Trainer

Trainer – Mortgages & Financial Planning

Our client is an award-winning financial services provider, specialising in providing advice in areas such as Mortgages, Financial Planning, Specialist Property Finance, Asset Management and Insurance.

An opportunity is available for an experienced Trainer to deliver training needs in areas of mortgages and financial planning. You’ll build the knowledge, skills and confidence of advisers and colleagues. That means designing and delivering technical, regulatory and sales training that supports both their development and good client outcomes.

Responsibilities:

• Delivering training through workshops, virtual sessions, coaching and blended learning
• Leading induction and onboarding for new starters
• Creating learning materials, assessments and digital resources
• Supporting supervisors with competence assessments, observations and role plays
• Running targeted development
• Using learning and competence data to spot trends and gaps
• Working with Compliance, HR and business leaders to keep training aligned with regulation

Experience required:

• Experience in technical training, L&D, coaching or competence within financial services
• CeMAP (or equivalent) plus a Level 4 Financial Planning qualification
• Strong technical knowledge of mortgages and/or regulated financial planning
• A knack for turning complex regulatory topics into engaging, practical learning

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