Financial Services Trainer (Financial Planning / Services) in Costessey

My client is a leading provider of education and training in the Financial Services Sector and they have an exciting opportunity for a former Financial Planning/Services Professional to join their existing team as a Trainer. Please note this role is entirely remote, working from home.

The ideal candidate for this role would be a Financial Adviser/Planner, Paraplanner or Senior Technical Administrator who is either chartered, level 4 qualified or holds a number of CII qualifications.

Key Responsibilities:

• You will plan and prepare schemes of work, lessons, and sessions.
• You will teach across a range of financial services qualification types (CII / LIBF) and levels, online and at employer sites.
• You will research and develop new topics, courses and teaching materials, especially online resources.
• You will teach individuals and small groups of learners from a range of backgrounds, abilities, and ages.
• You will monitor, assess and mark learners' work (you will have the support of a qualified and experienced assessor with your allotted group of learners).
• You will maintain accurate records and monitor learners' progress.
• You will set and oversee examinations and liaise with assessment organisations to ensure quality standards are met.
• You will carry out pastoral support as a tutor and mentor to learners.
• You will conduct reviews and tutorials on a one-to-one basis with learners and together with employers.
• You will plan additional support requirements for learners.
• You will contribute to sector meetings to monitor, review, and evaluate relevant courses.
• You will represent my clients training at taster days, open days, and careers events appropriate to the sector.
• You will keep up to date with, and implement company performance and quality frameworks, policies, and processes.
• You will interview and enrol prospective learners.
• You will liaise with other educational professionals and organisations.
• You will carry out learner assessments in the workplace.
• You will undertake a range of administrative tasks.
• You will ensure you undertake the highest standards regarding teaching and assessment practice.
• You will embed personal development, welfare, and behaviour topics into sessions where appropriate.
• You will stretch and challenge learners' literacy and numeracy when training, assessing or marking.
• You will deliver functional skills as required.
• You will assist with my clients training in ensuring its marketing efforts are up to date, appropriate and relevant.
• You will perform site visits to employers to review learner progress, and also ensure the employer is providing a safe and supportive environment conducive to learning.
• You will build rapport with employers to ensure the successful delivery of training programmes.
• You will raise any concerns immediately to the company's designated safeguarding officer.
• You will create support plans for learners if they fall behind.
• You will operate strictly within the funding and performance rules of our commissioners, including the Education and Skills Funding Agency and Ofsted.

Personal Specification:

Essential:

• Minimum 5 years' experience working within an IFA practice environment.
• CII DipPFS, equivalent or higher, though someone with a number of CII qualifications may be considered.
• In-depth knowledge of financial services.
• Exceptional written and verbal communication skills.
• Interpersonal skills (ability to relate to students of all ages and abilities).
• Strong organisational and planning skills.
• Creativity to make learning engaging.
• A flexible approach to work.
• Enthusiasm, positivity, motivation and commitment.
• Patience and a sense of humour.

Desirable:

• Level 3 teaching or training qualification (can be supplied).
• Level 3 assessing qualification (can be supplied).
• Training, coaching and mentoring experience.

Functional Accountabilities:

• You will maintain an in-depth knowledge of your subject or professional area through meeting the CPD requirements of the CII.
• You will ensure both internal and external performance and quality standards are met.
• You will ensure the continuous improvement of performance and quality standards across the business in a supportive and objective manner.
• You will perform and assist in the end to end administrative process.
• You will foster a culture of performance and quality built on openness, respect and high professional standards.

Benefits:

• Salary up to £40,000.00 NEG DEO.
• Complete remote working (nationwide).
• Smart / casual dress code.
• Monday to Thursday 09:00 - 17:00, Friday 09:00 - 14:00 (35 Hours Per Week).
• 32 days per annum including bank holidays, 4 days to be reserved for the festive period as offices closed.
• Auto enrolment pension.
• Laptop and monitor provided as well as itinerary and training to start the role efficiently as well as literature and curriculum to refer to.
• Commitment to your training and development.
• Diverse and progressive culture.