Mobile Training Leader for Financial Planners

Atomos Investments Limited; Greater London; Hybrid; GBP 70,000 - GBP 90,000; Full time

Job summary

A leading financial services firm is seeking a Senior Training & Development Manager to enhance adviser capability and ensure quality in financial advice. The role involves coaching Financial Planners and delivering effective training. The ideal candidate should have a strong background in financial planning, excellent supervisory skills, and the ability to build relationships quickly. This position requires regular travel to regional offices, providing valuable insight into operations. A competitive benefits package includes a generous pension scheme and private medical insurance.

Benefits

Competitive Pension Scheme

26 days holiday plus bank holidays

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Work From Anywhere policy

Qualifications

• Experience as a Financial Planner or strong practical knowledge of financial planning.
• Proven ability to supervise, coach, and challenge advisers constructively.
• Comfortable with weekly travel to regional offices.

Responsibilities

• Coach and supervise Financial Planners to enhance their skills.
• Assess advice delivery and embed quality standards.
• Plan and deliver insightful training programmes.

Skills

Financial Planning experience

Supervisory skills

Communication skills

Trust building

Regulatory knowledge

Education

L4 Diploma qualified - JO7 or similar

Job description

A leading financial services firm is seeking a Senior Training & Development Manager to enhance adviser capability and ensure quality in financial advice. The role involves coaching Financial Planners and delivering effective training. The ideal candidate should have a strong background in financial planning, excellent supervisory skills, and the ability to build relationships quickly. This position requires regular travel to regional offices, providing valuable insight into operations. A competitive benefits package includes a generous pension scheme and private medical insurance.