Trainer - Wealth Management

4 days ago


Southampton, United Kingdom Nelson Scott LLP Full time

This a private wealth management company, providing investment management services and financial planning solutions to private clients, with 5 offices in Southern England..
This independently owned financial planning and discretionary investment management house, provides a high-quality service for private clients, trusts and smaller institutions.
With strong investment performance and significant recent investments in building a team of financial planners, in addition to a well invested platform and IT capabilities, the business now wishes to invest further in strategic and also has the aspiration ofidentifying and integrate several acquisitions over the coming years.

We are recruiting an organised, enthusiastic and knowledgeable trainer pref with Financial Services experience, who will work within the learning and development team, reporting to the L&D manager.
The key responsibilities will include the following.
Deliver appropriate training modules to internal staff on both an individual and agroup basis

Work on and deliver training projects
Setup and maintain individual staff training records
Willing to get involved in other projects within the business, which may occur from time to time, that fall within their capabilities
Maintain a database of all training materials
Strict adherence to company philosophy/mission statement/sales goals

Ability to communicate with departments across the business, at all levels
Experience within the financial services industry
High level of familiarity with internal CRM systems
Be a self-starter and be happy to take on a variety of tasks, adapting to changing business needs
Take ownership and responsibility for tasks and projects, coming up
Proficient computer skills, Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel)
Excellent interpersonal, verbal and written communication skills with strong attention to detail
Driving licence and own transport
Be an enthusiastic team player with a can-do attitude



  • Southampton, Southampton, United Kingdom Quilter Financial Planning Full time

    Join Our TeamWe are seeking a Wealth Management Professional to join our team at Quilter Financial Planning in Southampton. As a key member of our team, you will be responsible for providing expert wealth management services to our clients.The ideal candidate will have a strong background in financial planning and advisory services, with experience in...


  • Southampton, Southampton, United Kingdom Quilter plc Full time

    Job DescriptionQuilter plc is a leading provider of financial advice, investments, and wealth management, committed to being the UK's best wealth manager for clients and their advisers. As part of our expansion plans, we are seeking a team of Financial Planners to focus on onboarding new clients via our Affinity Lead programme.We require individuals with a...

  • IT Trainer

    1 week ago


    Southampton, United Kingdom Circle Recruitment Full time

    IT Trainer - Southampton - £35,000 My client, is currently looking for a IT Trainer to join an expanding IT team in Southampton. The IT Trainer will be responsible for the design, development, and delivery of training programs. They are looking for a IT Trainer with at least 18 months of experience in the delivery of classroom-based and desk-side IT...


  • Southampton, Southampton, United Kingdom Quilter Financial Planning Full time

    Job Title: Holistic Wealth ManagerWe are seeking a highly skilled and experienced Holistic Wealth Manager to join our team in Southampton, providing expert financial guidance to clients and driving business growth.Estimated Salary: £45,000 - £65,000 per annum, reflecting the importance of this role in delivering exceptional client outcomes.About the...

  • Wealth Management Leader

    38 minutes ago


    Southampton, Southampton, United Kingdom Quilter Full time

    Role OverviewThis Financial Planning Manager role is an exciting opportunity to join our team at Quilter and lead the delivery of financial planning solutions to new customers. The successful candidate will have a deep understanding of the Financial Services industry and a proven track record of success in a similar role.In this role, you will be responsible...

  • AT Trainer

    3 weeks ago


    Southampton, United Kingdom SRG Full time

    Job Title: AT Trainer (Assistive Technology Trainer)Location: Aberystwyth, Bangor, Birmingham, Cardiff, Cambridge, Croydon, Derby, Essex, Hereford, Lincoln, London, Northampton, Norwich, Peterborough, Swansea, Wolverhampton, WrexhamJob Type: Remote / Hybrid WorkingAbout the Role:We are looking for experienced and passionate AT Trainers to join our team. As...

  • Technical Trainer

    7 months ago


    Southampton, United Kingdom Glen Dimplex Heating & Ventilation Full time

    **Company Overview** Glen Dimplex Heating & Ventilation is a subsidiary of the Glen Dimplex Group. We design, develop and deliver innovative heating and ventilation solutions that address a wide range of needs, from sustainability and efficiency, to aesthetic appeal and performance. We operate across the UK and Ireland, serving global markets through our...

  • IT Trainer

    7 months ago


    Southampton, United Kingdom NHS Professionals Full time

    **Job Title**: IT Trainer **Location**: Southampton **Trust**: Southern Health NHS Foundation Trust **Job type & Shift Patterns**: Full time, Hybrid, 37.5 hours per week (2 days On-site & 3 Days Work from Home) **Pay rate**: £15.67/Hr. **JOB DESCRIPTION**: **Overview**: - An average of 2 days per week in the office, the other 4 days typically working...

  • Clinical Trainer

    1 day ago


    Southampton, United Kingdom Ashfield Healthcare, part of UDG Healthcare plc Full time

    **Company: Direct to Headcount** **Position: Clinical Trainer** **Location: South Central** **Vacancy Type:Permanent** **Salary: Competitive** Ashfield currently has the pleasure of working with Urgo to recruit a Clinical Trainer covering South Central England. Urgo Medical is the advanced wound healing division of the URGO Group. Because serious wounds...


  • Southampton, Southampton, United Kingdom Quilter Full time

    **Job Title:** Wealth Management Team Leader**Estimated Salary:** £70,000 - £90,000 per annumAbout the Company:Quilter is a leading provider of financial advice, investments, and wealth management services. Our mission is to help individuals and businesses achieve their financial goals through expert guidance and innovative solutions.About the Role:This...

  • IT Trainer

    3 days ago


    Southampton, United Kingdom Circle Recruitment Full time

    IT Trainer - Law Firm - Southampton - £45,000 My client, a leading law firm is currently looking for a Legal IT Trainer to join an expanding IT team in Southampton. The IT Trainer will be responsible for the design, development, and delivery of training programs. They are looking for a Legal IT Trainer with at least 18 months of experience in the delivery...

  • IT Trainer

    3 days ago


    Southampton, United Kingdom Circle Recruitment Full time

    IT Trainer - Law Firm - Southampton - £45,000 My client, a leading law firm is currently looking for a Legal IT Trainer to join an expanding IT team in Southampton. The IT Trainer will be responsible for the design, development, and delivery of training programs. They are looking for a Legal IT Trainer with at least 2 years of experience in the delivery...

  • Operational Trainer

    3 weeks ago


    Southampton, United Kingdom Barchester Healthcare Full time

    Job summary Barchester Healthcare is a market leader in providing exceptional quality care to residents and patients across their rapidly expanding portfolio of 240 care homes and independent hospitals.The Operational Trainers play a key role in ensuring the continued delivery of Good and Outstanding care by ensuring every member of staff is confident and...

  • Retail Trainer

    7 days ago


    Southampton, United Kingdom Three People Full time

    As Retail Trainer / Assessor you will be responsible for working with apprentices delivering all aspects of the apprenticeship to ensure successful completion whilst providing exceptional support and guidance to both learners and employers. Your responsibilities will include: - supporting / motivating learners to ensure progression for their qualification -...


  • Southampton, Southampton, United Kingdom Evelyn Partners Full time

    This is an exciting opportunity to join Evelyn Partners as a Private Client Manager. Our Private Client Teams in Southampton are responsible for working with entrepreneurs and the Private Business Sector clients.The role involves providing financial guidance to help individuals and businesses achieve their financial aspirations.We offer a competitive salary...


  • Southampton, United Kingdom Spectrum IT Recruitment Full time

    **Software Technology Trainer**: - **Southampton based with hybrid Remote Working Options**: - **£45,000 to £50,000 + benefits**: - **Company growing rapidly due to financial success**: - **Heavy investment in new IT technologies and solutions** Experienced Software Technology Trainer required by an excellent client based in Southampton, Hampshire....


  • Southampton, Southampton, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are currently recruiting for a Financial Advisor to work within our Southampton office. As part of our team, you will be responsible for providing holistic financial advice to our clients, leveraging your expertise in financial planning and wealth management.Responsibilities:Developing and maintaining strong client relationships through...

  • Retail Trainer

    13 hours ago


    Southampton, United Kingdom KM Education Recruitment Ltd Full time

    **KM Recruitment is a specialist UK wide recruiter for the Skills & Employability sectors.** **Job Title: **Retail Trainer / NVQ Assessor (Trainee or Qualified) *Trainee or Qualified Assessor Opportunity* **Location**: Southampton and surrounding areas - Home/Field based (Must be flexible with travel) **Salary**: £25,500 - £26,500 (Salary is dependent on...


  • Southampton, United Kingdom Sterling Training Full time

    **Finance, Accounts and Business Trainer at Sterling Training (Freelance)** We are proud to say, that here at Sterling Training we have been delivering top-quality training sessions to the military, security and defence industries in the UK and Middle East for over 7 years. Our approach is centred around our learners and we are committed to ensuring that we...

  • Care Sector Trainer

    6 days ago


    Southampton, Southampton, United Kingdom NHS Full time

    Barchester Healthcare is seeking an experienced Operational Trainer to join our team. As an Operational Trainer, you will play a critical role in ensuring the delivery of high-quality training to our care staff. This is a fantastic opportunity to develop your skills and make a real difference in the lives of our residents and patients.About the RoleIn this...