Financial Adviser Trainer

Are you an experienced financial professional who loves helping advisers elevate their skills? This Financial Adviser Trainer job could be the perfect blend of technical expertise, people development and long term career opportunity.

In this newly created position, you will play a key role in developing advisers across a well established and growing financial planning business. Your work will help strengthen adviser capability, improve client outcomes and support the company s continued expansion. This is a hands on training role, combining both technical knowledge and commercial awareness, with the autonomy to shape impactful learning programmes.

You will deliver training to existing advisers with a broad range of experience, rather than new-to-industry trainees. This includes designing and delivering engaging sessions, running workshops, creating learning materials and providing one to one coaching where needed. You will also support adviser development around client engagement, effective communication and improving conversion on warm client opportunities.

This is an excellent role for someone who enjoys influencing adviser performance and wants to make a tangible difference. Progression opportunities are strong, with the potential to grow responsibilities or specialise as the training function expands.

Financial Adviser Trainer Requirements

Essential

• Strong knowledge across pensions, investments, protection and broader planning areas
• Background in delivering training, coaching or mentoring within a regulated environment

Desirable

• Experience as a Financial Adviser or Paraplanner, or significant technical training experience within financial services
• Level 4 Diploma in Regulated Financial Planning or equivalent
• Experience supporting adviser development around client relationships or business growth
• Exposure to designing learning materials or digital training content

The Company

A growing, adviser focused financial services business with a strong reputation for professionalism. They support advisers with high quality resources, a collaborative culture and a commitment to continuous improvement.

Financial Adviser Trainer Benefits

• Salary up to £70,000 (negotiable)
• Hybrid working, typically three days office based and two from home
• Opportunities to shape the training function as it develops
• Supportive environment with ongoing professional development

Location

Candidates should live within a reasonable commute of Bromsgrove, with flexibility through hybrid working.

If you are passionate about developing advisers and want a role with influence, impact and long term potential, we encourage you to apply today.

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