Financial Services Training Improvement Consultant Stratford-upon-Avon

NFU Mutual Group; Stratford-upon-Avon; Hybrid; GBP 44,000 - 50,000; Full time

Job summary

A prominent financial services firm in Stratford-upon-Avon is seeking a Financial Services Training Improvement Consultant to design and deliver training for their Financial Services division. This role involves supporting changes in processes and ensuring compliance, alongside conducting various training projects. The ideal candidate should have a Diploma in Financial Planning, strong experience in financial services, and excellent communication skills. This position includes a competitive salary and a range of benefits, including bonuses and contributory pension schemes.

Benefits

Annual bonus (up to 17.5% of salary)

Contributory pension scheme

25 days annual leave + bank holidays

Family Friendly policy

Monthly gym membership contribution

Health and wellbeing plan

Employee Volunteering

Life Assurance cover of 4 x salary

Employee discounts on insurance policies

Qualifications

• QCF Level 4 Qualified (Diploma in Financial Planning) is required.
• Experience in FS/Advisory settings is essential.
• Strong communication and team collaboration skills.

Responsibilities

• Design and deliver training for Financial Services team.
• Support changes to Life Sales processes and documentation.
• Identify and report on issues and risks with mitigations.

Skills

Experience working in Financial Service functions

Technical understanding of financial services regulatory regimes

Business process improvements

Understanding of tax and Financial Planning solutions

Using Training software (ideally Articulate)

Excellent interpersonal and communication skills

Ability to work collaboratively

Education

QCF Level 4 Qualified (Diploma in Financial Planning)

Tools

Articulate

Job description

* Financial Services# Financial Services Training Improvement ConsultantRegion: MidlandsLocation: Stratford-upon-AvonContract type: PermanentReference number: SADI02652Working pattern: Full-timeSalary: £44,000 - £50,000 + 17.5% annual bonus + benefits package## Financial Services Training Improvement Consultant* Provide training across NFU Mutual's Financial Services division * Enjoy a varied role, including undertaking project work and process improvement opportunities * Informal hybrid working arrangements on offer – you will need to be based at our Stratford-Upon-Avon head office on average circa 2 to 3 days per week (but this will depend on training requirements, so will be varied!)## About the roleAs a **Financial Services Training Improvement Consultant,** you’ll play a pivotal role in developing, implementing, and continually improving training for our Financial Services (FS) division. You’ll also work closely with colleagues across various departments to support the Life advice proposition and ensure compliance. You’llbe responsible for: * Designing and delivering training to equip users with the knowledge to implement changes confidentlyand in line with company advice standards * Supportingchanges to Life Sales processes, systems (including Point of Sale), modelling tools, and documentation to support effective and compliant advice delivery * Identifyingand reporting on issues and risks, proposing mitigation plans in line with audit and regulatory requirements * Delivering short-term projects and activities to agreed standards## About youWith ahighly motivated and proactive mindset, and astrong backgroundworkingwithinaFS/ Advisory setting, you will beQCF Level 4 Qualified (Diploma in Financial Planning)and be excited to thrive in a fast-paced, training environment! You will also be able to showcase: * Experience working in Financial Service functions, offering support and/or training * Significant technical understanding of financial services regulatory regimes, including COBS * Ability to deliver business process improvements and an efficient approach to your work * A good understanding of tax and Financial Planning solutions and products * Prior knowledge of using Training software - ideally Articulate * Excellent interpersonal and communication skills * Ability to work collaboratively within a team and across departments *At NFU Mutual, we support an inclusive workplace and value all the differences that make us unique. We celebrate the creativity and innovation that comes from diverse perspectives and experiences and share a common vision of doing the right thing for our customers and employees.* *We recognise that some candidates may experience barriers during the recruitment process. So, we encourage candidates to discuss any adjustments or accommodations they need to be the best they can be throughout our recruitment process.* *We're proud to be a Disability Confident Employer, a Race at Work and Women in Finance Charter signatory and welcome applications from people of all backgrounds, regardless of age, ethnicity, disability, neurodiversity, gender, religion, marital status, sexual orientation, or socioeconomic background.*## Benefits and Rewards* Salary of £44,000 to £50,000 * Annual bonus (up to 17.5% of salary) * Contributory pension scheme, up to 20%, including your 8% contribution * 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme * A Family Friendly policy that helps you balance your work and family responsibilities * Access to savings at High Street brands, travel and supermarkets * £20 contribution to a monthly gym membership – subject to T&Cs * Health and wellbeing plan- cashback for dentist, opticians, physio and more * Access to voluntary benefits, including health assessments, private medical insurance and dental insurance * Employee Volunteering - volunteerin the community for one day each year * Unlimited access to Refer a Friend £500 bonus scheme * Life Assurance coverof 4 x salary * Employee discounts of 15% on a range of NFU Mutual insurance policies. * Salary sacrifice employee car scheme - subject to eligibility## Working at NFU MutualWe’reone of the UK’s leading general insurance and financial services companies. For over 110 yearswe’veput our customers at the heart of everything we do.Ourpeopleare just as important to us. Wepride ourselves on being “a great place to work” and our Gallup Exceptional Workplace 2025 award was not only awarded with Distinction but also named us as the first UK-based company to receive a Gallup Exceptional Workplace for ten years in a row. We are also the only Insurer to feature in the LinkedIn Top 15 Companies 2025 list of ‘Best midsize employers to grow your career in the UK’, the Glassdoor Best Places to Work UK List 2023 and 2024, and were recognised as a certified UK Top Employer by the Top Employers Institute in 2023, 2024 and 2025. We offer a supportive culture where we empower and inspire our people to perform, offer them opportunities to grow, and recognise and reward their contribution. Our people are proud to work for a company that respects them and their communities, and they trust us to be financially sustainable, so we are successful now and in the future.We are a leading provider of General Insurance and Financial Services. From our strong farming roots we’ve grown to become a UK-wide organisation, turning over £1billion annually. Yet success hasn’t gone to our heads. We’re proud to remain completely customer focused, down-to-earth and committed to the rural communities we’ve grown from.Our ethos - of trust, respect and personal service - lies at the heart of all we do and has seen us build an enviable reputation for exceptional member loyalty. Though we’ve been in business for over 110 years, we have big ambitions for the future. And that’s why we’re looking for talented people to join our growing organisation. Talented people like you.