Do you experience in training and coaching within a regulated financial advice environment and are Level 4 qualified, plus experience designing and delivering diverse training solutions—including digital content (Rise, Articulate), remote sessions, and face-to-face workshops.

If so, then join our client’s specialist Training & Development team in a Training role.

What You’ll Be Doing:

• Scoping & Managing T&D Plans: Collaborate across business areas to scope and manage training and development plans. Conduct training needs analyses for new colleagues, identify learning gaps, and develop plans to address them.
• Onboarding New Colleagues: Design, deliver, and evaluate onboarding programmes that are high-quality, engaging, and sustainable—both remotely and via face-to-face workshops.
• Upskilling Existing Colleagues: Create and deliver blended learning solutions (directly or via Train the Trainer approach) for existing staff. Ensure managers are equipped to embed training into ongoing performance.
• Evaluation: Develop and implement evaluation methods to validate training effectiveness.
• Quality Assurance: Maintain training materials to ensure they remain current, accurate, and aligned with the business and work closely with subject matter experts.

We’re Looking For:

• Recognised Level 4 financial services qualification minimum (e.g., CII Diploma in Financial Planning).
• Proven success in training and coaching within a regulated financial advice environment.
• Experience designing and delivering diverse training solutions—including digital content (Rise, Articulate), remote sessions, and face-to-face workshops.
• Strong knowledge of regulatory and legislative requirements related to financial advice.
• Experience using or training on Investment Platforms.
• Motivational, inspiring training style with excellent presentation skills.
• Proven ability to set direction, motivate, and develop others to achieve operational goals.