Financial Services Trainer

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Financial Services Trainer

  • Location:


  • Sector:

    Training & Coaching

  • Job type:


  • Salary:

    £35000 - £40000 per annum

  • Contact:

    Adam Spoors

  • Contact email:

  • Job ref:


  • Published:

    29 days ago

  • Expiry date:


  • Startdate:


  • Client:


Position: Financial Services Trainer
Market: Apprenticeships / Financial Services
Location: Remote but if you can frequently travel to East Anglia this is ideal
Package: £35,000 - £40,000 starting salary, with progression

Why would you want to be a trainer?

Why indeed, because it is going to be very different to your current day job. It's also not going to be the first thought you've just had of 'Do I have to stand up a teach to a group of 20 people?'

You are going to have had a successful career within the financial services sector; perhaps you've been a Paraplanner, an Insurance Provider, or a Finance/Mortgage Adviser. But you are going to be at a turning point in your career - the What's next stage?

As a Financial Services Trainer, in short, you going to use all of your experience and knowledge, and use this to mentor, coach, and train the next generation of Financial Services Professionals.
- By next Generation, I don't just mean the younger generation, you will still be working with mature adults as well who are either switching careers, or upskilling their own knowledge.

Enter the world of Apprenticeships and Work Based Learning.

Quickly, Apprenticeships are no longer a lower route of education for Trade specific market. They are widely used to educate people at all levels and age groups, and have an immensely positive impact on not just the 'learner' completing the course, but the employers long term hiring and people strategies.

I'll give you more information when we speak, but to give an insight, you will be working with what is known as a Blended Learning Approach. This means you will work with an individual or small group of learners either face to face, or remotely (video platforms/eLearning materials etc) and you will be their key figure taking them from start to finish of their qualification in line with the necessary curriculum.

To give you an idea, the Apprenticeship standards are called;

- Financial Services Administration

- Paraplanner

- Financial Adviser

So you can have an idea of the specialisms involved.

The employer, a Training Provider that specialise in services the Financial market. They have excellent relationships with the key awarding bodies of the sector, and employer relationships with small and large businesses up and down the country.
Small business themselves, family feel, humorous, Dynamic, and reward on efforts and achievements.

So what do you need?

As mentioned at the top, we do need you to have a background in the financial services markets yourself - personal finance is ideal. You will also need to be quite an academic person yourself so holding your own qualifications are key (Dip CII, Cert CII(MP), ACII). Can you manage complex relationships and use tech?

You'll be given a wealth of training yourselves, and the employer will fund your training qualifications for you.

It was long winded, but I'm glad you're still here. Give me a call