Financial Planning Trainer

Financial Planning Trainer

An opportunity to join AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms.

We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

The purpose of this role is to design, develop and deliver high-quality training on financial planning principles, regulatory requirements, products, systems and advice processes. The Technical Trainer ensures that advisers have the knowledge and skills to deliver compliant, client-focused financial advice, with support teams that provide an exceptional service.

As our Financial Planning Trainer, you will typically:

• Deliver engaging technical training sessions on financial planning topics, such as pensions, savings & investments, tax planning, protection and estate planning tailored to audiences across the business
• Provide relevant support around induction training for new advisers, trainee advisers and paraplanners, ensuring a strong understanding of company advice processes and regulatory expectations
• Run workshops, webinars and one to one coaching sessions, to support continuous professional development
• Work with T&C, Risk, Advice Quality and Root Cause Analysis to identify common learning needs and address technical gaps
• Provide structured feedback to advisers and paraplanners to support their technical development and professional qualifications
• Track training attendance, completion rates, CPD
• Act as a subject matter expert on financial planning concepts, relevant tax legislation, FCA rules and technical product knowledge
• Be prepared to deliver other types of training, as needed, within the Development teams
• Travel to other sites nationwide may be required

What we are looking for in our ideal Financial Planning Trainer:

• Strong technical knowledge across key financial planning areas (e.g. pensions, investments, protection, taxation)
• Experience in delivering training or coaching in a regulated services environment
• Excellent presentation and engaging communication skills - through virtual, digital and face to face mechanisms
• Ability to motivate and inspire a diverse group of advice, technical and customer service professionals
• Excellent training design skills
• Detailed understanding of FCA regulations, suitability requirements and advice processes
• Ability to translate complex technical concepts into clear, practical learning
• Level 4 diploma in Regulated Financial Planning (DipPFS) or equivalent qualification

Benefits and Perks at AFH

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
• Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
• Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service.
• Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
• Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
• Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/ or email the People Resourcing team via recruitment@afhgroup.com. We look forward to hearing from you!

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