Financial Advisor School Trainer

My client is a market leader in financial services distribution and is committed to helping their customers thrive in the post RDR world, whichever business model they choose to adopt. Their unique blend of over 20 years regulatory experience and business support makes them the number one choice for thousands of advisers nationwide and accountable for almost a quarter of the UK financial advice market.

Purpose of the role:
To develop, design and deliver quality face-to-face and online learning for The Financial Advisor School students. To also effectively supervise The Financial Advisor School students as and when required to ensure they are able to become authorised at the key points during the programme

Responsibilities:
• To deliver blended learning activities to The Financial Advisor School students to support their learning in relation to advisor skills, business skills, technical knowledge and soft skills.
• Assess the learning of Students on the programme and provide them with appropriate feedback.
• Develop a range of training, learning and assessment tools to aid the delivery of the programme.
• To deliver soft skills, business skills and advisor skills training to enable students to put their technical knowledge into practice.
• Deliver face to face and online learning events to students when required in line with the programme curriculum.
• Assist in the development on the online learning management system and website for The Financial Advisor School.
• Provide feedback and coaching to students throughout the programme to further develop their skills and ensure they have awareness of their strengths and development areas.
• Provide supervision to students to ensure they are compliant with the Financial Advisor School T&C Scheme in line with the key milestones of the programme.
• Ensure that training materials and associated documents (e.g. course profiles, session plans, slides, assessment materials) present and are up to date and relevant for all training and assessment activity.
• Ensure relevant learning material is uploaded onto the online portal to support students through the programme.
• Identify alternative learning materials which could be used to develop students and suggest solutions can be utilised.
• Provide training for others associated with the programme where required e.g. advisor mentors and /or supervisors.
• Work with mentors to provide regular updates on students progress and to ensure their mentor plan is clearly aligned to the programme.
• Assist with the admissions process of the school to ensure the quality of students remains consistent.
• Attend events which raise the profile of the school and assist the admissions into the school to share your knowledge of the programme and an insight into the school itself.
• Maintain and develop own technical knowledge and trainer skills.
• To undertake projects as and when required, to support the needs of the business or to achieve departmental objectives

Critical Skills Required:
• Excellent training delivery, presentation and public speaking abilities
• Plan and prepare training and/or presentations in line with training best practice
• Ability to communicate effectively both verbally and in writing
• Planning and organisation
• Build personal credibility at all levels of the organisation
• Ability to assess trainee advisers and supervisors
• Personal motivation and team work

Critical Knowledge Required:
• Must have a good working knowledge of regulatory issues, UK taxation system, financial services products and associated compliance requirements affecting the retail distribution sector

Qualifications Required:
Essential:
• Diploma in Financial Services
Desirable:
• Professionally recognised training qualification or accreditation (CTP or TAP for example)
• Working toward Chartered status through an industry awarding body

Experience Required:
Essential:
• Experience within a supervision role dealing with IFA’s
• Experience of delivering high quality training which includes both technical and soft skills training
Desirable:
• Experience of on E-Learning initiatives and the workings behind Learning management systems
• Experience of delivering learning through a virtual environment

Please note that Mpeople Recruitment can not always respond to all applicants due to the high volumes of CV’s received on a daily basis. Should you not receive a response within 2 working days, please accept this as not been successful.