Advice Technical Trainer

A respected financial planning organisation is looking for an experienced Advice Technical Trainer to support the continued development of its advisory teams. This role sits at the heart of the firm's learning culture and offers the opportunity to help advisers and technical staff strengthen their expertise while delivering consistently high standards of client advice.

Salary up to £65,000 & hybrid working

About the Organisation

This firm is built on a belief that great advice comes from well-supported and well-developed people. Collaboration, knowledge sharing and continuous improvement are embedded across the business.

Employees are encouraged to develop their technical expertise, challenge themselves professionally and contribute to a culture where learning is seen as a key driver of both personal growth and client outcomes. The organisation invests heavily in training, professional qualifications and coaching to ensure its advisers and technical teams remain confident, capable and up to date with regulatory requirements.

The Opportunity

The Advice Technical Trainer plays a key role in building technical capability across the advisory community. The role focuses on delivering engaging training, practical coaching and structured development programmes that strengthen knowledge and confidence across financial planning topics.

Working closely with advisers, paraplanners and internal technical specialists, the trainer helps ensure colleagues have the skills, understanding and regulatory awareness required to provide high-quality advice to clients.

This role is ideal for someone who is passionate about developing people, sharing expertise and raising advice standards across a growing organisation.

Key Responsibilities

• Deliver engaging training sessions covering core financial planning areas such as pensions, investments, tax planning, protection and estate planning

• Support induction programmes for trainee advisers, advisers and paraplanners

• Facilitate workshops, webinars and learning sessions that support continuous professional development

• Design and develop high-quality training materials, including presentations, case studies and e-learning resources

• Keep training content up to date with changes in regulation, legislation and industry best practice

• Provide coaching and feedback to support individual development and professional progression

• Work closely with compliance, risk and technical teams to identify learning needs across the business

• Deliver targeted training following audits, regulatory updates or identified knowledge gaps

• Help maintain a culture of strong technical standards and high-quality client outcomes

What They Are Looking For

• Strong technical knowledge across financial planning topics (pensions, investments, tax and protection)

• Experience delivering training, coaching or mentoring within a financial services environment

• Ability to communicate complex technical topics clearly and confidently

• A passion for developing others and improving professional standards

• Relevant industry qualifications (e.g. Diploma in Financial Planning or equivalent)

• Strong presentation, facilitation and relationship-building skills

Why Apply?

• Opportunity to shape the development of advisers and technical professionals

• Be part of a collaborative organisation that values learning and expertise

• Work in a culture that prioritises professional growth and high standards of advice

• Competitive salary and benefits package

• Hybrid working environment

Apply Now

This is an excellent opportunity for a technically strong professional who enjoys sharing knowledge, mentoring others and helping people grow in their careers.

If you are passionate about developing advisers and improving advice standards across a forward-thinking organisation, this role offers the chance to make a real impact.