Financial Planner Trainer

If you enjoy developing Financial Planners and want a role where your coaching genuinely drives better advice and client outcomes, this Performance & 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 person
• Reviewing performance trends and identifying development priorities
• Supporting adviser induction and ongoing professional development
• Working with internal teams to maintain strong alignment of processes and standards
• Helping to promote a culture of continuous improvement across the adviser community

Full job description available to cover the spectrum of responsibilities involved in this exciting role

Performance & Excellence Associate (Financial Planner Trainer) Requirements

Essential:

• Level 4 Diploma in Financial Planning (or equivalent)
• Experience in financial advice, wealth management, T&C, or adviser development roles
• Strong understanding of FCA regulatory expectations
• Confident delivering training, coaching or competency assessments
• Able to interpret MI and performance data

Desirable:

• Chartered status or actively working towards this would be beneficial
• J07 qualified would be desirable
• Experience supporting multi-site or growing advice teams
• Familiarity with cashflow modelling tools

The Company

You'll be joining a growing financial planning organisation with a strong reputation for high advice standards, modern processes and a collaborative culture. The business is continuing to expand and places significant value on adviser development, making this a key role within their structure.

Performance & Excellence Associate (Financial Planner Trainer) Benefits

• Salary £50,000 - £60,000 depending on experience + car allowance
• Hybrid working arrangement (approx. two office days per week)
• Company benefits include: 28 days annual leave, plus bank holidays (this will increase with each year of service up to a maximum of 30 days), plus following successful completion of probation period: group life assurance (4 x basic annual salary), income protection, private medical insurance, healthcare cash plan, pension contributions and discretionary bonus scheme
• Occasional regional travel (around 10%)
• Strong professional development support, including further qualifications
• Inclusive, supportive working environment with career progression potential

Location

Ideal for candidates based in Central or South England

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