Senior Training & Development Coach for Financial Planners

Atomos Investments Limited; Marlow; Hybrid; GBP 55,000 - GBP 75,000; Full time

Job summary

A leading financial services company based in Marlow is seeking a Senior Training & Development Manager. This role focuses on enhancing adviser capability and advice quality through training and support. The ideal candidate has experience in Financial Planning, strong supervisory skills, and the ability to travel to various regional offices. Key benefits include a competitive pension scheme, private medical insurance, and a flexible work-from-anywhere policy, making it an exciting opportunity for the right individual.

Benefits

Competitive Pension Scheme

26 days holiday plus bank holidays

Private Medical Insurance

Life Assurance

Group Income Protection

Work From Anywhere policy

Qualifications

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

Responsibilities

• Coach and challenge Financial Planners to help them grow.
• Assess suitability and improve advice delivery.
• Plan and deliver training programmes for advisers.

Skills

Supervising advisers

Financial Planning processes

Communication skills

Regulatory knowledge

Trust-building

Education

L4 Diploma qualified

Job description

A leading financial services company based in Marlow is seeking a Senior Training & Development Manager. This role focuses on enhancing adviser capability and advice quality through training and support. The ideal candidate has experience in Financial Planning, strong supervisory skills, and the ability to travel to various regional offices. Key benefits include a competitive pension scheme, private medical insurance, and a flexible work-from-anywhere policy, making it an exciting opportunity for the right individual.