Financial Services Trainer (Financial Planning/Services)

My client is a leading provider of education and training in the Financial Services Sector and they have an exciting opportunity for a former Financial Planning/Services Professional to join their existing team as a Trainer. Please note this role is entirely remote, working from home.

The ideal candidate for this role would be a Financial Adviser/Planner, Paraplanner or Senior Technical Administrator who is either chartered, level 4 qualified or holds a number of CII qualifications.

The key responsibilities are to:

You will plan and prepare schemes of work, lessons, and sessions

You will teach across a range of financial services qualification types

(CII / LIBF) and levels, online and at employer sites

1. You will research and develop new topics, courses and teaching materials, especially online resources
2. You will teach individuals and small groups of learners from a range of backgrounds, abilities, and ages
3. You will monitor, assess and mark learner’s work (please note you will have the support of a qualified and experienced assessor with your allotted group of learners)
4. You will maintain accurate records and monitor learners’ progress
5. You will set and oversee examinations and liaise with assessment organisations to ensure quality standards are met
6. You will carry out pastoral support as a tutor and mentor to learners
7. You will conduct reviews and tutorials on a one-to-one basis with learners and together with employers
8. You will plan additional support requirements for learners
9. You will contribute to sector meetings to monitor, review, and evaluate relevant courses
10. You will represent My clients Training at taster days, open days, and careers events appropriate to the sector
11. You will keep up to date with, and implement company performance and quality frameworks, policies, and processes
12. You will interview and enrol prospective learners
13. You will liaise with other educational professionals and organisations
14. You will carry out learner assessments in the workplace
15. You will undertake a range of administrative tasks
16. You will ensure you undertake the highest standards regarding teaching and assessment practice
17. You will embed personal development, welfare, and behaviour topics into sessions where appropriate
18. You will stretch and challenge learner’s literacy and numeracy when training, assessing or marking
19. You will deliver functional skills as required
20. You will assist with my clients training in ensuring its marketing efforts are up to date, appropriate and relevant
21. You will perform site visits to employers to review learner progress, and also ensure the employer is providing a safe and supportive environment conducive to learning
22. You will build rapport with employers to ensure the successful delivery of training programmes
23. You will raise any concerns immediately to the company’s designated safeguarding officer
24. You will create support plans for learners if they fall behind
25. You will operate strictly within the funding and performance rules of our commissioners, including the Education and Skills Funding Agency and Ofsted

Personal Specification

Essential

Minimum 5 years’ experience working within an IFA practice environment

CII DipPFS, equivalent or higher, though someone with a number of CII qualifications may be considered

In-depth knowledge of financial services

Exceptional written and verbal communication skills

Interpersonal skills (ability to relate to students of all ages and abilities)

Strong organisational and planning skills

Creativity to make learning engaging

A flexible approach to work

Enthusiasm, positivity, motivation and commitment

Patience and a sense of humour

Desirable

Level 3 teaching or training qualification (can be supplied)

Level 3 assessing qualification (can be supplied)

Training, coaching and mentoring experience

Functional Accountabilities

You will maintain an in-depth knowledge of your subject or professional area through meeting the CPD requirements of the CII

You will ensure both internal and external performance and quality standards are met

You will ensure the continuous improvement of performance and quality standards across the business in a supportive and objective manner

You will perform and assist in the end-to-end administrative process

You will foster a culture of performance and quality built on openness, respect and high professional standards

Benefits

Salary up to £40,000.00 NEG DOE

Complete remote working (nationwide)

Smart / casual dress code 

Monday to Thursday 09:00 - 17:00, Friday 09:00 - 14:00 (35 Hours Per Week)

32 days per annum including bank holidays, 4 days to be reserved for the festive period as offices closed.

Auto enrolment pension

Laptop and monitor provided as well as itinerary and training to start the role efficiently as well as literature and curriculum to refer to.

Commitment to your training and development 

Diverse and progressive culture