Job Description
A leading Wealth Management firm based in the West Midlands is seeking a Technical Trainer to join their expanding team on a permanent basis in a newly created role.
This full‑time role offers a competitive salary of £55,000–£60,000, 2 days home working, and the chance to design, create and deliver a suite of training packages.
Duties will include (but are not limited to):
* Delivering high‑quality, engaging technical training on core financial planning topics including pensions, investments, protection, taxation and estate planning
* Leading induction training for new advisers, trainee advisers and paraplanners, ensuring full understanding of advice processes and regulatory expectations.
* Designing and updating training materials such as presentations, guidance notes, case studies, eLearning modules and assessments
* Ensuring all training content is accurate, compliant and aligned with FCA regulations, suitability standards and internal policies
* Acting as a subject matter expert for financial planning concepts, tax legislation, FCA rules and technical product knowledge
* Monitoring regulatory changes and provide insights to the wider business on impacts to advice processes
* Partnering with T&C, Risk, Advice Quality and Root Cause Analysis teams to identify learning needs and close technical knowledge gaps
* Delivering remedial or targeted training following audit findings, regulatory feedback or identified performance issues
* Assessing learner progress through tests, role plays, case studies and live observations, providing structured, developmental feedback
Experience/Qualifications required:
* Qualified to Level 4 Diploma in Regulated Financial Planning (DipPFS) or equivalent
* Deep technical expertise across core financial planning disciplines, including pensions, investments, protection and taxation
* Proven track record in delivering high‑quality training and coaching within regulated financial services environments
* Strong presentation and communication skills, with experience engaging audiences through virtual, digital and in‑person delivery
* Skilled in designing effective, learner‑centred training programmes tailored to varying levels of knowledge and experience
* Comprehensive understanding of FCA regulations, suitability requirements and end‑to‑end advice processes
* Talent for translating complex technical concepts into clear, practical and accessible learning content
Benefits:
* 25 days annual leave, plus bank holidays, increasing with service
* Bonus scheme
* Cash plan health benefit
* Death in service benefit
* Loyalty bonuses
Working hours:
* 35 hours per week
* Monday – Friday, 9am-5pm (flexible start/finish times)
Please note that you require recent experience to apply for this role.
James Andrews is acting as an employment agency and business in relation to this role.
At James Andrews Recruitment Solutions we try to respond to all applications personally, however, due to the high volume of applications this is not always possible. If you have not heard back from us within 72 hours, please assume that your application has been unsuccessful on this occasion.