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Permanent

Financial Planner Trainer

Cheltenham
money-bag 50000.00-50000.00 Annual
3085829027
Posted 2 days ago

If you enjoy developing Financial Planners and want a role where your coaching genuinely drives better advice and client outcomes, this Performance and Excellence Associate job could be a fantastic next step for an experienced Financial Planner Trainer.In this role, you''ll work closely with Financial Planners to help refine their approach, strengthen their technical capability and support a consistent, high-quality planning process. You''ll bring positive energy, constructive challenge and practical guidance to help individuals perform at their best. The work is varied, combining adviser coaching, performance insight, collaborative projects and involvement in onboarding new planners as the business continues to grow.Typical duties include:Delivering 1:1 and group coaching to advisers, both virtually and in personReviewing performance trends and identifying development prioritiesSupporting adviser induction and ongoing professional developmentWorking with internal teams to maintain strong alignment of processes and standardsHelping to promote a culture of continuous improvement across the adviser communityFull job description available to cover the spectrum of responsibilities involved in this exciting rolePerformance and Excellence Associate (Financial Planner Trainer) RequirementsEssential:Level 4 Diploma in Financial Planning (or equivalent)Experience in financial advice, wealth management, TandC, or adviser development rolesStrong understanding of FCA regulatory ..... full job details .....

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