Training & Knowledge Manager
Permanent | Up to £60,000 depending on experience
We are looking for a Training & Knowledge Manager to join the team and design, develop and deliver regulatory, technical and soft skills training to our Clients and Member Firms.
This is a full time position which can be based anywhere in the UK however will include travel and overnight stays as and when required.
What you'll be doing
- Establishing interest and commercial benefit of specific financial services related training for Members and Clients
- Designing, developing and delivering training material to Clients and Members
- Utilising various methods of delivery e.g. training days, webinars, videos
- Building a suite of material for delivery – live and recorded
- Maintaining training materials and ensuring content remains appropriate and up to date
- Ensuring sign off and version control of materials developed / amended
- Actively exploring and delivering technology options for training delivery
- Be involved in the learning management system used by Clients and Members, building relevant materials and running webinars and workshops
What you need to succeed
- Previous experience working in a similar training or L&D position within financial services, and an understanding of skills requirements for intermediaries and their staff
- Level 4 Diploma in Financial Planning, ideally working towards Chartered status
- Proven understanding of the current pension transfer requirements and FCA guidance
- You are passionate about learning, and have a creative flair
- Demonstrable experience developing effective learning materials
- Experience delivery training utilising various methods of delivery
- Excellent planning and organisational skills with ability to manage multiple projects
- Excellent communicator with the ability to build relationships with key stakeholders of all levels
Nice to haves
- Pension qualification and experience e.g. CII AF7/AF3, CISI PTPA, or LIBF PETR
- Mortgage, equity release and long term care experience and qualifications or prepared to study to obtain within agreed timescales
Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.
We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.
For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.

- Department
- Compliance
- Locations
- Huddersfield, Glasgow
- Remote status
- Fully Remote

Huddersfield
An exceptionally innovative, fun and challenging workplace
We want our people to enjoy being part of the team and feel passionate about doing a great job whilst they’re here.
About SimplyBiz
We are the UK's leading provider of outsourced regulatory and business support to the retail financial service market.
As part of Fintel, we are committed to simplifying and improving the complex world of financial services and to creating a better outcome for everyone.
Training & Knowledge Manager
Permanent | Up to £60,000 depending on experience
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