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- Tasks: Lead training for Financial Planners, focusing on technical expertise in financial planning.
- Company: Join Succession Wealth, a top independent financial planning firm in the UK with over 900 employees.
- Benefits: Enjoy remote work, 25+ days holiday, flexible hours, and health benefits.
- Why this job: Make an impact by shaping financial planning knowledge and supporting diverse colleagues.
- Qualifications: Must have Level 4 Financial Planning Qualification and experience in Financial Services.
- Other info: We prioritise diversity and inclusion, fostering a supportive workplace culture.
The predicted salary is between 43200 - 72000 £ per year.
Technical Planner Trainer
Excellent benefits package (see below for full details)
Remote working
We are Succession Wealth, a leading independent financial planning and wealth management business in the UK, part of the Aviva Group. Established in 2009, we have over 900 employees and 200 Wealth Planners serving clients across the UK.
We are seeking an experienced Technical Planner Trainer to join our Financial Planner Training Team, supporting our Financial Planners with technical expertise.
The role…
The Planner Training Technical Lead will be a technical specialist in financial planning, leading stakeholders to create and embed guidance on core planning scenarios such as estate planning, accumulation, and decumulation.
Key responsibilities include:
- Developing house views and guidance on core planning scenarios
- Creating technical scenarios for specialized offerings like VCTs, EIS, Offshore Bonds
- Building a technical competency framework for planners and paraplanners
- Managing technical training needs, including induction and ongoing upskilling, utilizing third-party providers
Requirements:
- Level 4 Financial Planning Qualification
- Extensive experience in Financial Services and Financial Advisory roles
- Strong facilitation skills and strategic planning ability
What we offer:
- Competitive salary with annual reviews and performance bonuses
- Benefits including 25+ days holiday, pension scheme, flexible working, sick pay, enhanced parental leave, discounts, health benefits, professional development support, and more
We are committed to supporting our colleagues\’ wellbeing through various programs and initiatives, including mental health support, parental leave, and career development opportunities.
We value diversity and inclusion, striving to create a fair recruitment process and a supportive workplace culture.
Note: We do not accept unsolicited CVs from agencies; all applications should be direct from candidates.
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Technical Planner Trainer employer: Successionwealth
Contact Detail:
Successionwealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Planner Trainer
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in financial planning. This will not only enhance your technical knowledge but also demonstrate your commitment to staying updated, which is crucial for a Technical Planner Trainer role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who are already in training or advisory roles. Engaging in conversations can provide insights into the expectations of the role and may even lead to referrals.
✨Tip Number 3
Prepare to showcase your facilitation skills during the interview process. Consider creating a mock training session or presentation that highlights your ability to convey complex information clearly and effectively.
✨Tip Number 4
Research Succession Wealth and their approach to financial planning. Understanding their values and methodologies will help you align your responses during interviews and show that you are genuinely interested in contributing to their team.
We think you need these skills to ace Technical Planner Trainer
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Technical Planner Trainer. Familiarise yourself with financial planning concepts and the specific requirements mentioned in the job description.
Tailor Your CV: Highlight your relevant experience in financial services and advisory roles. Emphasise your Level 4 Financial Planning Qualification and any facilitation skills that align with the role's requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for training and development in financial planning. Mention specific examples of how you've supported others in their professional growth and how you can contribute to Succession Wealth.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Successionwealth
✨Showcase Your Technical Expertise
As a Technical Planner Trainer, it's crucial to demonstrate your deep understanding of financial planning concepts. Be prepared to discuss specific scenarios like estate planning and accumulation strategies, showcasing your ability to lead stakeholders in creating guidance.
✨Highlight Your Facilitation Skills
Strong facilitation skills are essential for this role. During the interview, provide examples of how you've successfully led training sessions or workshops in the past, emphasising your ability to engage and educate others effectively.
✨Discuss Your Strategic Planning Experience
The role requires strategic planning abilities. Be ready to talk about your experience in developing technical competency frameworks or managing training needs, illustrating how you can contribute to the ongoing upskilling of Financial Planners.
✨Emphasise Your Commitment to Diversity and Inclusion
Succession Wealth values diversity and inclusion. Share your thoughts on how you can contribute to a supportive workplace culture and any previous experiences you have that align with these values, showing that you're a good fit for their team.
