Freelance Financial Services Trainer / Content Developer

Key Responsibilities

Content Creation & Development

• Create full sets of technical CII study materials, including: 
  • Study guides
  • Mock exam questions and answer rationales
  • Workshops and webinar slide decks
  • Digital learning/e-learning modules
  • Supplementary revision resources (flashcards, glossaries, exam tips, etc.)
• Update and refresh existing materials in line with syllabus changes, budget announcements, new legislation, FCA updates and current industry practices.
• Ensure all content is accessible, learner‑friendly, and written in a clear, structured style aligned with CII exam expectations.

R06 and AF5 Assessment Support

• Participate in R06 case study analysis (four releases per year) and AF5 fact find analysis (two releases per year).
• Work collaboratively with a team of associates during designated analysis weekends to: 
  • Review the new case study/fact find
  • Identify probable question areas
  • Create or update e-learning materials, including: 
    • Predicted questions
    • Example responses/answer structures
    • Technical commentary
    • Learning activities linked to the assessment
• Assist with rapid turnaround times to meet post‑release production deadlines.

Quality & Technical Accuracy

• Ensure all written materials are technically correct, up to date, and aligned with CII exam style and levels of difficulty.
• Proofread and quality-check work before submission to Davies.
• Follow Davies templates, tone-of-voice guidance and accessibility standards.

Skills, Knowledge and Expertise

• Demonstrable expertise in CII advanced qualifications and assessment formats
• Proven experience writing or developing study materials, e-learning or technical content.
• Ability to produce high‑quality work to tight deadlines, especially during R06/AF5 release periods.
• Excellent written communication skills, with a clear and structured writing style.
• Ability to analyse scenarios and generate exam‑style questions and model answers.
• Competence using Microsoft Office and (ideally) basic e-learning authoring tools like Rise 360.
• Comfortable working independently as an external supplier.
• Contractor must be willing to invoice via their own limited company set up

How it works?

• This role offers an advanced CII professional the opportunity to work fully flexibly, based on their free time (but to tight deadlines) including weekends. 
• This role is paid on a day-rate basis and requires the successful candidate to invoice via their own limited contract company.