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- Tasks: Coach and develop Financial Planners to enhance their skills and advice quality.
- Company: Dynamic financial services firm with a focus on people development.
- Benefits: Competitive pension, private medical insurance, 26 days holiday, and flexible working options.
- Why this job: Make a real impact by supporting Financial Planners and driving their success.
- Qualifications: Experience in financial planning and strong coaching skills required.
- Other info: Exciting travel opportunities to regional offices and a vibrant work culture.
The predicted salary is between 36000 - 60000 £ per year.
You understand Financial Planning - not in theory, but in practice. You've delivered advice or worked closely with Financial Planners, and you know what great looks like. You bring good energy, clear communication, and the confidence to challenge when it matters.
This role is about people: supporting them, stretching them, and helping them deliver consistently high-quality advice. You'll be out in offices every week, building relationships and getting to know our Financial Planners so you can help them perform at their best.
As a Senior Training & Development Manager, you'll drive development across multiple offices. Your work will focus on enhancing competence, improving advice quality, and ensuring our Front Office teams have the skills and confidence to deliver outstanding outcomes. You'll provide clear and constructive feedback, and work closely with the Head of Advice to support continuous improvement.
Your base is our London office, but you'll be on the move, and you'll be expected to be travelling to our regional offices every week. Being on-site means you'll be connected to day-to-day operations, giving you a real insight into how to support and uplift performance at Atomos.
Accountabilities- Develop Adviser Capability: Coach, supervise, and challenge Financial Planners to help them grow, capturing clear and accurate supervisory records.
- Enhance Advice Quality: Use your Financial Planning experience to assess suitability, improve advice delivery, and embed consistent quality standards.
- Deliver Insightful Training: Plan and deliver training programmes that respond to needs and drive measurable improvements.
- Be Visible Across the Business: Operate as a mobile team member, travelling to offices to build relationships and understand how to support Financial Planners on the ground.
- Use Data Intelligently: Analyse KPIs, Key Risk Indicators, and MI to identify risks, trends, and opportunities for targeted development.
- Support New Joiners: Lead onboarding and early development for new Financial Planners and Portfolio Managers.
- Influence Through Collaboration: Work closely with Heads of Office, T&C, Advice Quality, Paraplanning, and Compliance to support Adviser development.
- Experience as a Financial Planner or strong, practical knowledge of financial planning processes.
- Proven ability to supervise, coach, and challenge advisers constructively.
- L4 Diploma qualified - JO7 or similar supervisory qualification is a bonus.
- Strong understanding of products, services, and the wider advice landscape.
- Comfortable with weekly travel to regional offices.
- High energy, strong communication skills, and the ability to build trust quickly.
- Up‐to‐date regulatory and legislative knowledge.
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Senior Training and Development Manager - Advice - London Advice · London · employer: Atomos Investments Limited
Contact Detail:
Atomos Investments Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Training and Development Manager - Advice - London Advice · London ·
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to Financial Planners on LinkedIn. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Show your passion for training and development! When you meet potential employers, share your ideas on how to enhance adviser capability and improve advice quality. This will demonstrate your commitment and vision for the role.
✨Tip Number 3
Be prepared to discuss real-life scenarios. Employers love hearing about your hands-on experience in financial planning. Think of examples where you've successfully coached or challenged advisers, and be ready to share those stories.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of our team at Atomos. Don’t miss out on this opportunity!
We think you need these skills to ace Senior Training and Development Manager - Advice - London Advice · London ·
Some tips for your application 🫡
Show Your Experience: Make sure to highlight your practical experience in financial planning. We want to see how you've delivered advice or worked closely with Financial Planners, so share specific examples that showcase your skills and knowledge.
Be Personable: Since this role is all about people, let your personality shine through! Use clear communication and a friendly tone in your application. We love candidates who can build relationships and bring good energy to the team.
Tailor Your Application: Don’t just send a generic application. Tailor your CV and cover letter to reflect the key accountabilities and skills mentioned in the job description. Show us how you can enhance advice quality and develop adviser capability.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Atomos Investments Limited
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge before the interview. Be ready to discuss real-life scenarios where you've delivered advice or worked closely with Financial Planners. This will show that you understand the practical side of the role and can bring valuable insights.
✨Showcase Your Coaching Skills
Since this role involves coaching and developing others, prepare examples of how you've successfully supervised or challenged advisers in the past. Highlight specific instances where your feedback led to measurable improvements in performance.
✨Be Ready to Travel
As you'll be travelling to various offices, express your enthusiasm for being on the move. Share any previous experiences where you've built relationships in different locations, as this will demonstrate your adaptability and commitment to supporting Financial Planners on the ground.
✨Communicate Clearly and Confidently
Strong communication is key in this role. Practice articulating your thoughts clearly and confidently during the interview. Use examples to illustrate your points, and don't hesitate to challenge ideas constructively, as this shows you're engaged and willing to contribute positively.
