity to use your industry expertise to deliver high-quality Financial Services Apprenticeships and Financial Advice training, helping learners build successful careers within the finance sector.
About the Company
You’ll be joining a respected national training provider operating within the Apprenticeships, Employability, and Skills sector, delivering industry-focused programmes that support learners into meaningful careers. With a strong reputation for quality delivery and learner success, the organisation works closely with employers across the UK to provide practical, career-focused training aligned to industry requirements and workforce demands. They offer a supportive and forward-thinking environment where innovation, learner outcomes, and professional development are highly valued.
Why join?
- Opportunity to deliver impactful Financial Services Apprenticeships
- Flexible delivery model combining remote and workplace-based learning
- Supportive quality and curriculum teams
- Ongoing CPD and professional development opportunities
- Work within a respected organisation in the Further Education and Skills sector
- Opportunity to shape the next generation of Financial Advisers and Paraplanners
About the Job
As a Financial Trainer, you will deliver and support the Level 4 Diploma in Financial Advice / Paraplanning Apprenticeship Standard, guiding learners through their development journey from onboarding to End Point Assessment preparation. You’ll deliver engaging training through a blend of remote learning, one-to-one coaching, and workplace support, helping apprentices develop the knowledge, skills, and behaviours required for success within the financial services industry.
Key Responsibilities:
- Deliver training across Financial Services, Regulated Financial Planning, and Paraplanning Apprenticeships
- Support learners through coaching, teaching, and assessment activities
- Prepare learners for examinations and End Point Assessment (EPA)
- Deliver remote and workplace-based training sessions
- Develop engaging curriculum content and learning materials
- Monitor learner progress and maintain compliant learner documentation
- Support achievement, retention, and progression targets
- Ensure delivery aligns with Ofsted standards, apprenticeship compliance, and awarding body requirements
- Embed employability skills, safeguarding, Prevent, and Equality & Diversity within delivery
- Work collaboratively with employers and internal quality teams
Ideal Candidate
You’ll be an experienced Financial Services professional with strong industry knowledge and a passion for teaching, coaching, and learner development. You will have:
- Extensive experience within the Financial Services sector
- A Level 4 Diploma in Regulated Financial Planning or Paraplanning
- A recognised teaching qualification such as CTLLS, DTLLS, PGCE, AET, or equivalent
- A recognised assessor qualification such as TAQA, A1, D32/D33, or CAVA
- Strong communication and learner engagement skills
- Ability to explain complex financial concepts in an engaging and accessible way
- Good organisational, administrative, and IT skills
Desirable:
- Experience delivering Financial Services Apprenticeship Standards
- Knowledge of Functional Skills, safeguarding, e-portfolio systems, and apprenticeship compliance
- Chartered Financial Planner status or CeMAP qualification
- Experience within the Further Education, Apprenticeships, or Skills sector
If you’re looking for an opportunity to combine your Financial Services expertise with a rewarding training career, this is a fantastic chance to help shape the future workforce within the finance sector. Apply now to join a respected training provider and support learners across the Midlands to achieve successful careers in Financial Advice and Paraplanning.
Financial Trainer employer: S Knights Recruitment
Join a respected national training provider in the West Midlands/East Midlands, where your expertise in Financial Services will empower the next generation of Financial Advisers and Paraplanners. With a strong commitment to professional development, a supportive work culture, and a flexible delivery model, you will have the opportunity to make a meaningful impact while enjoying ongoing CPD opportunities and collaboration with dedicated quality teams.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Trainer
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services sector. Attend industry events, join relevant online groups, and don’t be shy about reaching out to potential employers on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to meet with hiring managers or during interviews, make sure to highlight your teaching and coaching experience. Share specific examples of how you've helped learners succeed in the past – it’ll set you apart from the competition.
✨Tip Number 3
Prepare for those interviews! Research the company and their training programmes thoroughly. Be ready to discuss how your background in financial services aligns with their mission to support learners. Tailoring your responses will show them you’re genuinely interested in the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications and stay updated on new roles that pop up.
We think you need these skills to ace Financial Trainer
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Financial Trainer role. Highlight your financial services background and any teaching or coaching experience you have. We want to see how you can bring your expertise to our learners!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about training and how your experience aligns with our mission at StudySmarter. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Teaching Style:In your application, give us a glimpse of your teaching style. Share examples of how you've engaged learners in the past or how you plan to deliver impactful training. We’re all about innovative approaches, so don’t hold back!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets into the right hands quickly. Plus, you’ll find all the details you need about the role there!
How to prepare for a job interview at S Knights Recruitment
✨Know Your Stuff
Make sure you brush up on your financial services knowledge. Be ready to discuss the Level 4 Diploma in Financial Advice and how it applies to the role. Familiarise yourself with current trends in the finance sector, as well as any relevant regulations or compliance standards.
✨Showcase Your Teaching Skills
Prepare to demonstrate your teaching and coaching abilities. Think of examples where you've successfully engaged learners or adapted your teaching style to meet different needs. This will show that you can deliver impactful training sessions.
✨Engage with the Company’s Values
Research the company’s mission and values. Be ready to discuss how your personal values align with theirs, especially around learner development and innovation. This shows that you’re not just looking for a job, but a place where you can contribute meaningfully.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask at the end of your interview. Inquire about their approach to curriculum development or how they support trainers in their professional growth. This demonstrates your genuine interest in the role and the organisation.
