Advice Trainer

a text-decoration: none; color: ; tr th, tr td border: 1px solid ; tr th background-color: ; Advice Trainer

Salary: Up to £75,000 + Hybrid Working

A highly respected financial planning organisation is seeking an experienced Advice Technical Trainer to strengthen the capability and confidence of its advisory teams. This role sits at the centre of the firm's learning culture, supporting advisers, paraplanners and technical specialists to deliver consistently high-quality client outcomes.

This business believes great advice comes from great people. Professional development, knowledge sharing and continuous improvement are embedded throughout the organisation.

Employees are encouraged to advance their technical expertise, challenge themselves professionally and contribute to a culture where learning drives both personal growth and exceptional client service. The firm invests heavily in training, qualifications and coaching to ensure all advisers and technical colleagues remain confident, capable and aligned with regulatory expectations.

The Advice Technical Trainer plays a pivotal role in enhancing the technical capability of the advisory community. You'll deliver engaging training, practical coaching and structured development programmes that build knowledge, confidence and strong professional standards.

Working closely with advisers, paraplanners and internal specialists, you'll help ensure colleagues have the skills, understanding and regulatory awareness required to provide high-quality financial advice.

This is an ideal role for someone who loves developing people, sharing expertise and raising professional standards across a growing organisation.

• Deliver engaging training sessions across core financial planning areas: pensions, investments, tax planning, protection and estate planning
• Support structured induction programmes for trainee advisers, qualified advisers and paraplanners
• Facilitate workshops, webinars and CPD learning sessions
• Design high-quality training materials including presentations, case studies and e-learning content
• Keep all training content aligned with the latest regulation, legislative changes and industry best practice
• Provide coaching, mentoring and constructive feedback to support individual development
• Work alongside compliance, technical and risk teams to identify learning priorities
• Deliver targeted training following audits, regulatory updates or identified knowledge gaps
• Contribute to a culture focused on strong technical standards and excellent client outcomes

• Strong technical knowledge across key financial planning disciplines
• Level 4 Diploma qualified
• Experience delivering training, coaching or mentoring within financial services
• Ability to communicate complex technical topics clearly and confidently
• A passion for developing people and raising professional standards
• Strong presentation, facilitation and relationship-building skills

• Shape the development of advisers, paraplanners and support teams
• Join an organisation that genuinely values learning, expertise and continuous improvement
• Make a meaningful impact on advice quality and professional standards
• Competitive salary and benefits package
• Modern, collaborative hybrid working environment

This is an excellent opportunity for a technically strong, Level 4 qualified professional who enjoys building training programmes, presenting, mentoring and helping people grow in their careers.

I'm looking to engage with individuals who have experience designing and delivering both technical and soft-skills training to Financial Advisers, Paraplanners and wider support staff.

If you're passionate about developing others and raising advice standards in a forward-thinking organisation, I'd love to hear from you.