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Training Improvement Consultant Financial Advisory population
Job in
Tiddington, Warwickshire, CV37 7BJ, England, UK
Listed on 2026-01-14
Listing for:
NFU Mutual
Full Time, Apprenticeship/Internship
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Location: Tiddington
£44,000 - £50,000 up to 17.5% annual bonus excellent benefits package Stratford-upon-Avon Provide training across our companys Financial Services(FS) division Enjoy a varied role, includingundertaking project work and process improvement opportunities Informal hybrid working arrangementsavailable About the role As aFinancial Services Training Improvement Consultant,youll play a pivotal role in developing, implementing, and continually improving training for our FS division. This will include undertaking inductions for our Financial Advisory (FA) population, as well as ensuring they are kept fully updated and compliant with Life Sales processes and regulations!
Hybrid working from our Stratford-upon-Avon offices, you will deliver a range of training during your office-based days (circa 2-3 per week), working with circa 75 Financial Advisors, as well as our NAS (Non-advised Sales) colleagues. Youll also support the Life advice proposition, working with Operations, Risk and Governance departments, ultimately ensuring compliance via the right training & improvement plans for our FS staff.
Youll also be responsible for:
Designing and delivering training to equip users with the knowledge to implement changes confidently and in line with company advice standards Supporting changes to Life Sales processes, systems (including Point of Sale), modelling tools, and documentation to support effective and compliant advice delivery Identifying and reporting on issues and risks, proposing mitigation plans in line with audit and regulatory requirements Delivering short-term projects and activities to agreed standards About you With a highly motivated and proactive mindset, and astrong backgroundworkingwithina
FS/ Advisory setting, you will be QCF Level 4 Qualified (Diploma in Financial Planning / DipFA) and be excited to thrive in a fast-paced, training environment! You will also be able to showcase:
Experience working in Financial Service functions, offering support and/or training Significant technical understanding of financial services regulatory regimes, including COBS Ability to deliver business process improvements and an efficient approach to your work A good understanding of tax and Financial Planning solutions and products Prior knowledge of using Training software - ideally Articulate Excellent interpersonal and communication skills Ability to work collaboratively within a team and across departments In short, this is a fantastic role for someone who is currently in a financial advisory / planning role (i.e. Paraplanner) position, who is keen for an exciting career change!
At NFU Mutual, we support an inclusive workplace and value all the differences that make us unique. We celebrate the creativity and innovation that comes from diverse perspectives and experiences and share a common vision of doing the right thing for our customers and employees. We recognise that some candidates may experience barriers during the recruitment process. So, we encourage candidates to discuss any adjustments or accommodations they need to be the best they can be throughout our recruitment process.
We're proud to be a Disability Confident Employer, a Race at Work and Women in Finance Charter signatory and welcome applications from people of all backgrounds, regardless of age, ethnicity, disability, neurodiversity, gender, religion, marital status, sexual orientation, or socioeconomic background. Benefits and Rewards Salary of £44,000 to £50,000 Annual bonus (up to 17.5% of salary) Contributory pension scheme, up to 20%, including your 8% contribution 25 days annual leave bank holidays buy/sell/save holiday trading scheme A Family Friendly policy that helps you balance your work and family responsibilities Access to savings at High Street brands, travel and supermarkets £20 contribution to a monthly gym membership subject to T&Cs Health and wellbeing plan- cashback for dentist, opticians, physio and more Access to voluntary benefits, including health assessments, private medical insurance and dental insurance Employee Volunteering - volunteer in the community for one day each year Unlimited access to Refer a…
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