Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead training improvements for Financial Advisers and Non advised Sales colleagues.
- Company: Join NFU Mutual, a top UK financial services provider with over 110 years of experience.
- Benefits: Enjoy a competitive salary, annual bonus, generous pension scheme, and 25 days annual leave.
- Why this job: Make a real impact by enhancing training and compliance in a supportive environment.
- Qualifications: QCF Level 4 qualification and experience in Financial Services required.
- Other info: Hybrid working options available for a balanced work-life experience.
The predicted salary is between 44000 - 50000 £ per year.
Since NFU Mutual was established in 1910, we’ve been committed to providing a broad range of General Insurance and Financial Planning Services. Our Financial Advisers support customers across the UK with life insurance, pensions, investments, wealth management and Inheritance Tax planning. We have an in-house training team that equips advisers with the right tools and ongoing training to help them feel confident and supported in their roles.
As a Financial Services Training Improvement Consultant, you’ll take a lead role in continually enhancing the training and development of more than 75 Financial Advisers, along with our Non advised Sales (NAS) colleagues. You’ll design and deliver comprehensive induction programmes, collaborate with Operations, Risk and Governance teams, and ensure our financial advisers & NAS employees remain up to date and compliant with Life Sales processes and regulatory requirements.
Responsibilities- Design and deliver training that helps our users feel confident to implement changes and ensure they work in line with our advice standards.
- Support updates to Life Sales processes, systems (including Point of Sale), modelling tools and documentation—ensuring our Financial Advisers can provide effective, compliant advice.
- Identify and report issues or risks, recommending practical mitigation plans that meet audit and regulatory expectations.
- Deliver short term projects and activities to agreed quality standards.
This role is based at our Tiddington Head Office near Stratford upon Avon. We recognise the importance of a positive work-life balance, so while the role involves office based delivery, we also support hybrid working, which is typically around two days per week from home outside of peak activity periods.
QualificationsYou are highly motivated, proactive, and focused on delivering efficient business process improvements. With a strong background in a Financial Services or Advisory setting, you hold a QCF Level 4 qualification (Diploma in Financial Planning/DipFA) and thrive in a fast paced training environment. You work collaboratively across teams and departments, building strong relationships to support effective training delivery. To join our team, you will also bring:
- Experience working within Financial Services functions, providing support and/or training.
- Strong technical understanding of financial services regulatory regimes, including COBs.
- Good knowledge of tax and Financial Planning solutions and products.
- Experience using training software - ideally Articulate.
- Excellent interpersonal and communication skills.
We’re one of the UK’s leading general insurance and financial services companies. For over 110 years we’ve put our customers at the heart of everything we do. Our people are just as important to us. We pride ourselves on being "a great place to work" and have received several recognitions for excellence in the workplace.
Benefits- Salary of £44,000 to £50,000.
- Annual bonus (up to 17.5% of salary).
- Contributory pension scheme, up to 20%, including your 8% contribution.
- 25 days annual leave.
Financial Services Training Improvement Consultant in Stratford-upon-Avon employer: The National Farmers Union Mutual Insurance Society Limited
Contact Detail:
The National Farmers Union Mutual Insurance Society Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Training Improvement Consultant in Stratford-upon-Avon
✨Tip Number 1
Network like a pro! Reach out to current employees at NFU Mutual on LinkedIn or through mutual connections. Ask them about their experiences and any tips they might have for landing the Financial Services Training Improvement Consultant role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial services regulations and training methodologies. We want you to showcase your expertise and how you can enhance the training for advisers at NFU Mutual.
✨Tip Number 3
Don’t just talk about your qualifications; share specific examples of how you've improved training processes in the past. We love seeing real-world applications of your skills, especially in a fast-paced environment like this one.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at NFU Mutual.
We think you need these skills to ace Financial Services Training Improvement Consultant in Stratford-upon-Avon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Financial Services Training Improvement Consultant role. Highlight your training experience and any financial services qualifications you have, as this will show us you're a great fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about training in financial services and how your background aligns with our mission at NFU Mutual. Keep it engaging and personal – we want to get to know you!
Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your impact. Whether it's improving training processes or enhancing compliance, we love to see how you've made a difference in previous positions.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s straightforward and ensures your application gets to the right people quickly. Plus, you’ll find all the info you need about the role there!
How to prepare for a job interview at The National Farmers Union Mutual Insurance Society Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially around life insurance, pensions, and regulatory requirements. Being able to discuss these topics confidently will show that you're not just familiar with the industry but also passionate about it.
✨Showcase Your Training Skills
Since the role involves designing and delivering training, prepare examples of how you've successfully trained others in the past. Think about specific programmes you've created or delivered and be ready to discuss the outcomes and feedback you received.
✨Be a Team Player
Collaboration is key in this role, so be prepared to talk about how you've worked with different teams in the past. Highlight any experiences where you’ve built strong relationships to enhance training delivery or improve processes.
✨Ask Insightful Questions
Prepare some thoughtful questions about NFU Mutual's training strategies or how they measure the success of their training programmes. This shows your genuine interest in the role and helps you understand if the company is the right fit for you.
