At a Glance
- Tasks: Support trainee Financial Planners and monitor ongoing competence through assessments and feedback.
- Company: Rapidly expanding wealth management and employee benefits organisation.
- Benefits: Competitive salary, flexible remote work, and travel opportunities.
- Other info: Remote role with occasional travel across East of England and East Midlands.
- Why this job: Make a real difference in the careers of aspiring Financial Planners.
- Qualifications: Experience in training or coaching within Financial Services is essential.
The predicted salary is between 40000 - 50000 £ per year.
We are pleased to be working with a national and rapidly expanding wealth management and employee benefits organisation. Owing to this growth, our client is seeking a Training & Competency Manager to help support trainee Financial Planners achieve CAS status as well as monitoring the ongoing competence of existing financial planners across the East of England.
You will supervise and support Financial Planners / IFA’s of varying experience, based in multiple locations. Candidates will be responsible for carrying out observations and Competency Assessments as required, whilst undertaking role plays and providing feedback to Financial Planners to aid improvement. You will assist in the development and delivery of training material.
Candidates need demonstrable experience within a training / coaching / T&C role within a Financial Services, Wealth Management or a private client organisation. Experience of training and developing financial advisers within a regulated environment is essential.
Whilst this is a remote role, candidates need to be based in the East of England or East Midlands, or be prepared to travel to these regions as required. In return, our client is looking to offer a competitive basic salary and package. The role also offers full flexibility in terms of remote working, although regular travel will be required.
Training Coordinator - Remote in Edinburgh employer: Switch Recruitment Services Ltd
As a rapidly expanding wealth management and employee benefits organisation, we pride ourselves on fostering a supportive and dynamic work culture that prioritises employee growth and development. Our Training Coordinator role offers the unique opportunity to make a meaningful impact by guiding Financial Planners towards achieving their CAS status while enjoying the flexibility of remote work and a competitive salary package. Join us in shaping the future of financial planning across the East of England, where your contributions will be valued and recognised.
Contact Details:
Switch Recruitment Services Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Training Coordinator - Remote in Edinburgh
✨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 Switch Recruitment Services Ltd. 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 Training Coordinator - Remote in Edinburgh
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 Switch Recruitment Services Ltd.
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 Switch Recruitment Services Ltd'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 Switch Recruitment Services Ltd
✨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 Switch Recruitment Services Ltd.
✨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 Switch Recruitment Services Ltd 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 Switch Recruitment Services Ltd 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.
