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Trainer - Wealth Management

2 weeks 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