Training and Development Specialist

1 week ago


Whiteley, Hampshire, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a wealth management company in the UK who are looking to recruit an experienced Training and Development Manager. The successful candidate will be responsible for leading the design, implementation, and management of our Adviser Academy Programme, as well as overseeing all training and development needs across the advisory team.

The role is critical to ensuring that our aspiring advisers are equipped with the skills, knowledge, and qualifications necessary to deliver exceptional financial planning services and drive business growth. We estimate the salary to be around £50,000 - £60,000 per annum.

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 (diploma-level certifications, CF 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.


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