Financial Services Training Manager

3 weeks ago


Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full time
Role Summary

This is an exciting opportunity for a highly skilled Training and Compliance Manager to join a dynamic team in Birmingham. As a key member of our compliance department, you will be responsible for providing training and ensuring competency from new starters through to financial advisors on up-to-date regulations and compliance standards.

The ideal candidate will have a strong background in wealth management and regulatory training, excellent communication and presentation skills, and the ability to train experienced advisors, junior financial planners as well as administrative staff. You will also need to be able to work in a hybrid environment and be able to put your stamp on a growing business.

Key Responsibilities:
  1. Deliver high-quality training programmes to all staff.
  2. Develop and maintain a comprehensive T&C scheme tailored to the business's needs.
  3. Stay up to date with any changes in regulations and ensure the business remains compliant.
  4. Collaborate with the Head of Compliance to drive standards across the business.
  5. Draw on wealth management practice experience and independent and stand-alone training experience.

What We Offer:
- Competitive estimated salary: £40,000 - £50,000 per annum.
- Performance-based bonus scheme.
- Flexible hybrid working arrangement.
- Comprehensive private medical insurance covering employees and their families.
- Contributory pension scheme for long-term financial security.
- Generous holiday allowance with additional days off for special occasions.

  • Birmingham, Birmingham, United Kingdom CV-Library Full time

    Senior Trainer Position - Financial ServicesWe're seeking an experienced trainer to join our team as a Senior Trainer - Financial Services.Job Summary:The successful candidate will be responsible for assessing and coaching Apprentices undertaking Apprenticeships in Financial Services Level 2, Senior Financial Services Level 3, and Mortgage Advisor Level...


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

    **Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...


  • Birmingham, Birmingham, United Kingdom Jigsaw Financial Full time

    Become a Business Growth Specialist - Financial Services at Jigsaw Financial and contribute to the success of our investment management business by promoting our proposition to intermediaries and financial advisers.About the RoleWe are seeking a skilled and driven individual to establish strong relationships with key stakeholders, lead business development...


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

    Quilter Financial Planning is a leading provider of financial services with a strong focus on customer satisfaction. As a Protection Adviser, you will play a crucial role in helping clients achieve their long-term goals.Working on a self-employed basis, you will be responsible for providing high-quality protection advice to valued clients. Your duties will...


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

    Quilter Financial Planning is an award-winning network of financial services professionals with a loyal client base. We are seeking a skilled Protection Adviser to join our team on a self-employed basis.This role offers an exceptional opportunity for someone who can provide high-quality protection advice, fact-find effectively to establish clients' current...


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

    At Quilter Financial Planning, we offer a unique approach to financial services that prioritizes building trust and providing peace of mind for our valued clients.We are part of a renowned organization with a loyal client base, offering an exciting opportunity for a skilled Protection Adviser to work on a Self-Employed Basis.This role involves utilizing...


  • Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Full time

    **Job Summary:**We are seeking a seasoned Financial Services Manager - Training and Compliance to join our team in Birmingham. As a key member of our team, you will be responsible for creating and delivering high-quality training content, ensuring compliance with regulatory requirements, and collaborating with other teams to achieve business objectives.This...


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

    Job OverviewWe are currently recruiting for a Full-Time Financial Adviser position within our Quilter Financial Planning team.This exciting career opportunity is ideal for ambitious individuals seeking a role with excellent financial benefits, flexibility around family and work-life balance, and personal satisfaction in doing something meaningful and...


  • Birmingham, Birmingham, United Kingdom Integris Financial Recruitment Full time

    Job DescriptionAs a Commercial Finance Manager at Integris Financial Recruitment, you will be responsible for providing financial expertise to commercial teams and supporting business growth initiatives.Key AccountabilitiesFinancial planning and analysis.Cost control and budgeting.Financial reporting and compliance.Stakeholder...


  • Birmingham, Birmingham, United Kingdom University of Alabama, Birmingham Full time

    Job Title: Financial Services ManagerAbout the Role:We are seeking a highly skilled and experienced Financial Services Manager to join our team at the University of Alabama, Birmingham. In this role, you will be responsible for providing individualized financial wellness counseling sessions to UAB faculty and staff, as well as contracted vendors.Key...


  • Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Full time

    Are you ready to take your career to the next level?Ernest Gordon Recruitment is seeking a highly skilled and experienced Financial Services Manager to join our team. As a key member of our wealth management business, you will be responsible for leading our training and compliance efforts, driving growth and success.The ideal candidate will have a strong...


  • Birmingham, Birmingham, United Kingdom Austin Fraser Full time

    Austin Fraser is a leading education provider, and we're seeking an experienced Financial Training Expert to join our team in the West/East Midlands. As a Financial Training Expert, you'll deliver engaging training sessions for apprentices in Mortgage and Financial Services, using a variety of teaching methods.The Role:You'll be responsible for delivering...


  • Birmingham, Birmingham, United Kingdom Volkswagen Financial Services Full time

    About the JobWe are looking for a talented Mobility Fleet Manager to join our team at Volkswagen Financial Services.Your primary responsibility will be to manage and support Rental Locations to develop and execute their rental proposition in the market place while achieving corporate sales and ensuring business plans are met and locations are profitable.You...


  • Birmingham, Birmingham, United Kingdom S Knights Recruitment Full time

    S Knights Recruitment is a leading education provider dedicated to equipping learners with essential skills and industry-recognized qualifications.The role of a Financial Training Specialist is crucial in our team as we seek an experienced trainer to deliver high-quality training sessions in Mortgage and Financial Services. We are looking for a skilled...


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

    Job OverviewWe are seeking a highly motivated and ambitious individual to join our team as a financial adviser. As a financial adviser, you will have the opportunity to build a successful business and help clients achieve their financial goals.The ideal candidate will have a strong work ethic, excellent communication skills, and the ability to learn and...


  • Birmingham, Birmingham, United Kingdom Jigsaw Financial Full time

    Job SummaryJigsaw Financial invites applications from experienced Investment Managers for a challenging role that involves promoting funds and the investment management proposition to intermediaries/advisers, establishing strong relationships with advisers, and leading and managing business development activities. The ideal candidate will have proven...


  • Birmingham, Birmingham, United Kingdom S Knights Recruitment Full time

    Unlock Your Potential as a Financial Training Specialist with S Knights Recruitment. We are seeking an experienced professional to join our dynamic team, dedicated to delivering high-quality training and development programs for apprentices in Mortgage and Financial Services.As a member of our team, you will have the opportunity to work on a variety of...


  • Birmingham, Birmingham, United Kingdom Michael Page (UK) Full time

    About Our OpportunityA fantastic opportunity has arisen for a Financial Audit Manager in Training to join our client's expanding audit team in the Midlands. This is an ideal role for a motivated and ambitious individual who wants to develop their skills and knowledge in auditing and financial reporting.Key ResponsibilitiesMentoring, training, and reviewing...


  • Birmingham, Birmingham, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Job Title: Financial Services ManagerWe are seeking a highly skilled Financial Services Manager to join our leading auditing team in Birmingham. As an Audit Manager, you will be responsible for managing staff, setting budgets and reporting directly to the Partner.Your key responsibilities will include:Acting as lead on audit work and setting budgets and...


  • Birmingham, Birmingham, United Kingdom BDO UK Full time

    **Financial Services Audit Manager Role**As a Financial Services Audit Manager at BDO, you will play a key role in leading our internal audit reviews and regulatory assurance reviews within the Financial Services sector. You will be responsible for supporting Senior Management in developing and delivering the annual internal audit plan, leading relationships...