Training and Development Manager

We are currently recruiting for a Wealth Management company in Whiteley, Hampshire who are looking to recruit a Training and Development Manager who will be responsible for the Adviser Academy Programme and managing the broader training needs across the business.

They are seeking an experienced Training and Development Manager to lead the design, implementation, and management of our Adviser Academy Programme, as well as oversee all training and development needs across the advisory team. This 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.

• 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).

• 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.

• 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.

• 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.