Learning & Development Consultant – Financial Services

Learning & Development Consultant –

Financial Services

Job Type:       Permanent

Location:        Hybrid in any of their offices Reading, Birmingham, London. 

Salary:           Competitive + Bonus

Consultant:    Mags Rendle  

Excellent career opportunity!

The Organisation

Join a top-tier wealth and advisory firm known for its robust infrastructure, cutting-edge technology, and unwavering commitment to service excellence. This dynamic organisation supports your professional growth, fosters collaborative teamwork, and promotes a culture where success and job satisfaction go hand in hand.

You will be joining a dynamic business that supports your career ambitions and ensures you love what you do. Work alongside a talented, passionate team in an environment where success and happiness go hand in hand! 

The Role

As a Learning & Development Consultant focused on Financial Services, you will drive the design and delivery of impactful L&D programmes tailored to the needs of advisory teams. Your work will span training needs analysis, curriculum development, content creation (including e‑learning, workshops, toolkits), and performance measurement. You’ll partner with senior stakeholders to align learning strategies with business goals, ensuring advisers are supported at every stage of their development journey.

Key Responsibilities

• Conduct comprehensive learning needs assessments to identify gaps and training priorities across adviser cohorts
• Design and develop blended learning programmes (instructor‑led, virtual, e‑learning, microlearning) tailored for financial professionals
• Collaborate with subject-matter experts to produce high-quality materials—participant guides, job aids, conversational scripts, and e-modules
• Deliver engaging workshops, seminars, onboarding and refresher courses, both virtually and in person
• Facilitate coaching, role-play sessions, and on-the-job shadowing to reinforce learning transfer
• Ensure programmes align with compliance, regulatory, and client experience standards (e.g., FCA requirements
• Establish and monitor KPIs to assess training effectiveness, learner progress, and behavioural change
• Maintain relationships with stakeholders—advisers, compliance, operations, HR—to ensure training relevance and uptake
• Stay updated on L&D best practices, adult learning principles, and industry trends to innovate programme design

Experience & Skills Required

• 3–5 years’ experience in Learning & Development, ideally within financial services or professional services
• Strong background in instructional design, adult learning theory, and blended learning methodologies
• Proven track record in developing and delivering training programmes for regulated financial environments
• Exceptional facilitation and presentation skills, with confidence engaging senior-level stakeholders
• Experience creating e-learning, virtual classrooms, job aids, coaching toolkits, and conversational frameworks
• Proficiency in LMS platforms and common learning tools (video, microlearning, analytics)
• Solid analytical skills—competent at evaluating training impact and presenting actionable insights [careers.acbsp.org], [eidesign.net]
• Skilled in stakeholder collaboration, project management, and adapting to fast-paced environments
• Degree qualified; relevant L&D certifications (e.g., CIPD, ATD, CPTM) advantageous

Benefits & Culture

This is an impressive business offering a supportive work environment with opportunities for both personal and professional development.

Some of the benefits:

• Holiday Entitlement–25 days rising to 28 over 5 years
• Holiday purchase scheme - 5 days and carry over 5 days into the following year
• 3-4 days over Christmas – offices close
• A day to celebrate your birthday, A day to move house, A day for your wedding
• Pension–7% employer / 5% employee contribution
• Private Medical Insurance (PMI) –MHD with optical & dental cover(no upper age limit)
• Group Income Protection (GIP) –75% of salary (to state pension age)
• Death in Service (DIS) –4 x salary (to age 70)
• Critical Illness Cover (CIC) -£10k cover (to age 70)
• Bonus scheme
• Professional qualifications, study, training and development
• And many more..

There are many more benefits – Get in touch to find out more about their benefit package, the organisation, and this career opportunity.

Apply below And Mags will be in touch to discuss the role further.

The Digital Recruitment Company is an Employment Business for interim, contract and temporary recruitment and acts as an Employment Agency in relation to permanent vacancies.

To apply for this role please contact us at:

Mags Rendle    0203 640 2133

mags@digitalrecruitmentcompany.com

www.digitalrecruitmentcompany.com