Training Consultant

Training Improvement Consultant in Financial Services

Location: Stratford-upon-Avon (Hybrid, 2-3 office days per week)

Salary: Up to £50,000 + up to 17.5% bonus

Division: Financial Services

We're seeking a proactive and knowledgeable Training Improvement Consultant to enhance and deliver training across our Financial Services division. You'll ensure our Financial Advisers and NAS colleagues stay fully compliant, capable, and confident in delivering high-quality advice. If you're a Financial Adviser or Paraplanner looking for a change of direction or a new challenge, this could be the perfect next step for you.

Key Responsibilities:

• Deliver induction and ongoing training for Financial Advisers.

• Develop and deliver training on Life Sales processes, systems (including Point of Sale), modelling tools, and documentation.

• Support business-wide process improvements and manage short-term projects.

• Identify and report risks, recommending mitigation aligned with audit and regulatory standards.

About You:

• Level 4 qualified (Diploma in Financial Planning / DipFA).

• Proven Financial Services background with strong regulatory understanding, including COBS.

• Excellent communicator with experience delivering training and supporting change.

• Strong technical understanding of financial planning solutions and tax considerations.

Benefits:

• Up to £50k with a bonus of up to 17.5%
• Pension contributions up to 20%.
• Group Income Protection and Life Assurance (4 salary).
• Staff insurance discounts, lifestyle savings platform, and study schemes.
• Paid volunteering day, health and wellbeing options, and hybrid working.

Take the next step:

If you're currently working in Financial Services, perhaps in an advisory or paraplanning role, and are ready to move into a dynamic, training-focused position, I'd love to hear from you.