Academy Training Manager

1 week ago


Whiteley, Hampshire, United Kingdom mbf Full time
Academy Manager - Financial Planning and Development

Are you a seasoned professional in financial planning with a passion for nurturing the next generation of financial planners? We are excited to present an opportunity for a dynamic and skilled Academy Manager to join a leading financial services firm and play a pivotal role in the growth and development of Trainee Financial Planners.

About the Role

As the Academy Manager, you will lead and manage the structured training program for aspiring financial planners, ensuring they gain the necessary skills, knowledge, and qualifications to become successful in the field.

Key Responsibilities:
  1. Program Development & Management: Design and continuously improve a structured training curriculum covering both technical and soft skills, ensuring alignment with industry regulations and best practices.
  2. Trainee Management & Mentorship: Oversee onboarding, provide ongoing support and mentorship, and monitor progress to ensure trainees meet their milestones.
  3. Compliance & Qualification Management: Ensure that trainees meet professional standards and are on track for necessary certifications.
  4. Performance & Reporting: Monitor and report on program effectiveness using key performance metrics.
  5. Recruitment & Expansion: Support recruitment efforts and expand the academy as needed to accommodate the growing demand for financial planners.
Requirements:
  1. Minimum of 5 years of experience in financial planning, wealth management, or financial services.
  2. Proven experience in training, mentoring, or managing financial planners or similar professionals.
  3. Strong understanding of financial regulations, compliance, and industry qualifications.
  4. A passion for developing and nurturing talent.
What's on Offer:
  1. Basic salary up to £70,000 + bonus and company benefits.
  2. Professional development and career growth opportunities.
  3. The chance to shape the future generation of financial planners.

If you are a driven individual with a strong background in financial planning and a desire to make an impact by developing future financial professionals, we want to hear from you.



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