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- Tasks: Support and develop Financial Planners to enhance their skills and advice quality.
- Company: Dynamic financial services firm focused on growth and development.
- Benefits: Competitive pension, private medical insurance, 26 days holiday, and flexible working.
- Why this job: Make a real impact by coaching and uplifting Financial Planners in a vibrant environment.
- Qualifications: Experience in financial planning and strong coaching skills required.
- Other info: Mobile role with opportunities for career growth and engaging projects.
The predicted salary is between 36000 - 60000 £ per year.
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.
About the role
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. Your base will be our London office, but this is a mobile role, and you’ll travel to our regional offices every week. Being on-site keeps you close to day‑to‑day operations, giving you the insight you need to conduct meaningful 1‑to‑1s with our financial advisers and understand how best to support and uplift performance across Atomos. You’ll provide clear, constructive feedback and work closely with the Head of Advice to drive continuous improvement.
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.
Skills and Experience
- 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.
Benefits
- 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.
Training and Competence Manager - Financial Advice - East Midlands in Nottingham employer: Atomos Investments Limited
Contact Detail:
Atomos Investments Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Training and Competence Manager - Financial Advice - East Midlands in Nottingham
✨Tip Number 1
Network like a pro! Get out there and connect with Financial Planners in your area. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. Building relationships is key to landing that role!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, share your insights on financial planning and how you can help improve advice quality. This will demonstrate your value and make you stand out from the crowd.
✨Tip Number 3
Be visible and proactive! If you’re applying for a mobile role, show that you’re ready to hit the ground running. Mention your willingness to travel and how you plan to engage with teams across different offices to support their development.
✨Tip Number 4
Don’t forget to follow up! After interviews or networking events, send a quick thank-you note or message. It keeps you fresh in their minds and shows your enthusiasm for the role. Plus, it’s a great way to reinforce those connections!
We think you need these skills to ace Training and Competence Manager - Financial Advice - East Midlands in Nottingham
Some tips for your application 🫡
Show Your Experience: Make sure to highlight your experience with Financial Planners in your application. We want to see how you've delivered advice or supported others in the field, so share specific examples that showcase your skills and knowledge.
Be Personable: Since this role is all about people, let your personality shine through in your written application. Use clear communication and a friendly tone to convey your enthusiasm for building relationships and supporting Financial Planners.
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to reflect the key responsibilities and skills mentioned in the job description. We love seeing candidates who take the time to connect their experience with what we’re looking for.
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 at StudySmarter!
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 your experience with Financial Planners and what great advice looks like. This will show that you understand the role and can relate to the advisers you'll be supporting.
✨Show Off Your Coaching Skills
Prepare examples of how you've successfully coached or supervised others in the past. Think about specific situations where you challenged someone constructively and helped them improve. This will demonstrate your ability to enhance adviser capability, which is key for this role.
✨Be Ready to Discuss Training Programmes
Since you'll be delivering training, come prepared with ideas for programmes that could benefit the team. Think about how you would assess their needs and drive measurable improvements. This shows initiative and a proactive approach to development.
✨Build Relationships on the Spot
As this role involves being visible across multiple offices, think about how you can quickly build rapport with the interviewers. Practice your communication skills and be ready to discuss how you would engage with Financial Planners to support them effectively.
