Financial Services Trainer

This Financial Services Trainer job in Scotland is ideal for individuals experienced in training IFAs, Paraplanners and AdministratorsAs a Financial Services Trainer, you will be joining their Performance & Excellence team, playing a key role in helping our client achieve its business objectives, ensuring advice and service standards are maintained at a high standard and supporting continuous development across the team membersThe key responsibilities of your duties are:Create a culture of high performance and excellence with their Financial Advisers, Paraplanners and support staffEncourage the team to educate, inform and influence clients positivelyDevelop a supportive network between the advice hubs and share best practice across the national businessUse data to identify opportunities for improvement and mitigate risksDeliver learning and development through face-to-face events, webinars and e-learningSupport pre-CAS / inexperienced joiners and experienced team members in identifying growth areasProvide technical training on individual improvement plans as appropriateFinancial Services TrainerYou must have technical financial planning product and advice knowledgeYou must be comfortable training individuals and groups including Financial Advisers and ParaplannersSeeking individuals from a learning and development background within Financial ServicesYou must be willing to travel as part of your roleIdeally you should hold your full Level 4 Diploma in financial planning or equivalentThe CompanyThis growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already 4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.Financial Services Trainer BenefitsSalary of circa 50,000 plus car allowanceBenefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 daysHybrid working with attendance at a local office 2 days per week (such as Glasgow or Falkirk), plus occasional travel for monthly planner meetings and quarterly in-person meetings37.5 hours per weekExcellent working culture with good staff retentionGreat time to join a rapidly growing businessLocationsScotlandLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.JBRP1_UKTJ

Created: 2025-09-09