Job Title

?If you enjoy developing Financial Planners and want a role where your coaching genuinely drives better advice and client outcomes, thisPerformance & Excellence Associate jobcould be a fantastic next step for an experienced Financial Planner Trainer.In this role, youll work closely with Financial Planners to help refine their approach, strengthen their technical capability and support a consistent, high-quality planning process. Youll bring positive energy, constructive challenge and practical guidance to help individuals perform at their best. The work is varied, combining adviser coaching, performance insight, collaborative projects and involvement in onboarding new planners as the business continues to grow.Typical duties include:Delivering 1:1 and group coaching to advisers, both virtually and in personReviewing performance trends and identifying development prioritiesSupporting adviser induction and ongoing professional developmentWorking with internal teams to maintain strong alignment of processes and standardsHelping to promote a culture of continuous improvement across the adviser communityFull job description available to cover the spectrum of responsibilities involved in this exciting rolePerformance & Excellence Associate (Financial Planner Trainer) RequirementsEssential:Level 4 Diploma in Financial Planning (or equivalent)Experience in financial advice, wealth management, T&C, or adviser development rolesStrong understanding of FCA regulatory expectationsConfident delivering training, coaching or competency assessmentsAble to interpret MI and performance dataDesirable:Chartered status or actively working towards this would be beneficialJ07 qualified would be desirableExperience supporting multi-site or growing advice teamsFamiliarity with cashflow modelling toolsThe CompanyYoull be joining a growing financial planning organisation with a strong reputation for high advice standards, modern processes and a collaborative culture. The business is continuing to expand and places significant value on adviser development, making this a key role within their structure.Performance & Excellence Associate (Financial Planner Trainer) BenefitsSalary £50,000 - £60,000 depending on experience + car allowanceHybrid working arrangement (approx. two office days per week)Company benefits include: 28 days annual leave, plus bank holidays (this will increase with each year of service up to a maximum of 30 days), plus following successful completion of probation period: group life assurance (4 x basic annual salary), income protection, private medical insurance, healthcare cash plan, pension contributions and discretionary bonus schemeOccasional regional travel (around 10%)Strong professional development support, including further qualificationsInclusive, supportive working environment with career progression potentialLocationIdeal for candidates based inLeeds or the wider Yorkshire area, or within a reasonable commute.Liability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.TPBN1_UKTJ