Skip to Main Content

Job Title


Training Specialist


Company : Benchmark Capital


Location : Horsham, South East


Created : 2025-06-09


Job Type : Full Time


Job Description

About UsApply (by clicking the relevant button) after checking through all the related job information below.Benchmark Capital is a leading financial services group supporting financial advisers and wealth managers. With innovation at our core, we provide best-in-class technology, compliance support, and investment services to help firms grow and serve their clients effectively. As part of the Schroders Group, we combine financial stability with a forward-thinking, agile environment.The RoleThe primary purpose of this role is to ensure that all roles within our partner businesses are adequately trained on all aspects of the Benchmark proposition. This will help maximise efficiency within their organisations, provide tangible benefits of collaborating with Benchmark, and increase the adoption of our diverse solutions.ResponsibilitiesResponsible for training needs analysis for partner businesses (network/DA/owned)Production of the central training plan covering Enable, Fusion, our product set, SIS, network proposition (e.g. mortgages/protection) Training needs to be tailored to the various roles within an advice business Business owner/Paraplanner/Administrator (Compliance to be covered by Compliance supervisors as current arrangement). Training should be developed in a way that this could be delivered F2F, virtual and on demand. However there needs to be a focus on the ability to deliver a module F2F within an advisers officeProduction and ongoing maintenance of all training collateral to support the planEnsure that trainers are adequately equipped to train on each of the various modulesExperienceProven experience in training needs analysis and training programme development.Familiarity with financial services, especially in the areas of advice and compliance.Strong communication and presentation skills.Ability to work both independently and collaboratively within a team.Proficiency in creating engaging training materials and collateral.