Senior Training and Development Manager

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

Career

You understand Financial Planning - not in theory, but in practice. You've delivered advice or worked closely with Financial Planners, and you know what great looks like. You bring good energy, clear communication, and the confidence to challenge when it matters.

This role is about people: supporting them, stretching them, and helping them deliver consistently high-quality advice. You'll be out in offices every week, building relationships and getting to know our Financial Planners so you can help them perform at their best.

About the role

As a Senior Training & Development Manager, you'll drive development across multiple offices. Your work will focus on enhancing competence, improving advice quality, and ensuring our Front Office teams have the skills and confidence to deliver outstanding outcomes. You'll provide clear and constructive feedback, and work closely with the Head of Advice to support continuous improvement.

Your base is our London office, but you'll be on the move, and you'll be expected to be travelling to our regional offices every week. Being on-site means you'll be connected to day-to-day operations, giving you a real insight into how to support and uplift performance at Atomos.

Accountabilities

• Develop Adviser Capability: Coach, supervise, and challenge Financial Planners to help them grow, capturing clear and accurate supervisory records.

• Enhance Advice Quality: Use your Financial Planning experience to assess suitability, improve advice delivery, and embed consistent quality standards.

• Deliver Insightful Training: Plan and deliver training programmes that respond to needs and drive measurable improvements.

• Be Visible Across the Business: Operate as a mobile team member, travelling to offices to build relationships and understand how to support Financial Planners on the ground.

• Use Data Intelligently: Analyse KPIs, Key Risk Indicators, and MI to identify risks, trends, and opportunities for targeted development.

• Support New Joiners: Lead onboarding and early development for new Financial Planners and Portfolio Managers.

• Influence Through Collaboration: Work closely with Heads of Office, T&C, Advice Quality, Paraplanning, and Compliance to support Adviser development.

Skills and Experience

• Experience as a Financial Planner or strong, practical knowledge of financial planning processes.

• Proven ability to supervise, coach, and challenge advisers constructively.

• L4 Diploma qualified - JO7 or similar supervisory qualification is a bonus.

• Strong understanding of products, services, and the wider advice landscape.

• Comfortable with weekly travel to regional offices.

• High energy, strong communication skills, and the ability to build trust quickly.

• Up‑to‑date regulatory and legislative knowledge.

Benefits

• Competitive Pension Scheme - we contribute 6%, you 3%

• 26 days holiday plus bank holidays

• Private Medical Insurance

• Life Assurance (4x)

• Group Income Protection

• Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.