Financial Services Training & Process Improvement Lead

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

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.