Financial Services Trainer (Financial Planning/Services). Job in Norwich Education & Training Jobs
Financial Services Trainer (Financial Planning/Services). Job in Norwich Education & Training Jobs

Financial Services Trainer (Financial Planning/Services). Job in Norwich Education & Training Jobs

Norwich Full-Time 40000 - 40000 £ / year (est.) Home office possible
Service Service

At a Glance

  • Tasks: Train and inspire future financial professionals through engaging online lessons and support.
  • Company: Leading provider of education in the Financial Services Sector, offering a remote work culture.
  • Benefits: Competitive salary, flexible hours, remote work, and commitment to your professional development.
  • Other info: Join a diverse team with a focus on creativity and continuous improvement.
  • Why this job: Make a real difference by shaping the next generation of financial advisers and planners.
  • Qualifications: 5+ years in financial services, CII qualifications, and a passion for teaching.

The predicted salary is between 40000 - 40000 £ per year.

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.

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 (please note 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 DOE.
  • 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.

Financial Services Trainer (Financial Planning/Services). Job in Norwich Education & Training Jobs employer: Service Service

As a leading provider of education and training in the Financial Services Sector, our company offers an exceptional work environment that prioritises employee growth and development. With complete remote working flexibility, a diverse and progressive culture, and a commitment to your training, we ensure that our team members thrive both personally and professionally. Enjoy competitive benefits, including a generous holiday allowance and a supportive atmosphere that fosters creativity and engagement in teaching.
Service Service

Contact Detail:

Service Service Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Services Trainer (Financial Planning/Services). Job in Norwich Education & Training Jobs

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector 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

Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills and experience. Join relevant groups and engage with posts to get noticed by potential employers.

✨Tip Number 3

Practice makes perfect! Prepare for interviews by researching common questions in the financial training field. Role-play with a friend or use online resources to boost your confidence and refine your answers.

✨Tip Number 4

Apply through our website! We’ve got loads of exciting roles, including this one. Don’t miss out on the chance to land your dream job by applying directly where it counts!

We think you need these skills to ace Financial Services Trainer (Financial Planning/Services). Job in Norwich Education & Training Jobs

Financial Planning
CII Qualifications
Teaching Skills
Curriculum Development
Assessment and Evaluation
Communication Skills
Interpersonal Skills
Organisational Skills
Creativity in Learning
Mentoring
Coaching
Administrative Skills
Knowledge of Financial Services
Flexibility
Continuous Professional Development (CPD)

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in financial services and any relevant qualifications. We want to see how your background aligns with the role of a Financial Services Trainer, so don’t hold back on showcasing your skills!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about teaching and how your experience as a Financial Adviser or Planner makes you the perfect fit for this role. Keep it engaging and personal!

Showcase Your Communication Skills: Since this role involves teaching and mentoring, it’s crucial to demonstrate your exceptional written and verbal communication skills. Use clear and concise language in your application to reflect your ability to convey complex information effectively.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!

How to prepare for a job interview at Service Service

✨Know Your Stuff

Make sure you brush up on your financial services knowledge, especially around the qualifications you'll be teaching. Be ready to discuss your experience in the IFA practice environment and how it relates to the role.

✨Engage with Examples

Prepare specific examples of how you've successfully trained or mentored others in the past. This will show your ability to relate to learners of all ages and abilities, which is crucial for this position.

✨Show Your Creativity

Think about how you can make learning engaging. Bring ideas for innovative teaching materials or online resources that could enhance the training experience. This will demonstrate your creativity and commitment to quality education.

✨Ask Insightful Questions

Prepare thoughtful questions about the company's training programmes and their approach to learner support. This shows your enthusiasm for the role and helps you understand how you can contribute to their success.

Financial Services Trainer (Financial Planning/Services). Job in Norwich Education & Training Jobs
Service Service
Location: Norwich

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