Advice operations training lead

Advice Operations Training Lead

Hybrid working, Swanley

£40,000 – £50,000

This role is best suited for experienced training professionals with a strong background in financial services operations. If you’re passionate about making a tangible impact on how teams learn, perform, and evolve—and you’re confident facilitating change through training—this opportunity is ideal for you. You’ll play a key part in shaping the operational excellence of a growing national advice firm, with real scope to influence process, technology adoption, and acquisition integration.

The Business

This is a well-funded, fast-growing advice and wealth management group backed by a specialist investor. The business is on a mission to modernise and scale high-quality financial planning using market-leading technology, streamlined processes, and exceptional client service. With multiple acquisitions already completed, they’re building a national brand that values collaboration, innovation, and people.

You’ll be joining at a pivotal moment—early enough to influence key structures but secure in a company with serious long-term backing.

The Role

Your day will revolve around empowering others. You’ll design and deliver training that makes complex processes simple, supports operational integration for new teams, and enhances everyday efficiency for existing staff. From onboarding new joiners post-acquisition, to running tailored workshops on SOPs or new systems, your work will directly impact how well the business runs.

You’ll collaborate closely with subject matter experts and operations leaders, constantly evaluating training outcomes and improving content. Your ability to translate technical processes into engaging learning will be invaluable. Whether it’s hosting team sessions, coaching individuals, or working alongside tech rollout teams—you’ll be a go-to person for knowledge, clarity, and operational consistency.

Benefits

• Competitive salary
• 30% remote working
• Significant travel flexibility (mostly within the UK)
• Opportunity to build and own a function during a period of high growth
• Modern tech stack and well-resourced L&D focus
• Employer pension
• Supportive, inclusive team culture
• Involvement in acquisition onboarding and integration

Requirements

• 3+ years of experience in operations, training, coaching, or process improvement roles, in a Financial Services setting

Application

If this sounds of interest, please click the apply button and we will get in contact asap!