Training and Development Manager

3 days ago

Whiteley, Hampshire, United Kingdom Blakemore Recruitment Full time

We are seeking a highly skilled Training and Development Manager to lead our Adviser Academy Programme and oversee all training and development needs across our advisory team.

Key Responsibilities:

  • Design and lead the Adviser Academy Programme, ensuring a comprehensive learning journey from new entrants through to fully qualified financial advisers.
  • Develop tailored training modules that cover technical skills, compliance, client relationship management, and soft skills.
  • Coordinate the onboarding and training of all new advisers, ensuring alignment with business goals and industry standards.
  • Monitor and assess the progress of Academy participants, providing regular feedback, performance assessments, and development plans.
  • Liaise with external training providers and accreditation bodies to ensure all participants achieve necessary qualifications.

Broad Training and Development Responsibilities:

  • Conduct a thorough assessment of training needs across our adviser population.
  • Design and implement training programs to address identified needs, including technical training, leadership development, compliance, and personal development.
  • Manage and deliver internal training sessions, workshops, and webinars on key areas such as sales techniques, financial planning regulations, client management, and soft skills development.
  • Oversee the Continuing Professional Development (CPD) process, ensuring all advisers and staff remain compliant with industry standards and regulations.
  • Evaluate and measure the effectiveness of training programs through feedback, performance metrics, and post-training assessments.

Stakeholder Management:

  • Collaborate with senior management, department heads, and team leaders to identify ongoing and future training needs that align with the firm's strategic goals.
  • Act as a key point of contact for all training-related inquiries and initiatives, ensuring a clear communication channel between trainers, advisers, and the wider business.
  • Partner with external training providers and professional bodies to ensure up-to-date and industry-relevant content.

Continuous Improvement:

  • Keep abreast of industry trends, regulatory changes, and best practices to ensure the firm's training initiatives remain competitive and compliant.
  • Regularly review and update training materials and methods to ensure they meet the evolving needs of the business and the financial planning industry.
  • Use data and feedback to continuously improve training programs and drive adviser and staff development.

About Blakemore Recruitment:

We are a leading recruitment agency specializing in financial services and wealth management. Our team of experts has extensive knowledge of the industry and a proven track record of delivering high-quality candidates to our clients.

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