Freelance Financial Services Trainer / Content Developer

Department: Consulting

Employment Type: Seasonal - Part Time

Location: Home United Kingdom

Reporting To: Lead Product Manager

Description

Davies is seeking to grow our network in the Educational Product Content Developer space. We hope to engage with limited contractors who we can then reach out to on an adhoc basis who can provide us with extra support as & when required (for example; R06/AF5 release periods)
This role supports the (re)design, update and maintenance of high-quality technical learning materials and associated exams for Financial Services learners at Davies.

You will collaborate closely with the Davies Design and Delivery teams to develop complete replacements for CII materials across multiple modules, ensuring that learners receive clear, accurate and exam-aligned content to maximise their exam success.

The role includes involvement in the R06 case study analysis and AF5 fact-find analysis cycles, supporting the design and production of our learning resources in line with each exam's scheduled release.

Key Responsibilities

• 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.

• 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.

• 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.