Financial Services Training Consultant
Financial Services Training Consultant

Financial Services Training Consultant

Birmingham Full-Time 52800 - 79200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Design and deliver engaging training programmes for Financial Services staff.
  • Company: Join a dynamic team focused on developing talent in the financial sector.
  • Benefits: Enjoy remote work, generous holiday, bonuses, and discounts on leisure activities.
  • Why this job: Make a real impact by shaping new hires' success and upskilling existing teams.
  • Qualifications: Level 4 Financial Services qualification and proven training experience required.
  • Other info: Opportunity to work remotely with occasional travel to Birmingham.

The predicted salary is between 52800 - 79200 £ per year.

Job Description

Financial Services Training Consultant

Full Time – 35 hours | Permanent | Remote

Salary £66,000 (negotiable for candidate with suitable skills and experience)

(With travel to Birmingham City Centre & other UK locations)

We’re looking for an experienced Training Consultant to design and deliver engaging onboarding and development programmes for Financial Services staff, including FCA-certified colleagues. You’ll play a key role in giving new hires the skills, knowledge, and confidence to excel, while also upskilling existing teams to keep performance high.

What you’ll do:

  • Scope and manage training plans to close skills gaps.
  • Deliver induction programmes remotely and in person.
  • Create blended learning for new and existing colleagues.
  • Keep training content accurate, current, and compliant.
  • Equip managers to embed learning into day-to-day performance.

What you’ll bring:

  • Level 4 Financial Services qualification (e.g., CII Diploma in Financial Planning).
  • Proven training/coaching experience in a regulated advice environment.
  • Strong presentation skills and a motivational style.
  • Knowledge of regulations and investment platforms.

What’s on offer:

  • Annual bonus scheme.
  • 28 days’ holiday bank holidays culture day (rising to 30 days).
  • Pension up to 10% employer contribution.
  • Free weekend city-centre parking.
  • Retail, leisure & wellbeing discounts.
  • Enhanced maternity & paternity pay.
  • 2 volunteering days per year.

If you’re passionate about developing people and have the financial services expertise to back it up, apply today and help shape the success of colleagues from their very first day

Financial Services Training Consultant employer: Truestar Talent Ltd

Join a forward-thinking company that prioritises employee development and well-being, offering a competitive salary and a generous benefits package including an annual bonus scheme, enhanced leave, and discounts on retail and leisure. With a strong focus on a supportive work culture and opportunities for professional growth, this remote role allows you to make a meaningful impact in the financial services sector while enjoying the flexibility of working from home and occasional travel to vibrant Birmingham City Centre.
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Contact Detail:

Truestar Talent Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Services Training Consultant

✨Tip Number 1

Familiarise yourself with the latest trends and regulations in the financial services sector. This knowledge will not only help you during interviews but also demonstrate your commitment to staying current in a rapidly evolving industry.

✨Tip Number 2

Network with professionals in the financial services training field. Attend relevant webinars, workshops, or local meetups to connect with others who can provide insights or even refer you to opportunities at StudySmarter.

✨Tip Number 3

Prepare to showcase your training delivery skills through mock presentations or by creating sample training materials. Being able to demonstrate your engaging style and effective communication will set you apart from other candidates.

✨Tip Number 4

Research StudySmarter’s training philosophy and values. Tailoring your approach to align with our mission will show that you’re not just looking for any job, but that you genuinely want to contribute to our team and culture.

We think you need these skills to ace Financial Services Training Consultant

Financial Services Knowledge
Training and Development
Coaching Skills
Presentation Skills
Curriculum Design
Regulatory Compliance
Blended Learning Techniques
Communication Skills
Stakeholder Management
Performance Management
Motivational Skills
Adaptability
Time Management
Analytical Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in training and coaching within the financial services sector. Emphasise any qualifications, such as your Level 4 Financial Services qualification, and showcase your proven track record in a regulated advice environment.

Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities of the role. Mention your experience in designing and delivering training programmes, and how you can help new hires excel while upskilling existing teams.

Showcase Your Presentation Skills: Since strong presentation skills are crucial for this role, consider including examples of past training sessions or workshops you've conducted. Highlight your motivational style and how it has positively impacted learners.

Demonstrate Knowledge of Regulations: In your application, make sure to mention your knowledge of regulations and investment platforms. This will show that you understand the compliance aspect of training in the financial services industry, which is essential for this position.

How to prepare for a job interview at Truestar Talent Ltd

✨Showcase Your Training Experience

Be prepared to discuss your previous training and coaching experiences in detail. Highlight specific examples where you successfully closed skills gaps or improved team performance, especially in a regulated environment.

✨Demonstrate Your Knowledge of Financial Regulations

Familiarise yourself with the latest financial regulations and investment platforms relevant to the role. Be ready to discuss how you would ensure compliance in your training programmes.

✨Engage with Your Presentation Skills

Since strong presentation skills are crucial for this role, practice delivering a short training session or presentation during your interview. This will showcase your motivational style and ability to engage an audience.

✨Prepare Questions About the Role

Think of insightful questions to ask about the company's training culture and expectations. This shows your genuine interest in the position and helps you assess if it's the right fit for you.

Financial Services Training Consultant
Truestar Talent Ltd
Location: Birmingham
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