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L&D Trainer - Wealth Management

Henlee Resourcing & Consulting Ltd·Swindon (South West England)HybridMid
£45 000 – £50 000 / year
Vox Summary
  • Role Responsibilities: Developing and delivering soft skills and regulatory training within Wealth Management, including adviser skills, compliance, and business development.
  • Key Requirements: Hold IFA Level 4 Diploma, practical wealth training experience, background in providing financial advice, and strong training delivery skills.
  • Conditions & Benefits: Hybrid work in Swindon, some UK travel, salary of £50,000 plus allowances and bonus, career prospects, and supportive environment.
  • Skills & Attributes: Ability to work independently, adapt to audiences, bring energy to training, respond quickly to business needs, and project professionalism.
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Job description

L&D Senior Trainer - Wealth Advisor Training Swindon - Hybrid. Some UK travel £50,000 + £4,200 Car Allowance + 10% bonus + Great benefits, scope and career prospects Our Ref: ADW00619 Henlee Resourcing is working in partnership with a leading financial services organisation to recruit a professional Trainer to join their talented Learning & Development team on a permanent basis. Based in their fabulous head office in Swindon, this role involves developing and delivering both soft skills and regulatory training within their Wealth Management division. You will deliver engaging training and coaching across adviser skills, compliance, and business development, mentoring individuals through their development journey and supporting the integration of new financial advisers into the business. Specific duties will include: • Conducting training needs analysis • Designing and delivering training materials • Facilitating workshops • Creating and administering tests, assessments, and licensing processes • Consulting with and managing key stakeholders while building strong business relationships • Maintaining your competence in all matters related to this role • Contributing to and supporting any projects or new initiatives as they arise To succeed in this role, you must hold the IFA Level 4 Diploma and have practical experience in wealth training, ideally with a background in providing wealth financial advice. In addition, you will be able to work under your own initiative, adapt effortlessly to different audiences, bring energy and enthusiasm to all training activities, respond quickly to the needs of the business (often while working away from home), and consistently project a highly professional image alongside excellent training delivery skills. This is a fantastic opportunity to join a dynamic, growing organisation where you'll have the platform to make a genuine impact and be part of something really exciting! If you are looking for a challenging role in an organisation undergoing rapid growth and can demonstrate the above capabilities, we are keen to hear from you. Henlee Resourcing is a specialist human resources recruitment consultancy operating across the South / West and M3 / M4 / M5 corridors

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Original source
reed.co.uk
Posted
Jul 16, 2026 · true date
Last verified
2 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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