Senior Financial Services Trainer

We are looking for a motivated professional to help shape and deliver our Business School Academy programme. In this role, you will support the development of future advisers by assessing, training, and coaching candidates to build the skills and knowledge needed to succeed. You'll work closely with individuals and groups, uphold the Academy's professional standards, design engaging learning content, and continuously improve the learner experience by identifying new trends and best practices. This is an exciting opportunity to play a key role in developing high quality, commercially successful professionals while contributing to the ongoing growth and impact of the Academy.

This is a hybrid role, 3 days a week from our Leeds office.

What will you need to succeed?

Qualifications/ Experience:

• Experience of working in B2B and B2C environments
• Minimum 2 years experience in training and facilitation design and delivery.
• Recognised training qualification desirable
• A track record of providing coaching / mentoring / sales management with results desirable

Knowledge, Skills and Competencies:

• Ability, experience and initiative to carry out role without constant direct supervision
• Be willing to travel as required and as necessary, with Openwork Firms located across the UK
• Create and implement personal development plans for new Advisers and colleagues
• Interpret and analyse Openwork MI for continuous improvement
• Create, train and facilitate developmental workshops to assist in the development of Advisers, Practice Principles, other firm and OW colleague roles
• Use data to inform continuous improvement recommendations to programmes and content
• Be well-organised, have excellent planning skills and able to manage multiple tasks simultaneously, whilst balancing priorities and resources with costs and benefits
• Have a good knowledge of FCA guidelines, Openwork’s Sales Advice Framework (SAF) and the T&C Scheme

Key Accountabilities

• Agree the required level of coaching and development support for candidates at pre, post and during Academy programme training, ensuring Academy delegates make effective progress through their development track.
• Design and deliver training and coaching on prospecting, fact-finding, presentation skills to adviser candidates / firms.
• Provide a focal point of contact for candidates / firms requiring development support in their formative months.
• Drive results by reviewing and monitoring business plans for advisers/leaders & production post appointment.
• Conduct assessments for potential candidates and determine suitability.
• Provide development/mentoring/support to firms to improve candidate success via a successful & supportive partner firm.
• Assist in identifying opportunities & support those firms who wish to grow their adviser numbers and/or who wish to expand into new areas of the proposition.
• Assist in identifying opportunities for external new entrants to be placed within existing firms – either as trainees, or as fully qualified and licensed individuals.

Why us?

2Plan Wealth Management was Launched in July 2007 and we have continuously built on our strengths to become one of the leading wealth management firms in the UK. Our head office administration, technology and regulatory teams provide exceptional support to all our financial advisers around the country, enabling them to deliver the best possible service to clients. The client experience is paramount and all our advisers pride themselves on providing up-to-date advice and building long lasting, professional client relationships. We want all our clients to view 2plan wealth management as their trusted go-to adviser for their financial matters.

At The Openwork Partnership, we\'re a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We’re investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

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