[Hiring] Integrations Training Consultant @Premier Jobs UK

Role Description

Guiding newly acquired advice firms through seamless operational transition, this Integrations Training Consultant role is field-based across the UK with extensive nationwide travel. You will deliver hands-on coaching and systems training to planners and operational staff, offering real impact right at the point of growth.

Your purpose as an Integrations Training Consultant:

• Ensure acquired businesses adopt group systems, processes, and standards smoothly.
• Work directly with financial planners, paraplanners, and support teams to deliver on-site training and guidance during critical change periods.
• Contribute to wider business-as-usual learning initiatives between integrations, driving consistent operational excellence and best practice across the national business.

Your day to day responsibilities include:

• Deliver hands-on training workshops and coaching on-site for newly acquired firms during operational integration.
• Train colleagues on back-office systems, financial planning software, and compliant advice processes.
• Produce clear process guides, training manuals, and practical resources to support change adoption.
• Collaborate with integration leads and operational managers to align training schedules with project milestones.
• Evaluate training effectiveness and deliver virtual refresher sessions or drop-in clinics where needed.

Qualifications

• Level 4 Diploma in Financial Planning (essential).
• Proven track record training, mentoring, or coaching staff within regulated financial planning firms (essential).
• Comprehensive knowledge of financial planning, client servicing, and regulatory compliance standards (essential).
• Willingness to spend 3 to 4 days away weekly during 4 to 6 week integration projects (essential).
• Practical experience with systems like Intelligent Office, Dynamic Planner, CashCalc, or FE Analytics (desirable).

Benefits

• Starting salary up to £60,000 depending on experience.
• Field-based contract with flexible working.
• 28 days holiday plus bank holidays and your birthday off.
• 5% matched employer pension contribution after three months of service.
• Income protection benefit providing 80% salary cover after 13 weeks.
• MediCash healthcare plan including 24/7 GP access, mental health support, and retail discounts.
• Tailored professional development and qualification pathways through an in-house training academy.

Company Description

You will join an acquisitive, national wealth management group dedicated to continuous improvement and staff development. The environment values collaboration, practical support, and high standards, providing structured onboarding and strong operational infrastructure to ensure both clients and staff thrive.