Trainer

Trainer (Financial Services)

Newcastle

Salary circa £45,000

My client is seeking an experienced Trainer to play a pivotal role in delivering high-impact learning programmes within a dynamic, multi-disciplinary environment. This position focuses on strengthening professional capability and developing leadership skills across the organisation.

The successful candidate will support managers and advisers in building strong leadership behaviours, professionalism, and effective relationship management, while cultivating the core soft skills required to excel in client-facing roles.

Key Responsibilities:

• Lead the delivery of programmes across key capability areas.
• Design and facilitate blended learning that integrates technical knowledge with behavioural skills.
• Deliver training aligned to real client scenarios and regulated environments.
• Embed learning through case studies, simulations, coaching, and assessment.
• Adapt delivery to suit different roles, experience levels, and business functions.
• Promote high professional standards and continuous development.
• Translate business needs into targeted learning interventions.
• Support structured development aligned to career pathways.
• Provide subject matter expertise to ensure technical accuracy and relevance.
• Support onboarding, professional development, and leadership readiness.
• Deliver structured 1:1 coaching, offering feedback to enhance soft skills such as communication, influencing, and relationship management.
• Coordinate programme delivery to ensure a high-quality learner experience.
• Track evaluation data and produce reporting metrics.
• Collaborate with internal stakeholders and external providers.
• Use feedback and insight to continuously enhance learning programmes.

Skills & Experience Required:

Essential:

• Experience delivering learning within wealth management or financial services.
• Proven ability to design and facilitate programmes combining technical and behavioural development.
• Strong facilitation, coaching, and stakeholder engagement skills.
• Good understanding of regulatory and professional standards in a financial services environment.

Desirable:

• Professional qualification in Learning & Development or Organisational Development (e.g. CIPD or equivalent).
• Diploma (or equivalent) in Financial Planning.
• Experience in blended and digital learning design.
• Experience supporting capability frameworks or structured career pathways.

This is an excellent opportunity to join a forward-thinking organisation committed to developing its people and fostering a culture of continuous improvement.