Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Train and develop financial advisers to enhance their skills and client engagement.
- Company: A growing financial services business with a focus on adviser support and collaboration.
- Benefits: Salary up to £60,000, hybrid working, and ongoing professional development.
- Why this job: Make a real impact by shaping adviser performance and driving client success.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in training or advising.
- Other info: Strong progression opportunities in a supportive and dynamic environment.
The predicted salary is between 43200 - 72000 £ per year.
Are you an experienced financial professional who loves helping advisers elevate their skills? This Financial Adviser Trainer job could be the perfect blend of technical expertise, people development and long term career opportunity. In this newly created position, you will play a key role in developing advisers across a well established and growing financial planning business. Your work will help strengthen adviser capability, improve client outcomes and support the company’s continued expansion.
This is a hands on training role, combining both technical knowledge and commercial awareness, with the autonomy to shape impactful learning programmes. You will deliver training to existing advisers with a broad range of experience, rather than new-to-industry trainees. This includes designing and delivering engaging sessions, running workshops, creating learning materials and providing one to one coaching where needed. You will also support adviser development around client engagement, effective communication and improving conversion on warm client opportunities.
This is an excellent role for someone who enjoys influencing adviser performance and wants to make a tangible difference. Progression opportunities are strong, with the potential to grow responsibilities or specialise as the training function expands.
Financial Adviser Trainer Requirements- Essential
- Level 4 Diploma in Regulated Financial Planning or equivalent
- Experience as a Financial Adviser or Paraplanner, or significant technical training experience within financial services
- Strong knowledge across pensions, investments, protection and broader planning areas
- Background in delivering training, coaching or mentoring within a regulated environment
- Experience supporting adviser development around client relationships or business growth
- Exposure to designing learning materials or digital training content
The Company: A growing, adviser focused financial services business with a strong reputation for professionalism. They support advisers with high quality resources, a collaborative culture and a commitment to continuous improvement.
Financial Adviser Trainer Benefits- Salary up to £60,000
- Hybrid working, typically three days office based and two from home
- Opportunities to shape the training function as it develops
- Supportive environment with ongoing professional development
Location: Candidates should live within a reasonable commute of Bromsgrove, with flexibility through hybrid working.
If you are passionate about developing advisers and want a role with influence, impact and long term potential, we encourage you to apply today.
Financial Adviser Trainer in Bromsgrove employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser Trainer in Bromsgrove
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its training programmes. Tailor your responses to highlight how your experience aligns with their needs, especially in developing advisers and improving client outcomes.
✨Tip Number 3
Showcase your training skills! Bring examples of past training materials or sessions you've delivered to the interview. This will demonstrate your hands-on experience and ability to engage advisers effectively.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Financial Adviser Trainer in Bromsgrove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Adviser Trainer role. Highlight your training experience, technical knowledge, and any relevant qualifications to show us you’re the perfect fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about developing advisers and how your background makes you an ideal candidate for this position. Keep it engaging and personal!
Showcase Your Training Skills: Since this role involves delivering training and coaching, be sure to include examples of your previous training sessions or workshops. We want to see how you’ve made an impact in the past and how you can do the same with us!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and protection. Being able to discuss these topics confidently will show that you're not just a trainer, but a credible expert in the field.
✨Showcase Your Training Skills
Prepare examples of how you've successfully delivered training or coaching in the past. Think about specific sessions you've run or materials you've created that had a positive impact on adviser performance. This will demonstrate your hands-on experience and ability to engage learners.
✨Understand Their Culture
Research the company’s values and culture. Be ready to discuss how your approach to training aligns with their commitment to continuous improvement and adviser support. This shows that you’re not just looking for any job, but that you genuinely want to be part of their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company's future plans for the training function. This not only shows your interest but also gives you a chance to assess if this is the right fit for you. Plus, it can spark a great conversation during the interview!
