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1–2 jobs· newest first

Technical Trainer - Mortgages & Financial PlanningNew
Howden · London, United Kingdom
Full-time
Financial Solutions Advisor Registration Candidate- 4 Penn Center Financial Center
Bank of America · Philadelphia, US
Hybrid · Full-time · Entry

+10K new in the last hour

Technical Trainer - Mortgages & Financial Planning

Howden · Posted Nov 10, 2026

London, England, United Kingdom
Full-time

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Design and deliver technical, regulatory and sales training for Mortgages and Financial Planning.

Responsibilities

Designing and delivering technical, regulatory and sales learning through workshops, virtual training, coaching and blended learning solutions.
Leading induction and onboarding programmes for new colleagues.
Creating and maintaining high-quality learning materials, assessments and digital learning resources.
Supporting supervisors with competence assessments, observations, role plays and coaching activity.
Delivering targeted development interventions where knowledge, performance or behavioural gaps have been identified.

Requirements

Recognised mortgage qualification (e.g., CeMAP)
Level 4 Financial Planning qualification (or equivalent)

Skills

Technical training Learning & development Coaching Competence assessment Mortgage knowledge Financial planning knowledge

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Financial Solutions Advisor Registration Candidate- 4 Penn Center Financial Center

Bank of America · Posted Nov 6, 2026

Philadelphia, Pennsylvania, United States
Hybrid
Full-time · Entry
0–1 years

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An entry-level path to becoming a licensed advisor by obtaining necessary licenses (SIE, Series 7, Series 66) and providing banking and investment solutions within a financial center environment.

Responsibilities

Obtain Securities Industry licenses including SIE, Series 7, and Series 66 exams
Acquire, build, and manage client relationships
Consider client's complex financial picture and guide them with advice and solutions
Deliver core banking, investment solutions and approach to client care
Grow and deepen relationships within a portfolio of clients

Requirements

High School Diploma / GED / Secondary School or equivalent
Bachelor’s degree
Nice to have: Financial services industry experience
Nice to have: Sales experience

Skills

Securities Industry Essentials (SIE)Series 7 Series 66 Relationship management Financial planning knowledge

Benefits

affordable, competitive and flexible benefits
physical, emotional, and financial wellness

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