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Evelyn Partners is the UK’s leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third largest UK wealth manager measured by revenues and the sixth largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses.

Our purpose is supported by our 3 core values:
Personal — we treat you as an individual
Partnership — we go further together
Performance — we strive for more

What will you be doing?

We’re seeking a talented individual to join our Training team. You will be responsible for defining, developing, and delivering systems & process training to the Financial Services team.

The role is hybrid and so we would prefer the candidate would be close to one of our hubs. Ideally Birmingham, Bristol, Bracknell - or Glasgow and Edinburgh in Scotland.

As a Trainer, some of your responsibilities will include:

  • Delivering appropriate training to internal staff on both an individual and group basis.
  • Working closely with business SMEs to define, develop, deliver, and support implementation of a training curriculum in line with business change requirements.
  • Identifying & developing further training to enhance knowledge to support the embedding of change. Propose appropriate methods of training for each change to project teams and key stakeholders.
  • Owning and coordinating the training plan for all required transformational change training including in house delivered and ‘off the shelf’ third party provided training.
  • Working closely with the implementation managers to evaluate and assess the impact of change post go-live to ensure training has met its objectives.
  • Highlighting potential risks and mitigate as necessary.

To be successful in this role, you should demonstrate:

  • Experience in training delivery and content creation
  • Strong organisation and coordination skills
  • Excellent interpersonal, verbal, and written communication skills
  • Experience within Financial Services industry – desirable
  • Industry recognised training qualification

As a colleague here at Evelyn Partners you will have access to benefits that include:

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependant)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

We value the differences that a diverse workforce brings, representative of our society and clients.  We are committed to providing a work environment where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

If you need any reasonable adjustments for your application process, please let your recruiter know.