At a Glance
- Tasks: Lead training and development for our PSS team, shaping their skills and performance.
- Company: Join AAG Wealth Management, a growing firm with a focus on people development.
- Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for personal growth.
- Other info: Be part of a dynamic team with genuine autonomy to shape training culture.
- Why this job: Make a real impact on careers while influencing standards and driving capability.
- Qualifications: 3+ years in training, strong paraplanning knowledge, and excellent communication skills.
The predicted salary is between 50000 - 60000 £ per year.
Location: Hybrid – 3 days in our Lombard Street, London office
Hours: Full-time
The Opportunity
You’ll take ownership of training and development across AAG Wealth Management, shaping how our people learn, grow, and perform as the business continues to scale. You’ll design and deliver high-quality training programmes that build technical capability, confidence, and consistency across our PSS team – using your paraplanning experience to embed real-world best practice, strong standards, and regulatory excellence. Working closely with the Senior Operations & Technology Manager, Head of People & Operations, and wider leadership team, you’ll influence how new processes, systems, and regulatory changes are implemented and adopted across the business. You’ll be joining AAG at a pivotal stage of growth, with genuine autonomy to shape our training framework, materials, and culture of development. This is a role with real visibility, real responsibility, and the opportunity to make a lasting impact on both individual careers and the wider success of the firm. This is about influencing standards, driving capability, and making a visible impact on how our people perform and progress.
What You’ll Be Responsible For
- Lead the training, development, and competency of all PSS staff.
- Maintain, review, and quality-check the PSS Skills Matrix to identify training needs and upskilling opportunities.
- Apply paraplanning knowledge to review PSS work for technical accuracy, learning, and progression.
- Design, deliver, and coordinate onboarding and structured training programs for new starters.
- Develop, maintain, and deliver AAG training materials, processes, and procedural frameworks.
- Collaborate with the Senior Operations & Technology Manager on new processes and systems, including training creation, delivery, and post‑implementation checks.
- Liaise with SJP to implement new training materials and identify efficiencies and development opportunities.
- Support all PSS towards SJP accreditation and ensure compliance with Consumer Duty training requirements.
- Communicate updates from Partners, PSS, and Salesforce; deliver training at company meetings and weekly forums.
- Identify performance or competency issues, supporting improvement plans through coaching and development.
- Monitor Quality of Documentation (QOD), follow up on cases.
- Provide additional operational support as requested by the Head of People & Operations.
What We’re Looking For
This role is ideal for someone passionate about training and developing people, with a strong desire to motivate, inspire, and enable others to reach their full potential.
- 3+ years’ experience in training and development, including designing and delivering programs for individuals and teams.
- Excellent paraplanning knowledge with the ability to review and quality‑check technical work.
- Ability to assess competencies and identify training/upskilling needs.
- Experience in onboarding and structured training program delivery.
- Proficiency in developing and maintaining training materials, processes, and procedural frameworks.
- Strong collaboration skills to work with managers, team members, and external stakeholders (e.g., SJP).
- Ability to communicate effectively, including delivering updates and training sessions.
- Competence in monitoring performance and supporting improvement plans.
- Awareness of regulatory requirements and ability to implement related training.
- Familiarity with Salesforce or similar CRM systems for training and reporting purposes.
- Previous exposure to practice management systems and process rollouts.
- Coaching and mentoring experience, particularly in a financial service or paraplanning environment.
- Ability to identify operational efficiencies and proactively implement improvements.
- Confidence in presenting at company meetings and forums.
- Flexibility to provide additional operational support as needed.
Paraplanner / Training Manager employer: AAG Wealth Management
AAG Wealth Management is an exceptional employer that prioritises the growth and development of its employees, offering a hybrid work model in the heart of London. With a strong focus on training and development, you will have the autonomy to shape impactful training programmes while collaborating with a supportive leadership team. The company fosters a culture of continuous learning and provides ample opportunities for career progression, making it an ideal place for those passionate about empowering others and driving excellence in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner / Training Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like AAG Wealth Management. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner / Training Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to AAG Wealth Management.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on AAG Wealth Management's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at AAG Wealth Management
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with AAG Wealth Management.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at AAG Wealth Management will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former AAG Wealth Management employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
