Financial Planning Training Specialist

Job Title: Financial Planning Training Specialist
Contract Type: Permanent
Location: Fareham
Reference: 1298455
Contact Email:
Job Published: July 22, 2022 12:15

Job Description

We are recruiting an organised, personable and enthusiastic person with extensive Financial Services knowledge to join my clients financial planning firm, in Fareham. Joining within the senior position of Training manager. We are looking for someone who has a passion for their job and the talent to share this knowledge with colleagues, using different training strategies. The key responsibility for this role will include training Client services team members so that they are able to effectively perform their role and provide excellent service to our customers.
Duties include:
  • Responsible for delivering process and system training
  • Travel and spend moderate periods of times in other regional offices
  • Deliver in house product training
  • Responsible for new starters in the team, training them on core process and ensuring a smooth transition to the team.
  • Identify knowledge gaps in the teams, and create and implement training to address
  • Complete and oversee procedures and training material
  • Support training across other teams as required
For this position we do require extensive financial services knowledge and a positive outlook. You will be joining a really welcoming team, set within an exceptionally well ran firm that can offer a long career path  and reward their employees with a fantastic benefits package!

Basic salary range between £30,000 - £42,000 
For further detail please contact Tegan Sillett at Dynamite Recruitment