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Instructional Designer

Oakleaf Partnership
London, England
£60000 - £75000 per annum
Closing date
24 Oct 2022

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Job Details

Instructional Designer

Investment Management



£60,000 - £75,000

I have partnered with a global Investment Management firm in their search for an Instructional Designer role for their newly created external client training offering. The role will cover both European & Asian clients, with the opportunity to develop training materials specifically for the financial advisor populations as a value-add piece for the firm.


  • Creating client content and programs
    • Consult with Trainers, Client Marketing, Sales-colleagues and Investment Specialists to diagnose and develop learning plans with comprehensive audience analysis, course outline, learning solutions and design and delivery methods
    • Transform complex financial topics into well-structured and easy to understand stories which our business partners can use with their clients. o Package and evaluates curriculum plan/design for effectiveness.
    • Working with local Marketing to adjust to local market-specific content that fit the varying needs of the clients and distributors.
    • Oversees maintenance of curriculum and updates/evaluates as appropriate.
  • Project involvement - As part of a new and growing team involvement in projects, as both a participant and lead where appropriate, around our core functions, organisation, and technology
  • Research industry best practices and stays current on trends and technologies to ensures high quality deliverables and efficient, effective solutions
  • Occasional support of internal focused programs where overlap with Client Learning initiatives


  • Excellent team player who is detail-oriented, able to multi-task and interact in a fastpaced environment.
  • An agile learner with a client centric mindset.
  • Demonstrated in-depth knowledge of instructional design, adult learning practices and eLearning development tools
  • Knowledge of financial markets and investment concept topics such as long-term investing, diversification, various asset classes, ESG, investment psychology and investment themes
  • Excellent interpersonal and collaboration skills, and professional service orientation to develop working relationships and maintain appropriate rapport with internal and external contacts to enable effective completion of business objectives.
  • Design skills; being able to transform investment concepts into visually attractive content.
  • Proficient with the Microsoft Office suite, specifically PowerPoint
  • Experience with video-editing (Camtasia) preferred
  • Language skills beyond English preferred but not essential


Oakleaf Partnership is the UK’s largest independent HR recruitment consultancy. Founded in 2005, we have built enduring relationships with HR functions across every sector; thanks in part to our expertise, but also our collaborative approach. We listen. We share our insights. We take the time to truly understand the culture of an organisation – the person behind a CV.

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