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Financial Services Training & Process Improvement Lead
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
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
Education
Tools
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.