Senior Financial Services Trainer - Wealth Management
Location: Leeds / Home-based
Salary: up to £54,000 + 10% bonus + Excellent benefits, scope and career prospects!
Our Ref: ADW00607
Henlee Resourcing is working in partnership with a leading financial services organisation to recruit a professional Trainer to join their talented Learning & Development team on a permanent basis.
This is a home-based role, with some travel to into Leeds head office and limited travel to the Southwest. (<20% travel)
This role will lead the development and delivery both soft skills and regulatory training within their Wealth Management division. You will deliver engaging training and coaching across adviser skills, compliance, and business development, mentoring individuals through their development journey and supporting the integration of new Financial Advisers into the business.
Specific duties will include:
- Conducting training needs analysis
- Designing and delivering training materials
- Facilitating workshops
- Creating and administering tests, assessments, and licensing processes
- Consulting with and managing key stakeholders while building strong business relationships
- Maintaining your competence in all matters related to this role
- Contributing to and supporting any projects or new initiatives as they arise
N.B. To succeed in this role, you must hold the IFA Level 4 Diploma and have practical experience in wealth training, ideally with a previous background in providing wealth financial advice.
In addition, you will be able to work under your own initiative, adapt effortlessly to different audiences, bring energy and enthusiasm to all training activities, respond quickly to the needs of the business, and consistently project a highly professional image alongside excellent training delivery skills.
This is a fantastic opportunity to join a dynamic, growing organisation where you'll have the platform to make a genuine impact and be part of something really exciting! If you are looking for a challenging role in an organisation undergoing rapid growth and can demonstrate the above capabilities, we are keen to hear from you.
Henlee Resourcing is a specialist human resources recruitment consultancy operating across the South / West and M3 / M4 / M5 corridors
