IFA Administration Trainer

IFA Administration Manager - Fareham, South East England

Ref: 825Monday 15 August 2022

£30,000 - £40,000

An excellent opportunity for an enthusiastic individual with Financial Services knowledge to share their passion with colleagues using different training strategies. You will work with the Learning and Development Manager and Head of Client Services to ensure the Client Services team perform their role and provide an excellent service to clients.


  • Responsible for delivering process and system training to Client Services team, in conjunction with the Learning and Development team
  • Willing to travel and spend moderate periods of times in other regional offices
  • Responsible for new starters in the team, training them on our core process and ensuring a smooth transition to the core team, once they have completed their training
  • Identifying knowledge gaps in teams, then creating and implementing training to address
  • Using the most effective training approach and medium to get the best results, both on individual and group basis
  • Completing and overseeing procedures and training material, working with the Learning and Development team to ensure all training material is up to date
  • Supporting training across other teams in Wealth Management as required


  • Experience within the Financial Services industry, ideally within a private client advice business
  • Energy and passion for developing people and watching them grow
  • Previous training experience
  • High level of familiarity with internal CRM systems
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