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
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like S Knights Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Trainer
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to S Knights Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on S Knights Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at S Knights Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with S Knights Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at S Knights Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former S Knights Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
