Financial Trainer (Financial Services & Apprenticeships)

Location: West Midlands / East Midlands
Salary: £35,000 – £40,000
Contract: Full-time | Permanent

Are you an experienced Financial Services professional with a passion for training and learner development? This is an exciting opportunity to use your industry expertise to deliver high-quality Financial Services Apprenticeships and Financial Advice training, helping learners build successful careers within the finance sector.

About the Company

You’ll be joining a respected national training provider operating within the Apprenticeships, Employability, and Skills sector, delivering industry-focused programmes that support learners into meaningful careers.

With a strong reputation for quality delivery and learner success, the organisation works closely with employers across the UK to provide practical, career-focused training aligned to industry requirements and workforce demands. They offer a supportive and forward-thinking environment where innovation, learner outcomes, and professional development are highly valued.

Why join?

• Opportunity to deliver impactful Financial Services Apprenticeships
• Flexible delivery model combining remote and workplace-based learning
• Supportive quality and curriculum teams
• Ongoing CPD and professional development opportunities
• Work within a respected organisation in the Further Education and Skills sector
• Opportunity to shape the next generation of Financial Advisers and Paraplanners

About the Job

As a Financial Trainer, you will deliver and support the Level 4 Diploma in Financial Advice / Paraplanning Apprenticeship Standard, guiding learners through their development journey from onboarding to End Point Assessment preparation.

You’ll deliver engaging training through a blend of remote learning, one-to-one coaching, and workplace support, helping apprentices develop the knowledge, skills, and behaviours required for success within the financial services industry.

Key Responsibilities:

• Deliver training across Financial Services, Regulated Financial Planning, and Paraplanning Apprenticeships
• Support learners through coaching, teaching, and assessment activities
• Prepare learners for examinations and End Point Assessment (EPA)
• Deliver remote and workplace-based training sessions
• Develop engaging curriculum content and learning materials
• Monitor learner progress and maintain compliant learner documentation
• Support achievement, retention, and progression targets
• Ensure delivery aligns with Ofsted standards, apprenticeship compliance, and awarding body requirements
• Embed employability skills, safeguarding, Prevent, and Equality & Diversity within delivery
• Work collaboratively with employers and internal quality teams

Ideal Candidate

You’ll be an experienced Financial Services professional with strong industry knowledge and a passion for teaching, coaching, and learner development.

You will have:

• Extensive experience within the Financial Services sector
• A Level 4 Diploma in Regulated Financial Planning or Paraplanning
• A recognised teaching qualification such as CTLLS, DTLLS, PGCE, AET, or equivalent
• A recognised assessor qualification such as TAQA, A1, D32/D33, or CAVA
• Strong communication and learner engagement skills
• Ability to explain complex financial concepts in an engaging and accessible way
• Good organisational, administrative, and IT skills

Desirable:

• Experience delivering Financial Services Apprenticeship Standards
• Knowledge of Functional Skills, safeguarding, e-portfolio systems, and apprenticeship compliance
• Chartered Financial Planner status or CeMAP qualification
• Experience within the Further Education, Apprenticeships, or Skills sector

Apply Now

If you’re looking for an opportunity to combine your Financial Services expertise with a rewarding training career, this is a fantastic chance to help shape the future workforce within the finance sector.

Apply now to join a respected training provider and support learners across the Midlands to achieve successful careers in Financial Advice and Paraplanning.