Advice Business Growth Trainer

AFH Financial Group.; Bromsgrove; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading financial advisory firm located in Bromsgrove seeks an Advice Business Growth Trainer to enhance financial advisers' skills in client acquisition and business development. This full-time role involves designing training programs, evaluating performance, and ensuring compliance with regulatory standards. Ideal candidates will have experience in training within financial services, strong presentation skills, and a solid understanding of the adviser/client relationship. A competitive salary and benefits package is offered.

Benefits

Competitive salary

Benefits package

Qualifications

• Proven experience of delivering training and coaching within a financial services or regulated environment.
• Strong understanding of financial advice models and the adviser/client relationship.
• Excellent presentation and engaging facilitation skills – through virtual, digital, and face-to-face mechanisms.

Responsibilities

• Design and deliver structured training programmes tailored to advisers.
• Develop supporting materials and ensure compliance with FCA regulations.
• Evaluate effectiveness through assessments and performance metrics.

Skills

Training delivery

Coaching skills

Knowledge of financial advice models

Understanding of sales principles

Presentation skills

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Training software

Job description

• Location: Bromsgrove, Worcestershire, United Kingdom
• Salary: Competitive Salary and Benefits

Advice Business Growth 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, deliver, and evaluate training programmes that enhance the commercial performance, client acquisition capability, and business development skills of financial advisers. This role ensures that advisers have the knowledge, confidence, and techniques required to grow their client base ethically, sustainably, and in line with regulatory expectations.

Responsibilities

• Design and deliver structured training programmes tailored to advisers at different stages of experience, building and developing relevant skills to ensure good outcomes for our clients
• Develop supporting materials, toolkits, exercises and case studies that enhance practical application, and ensure all content is compliant with FCA regulations and internal policies
• Work closely with advisers to understand individual strengths, weaknesses and growth opportunities
• Develop coaching plans aimed at improving appointment conversion, client retention and business efficiency
• Track adviser progress and provide feedback to line managers
• Use insight from sales performance data, compliance data, adviser feedback and market trends to refine training programmes
• Evaluate effectiveness through assessments, feedback, and performance metrics, such as conversion rates, new client acquisition and adviser confidence indicators
• Work with our partner training company to design and deliver high quality, engaging training sessions focused on business growth
• Travel to other sites nationwide may be required.

Qualifications

• Proven experience of delivering training and coaching within a financial services or regulated environment
• Strong understanding of financial advice models and the adviser/client relationship
• Familiarity with FCA Conduct Rules and expectations around ethical client acquisitions
• Level 4 Diploma qualified in Regulated Financial Planning would be an advantage
• Strong understanding of sales principles, client psychology and customer relationship management
• Proven experience of increasing business growth through delivering coaching and training
• Excellent presentation and engaging facilitation skills – through virtual, digital and face to face mechanisms
• Proficient in using training software and tools.