Trainer (Paraplanning) – Internal Applications
🔒 Confidential Employer
Posted 21 April 2026
LOCATION
United Kingdom
TYPE
Full-time
LEVEL
Mid-Senior level
CATEGORY
Education
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion
SKILLS
Paraplanning
Training
Financial Services
Communication
Coaching
Facilitation
FULL DESCRIPTION
Trainer (Paraplanning) – Internal Applications
We’re looking for someone with experience in paraplanning to become an L&D Technical Trainer (paraplanning specialist) to deliver high-quality technical learning that builds confidence, capability and role readiness across the business.
What you’ll be doing…
- Delivering and continuously improving technical onboarding programmes
- Designing and deliver learning to support operational and regulatory change
- Providing CPD-aligned learning, refreshers and deep dives for existing staff
- Delivering thematic training aligned to quality, risk and compliance priorities
- Providing post-training coaching and reinforcement to embed learning
- Using QA insight, MI and feedback to shape effective learning interventions
- Supporting early careers pathways and [Employer hidden — view at passion-project.co.uk] development
You…
- Level 4 Diploma qualified
- Background as a Paraplanner or similar role
- Strong understanding of a regulated financial services environment
- Ability to translate complex technical information into practical learning
- Could become a confident facilitator presenting across face-to-face and virtual settings
- Strong coaching, questioning and communication skills
- Organised, resilient and comfortable working in change
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