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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 and performance.
- Benefits: Competitive pension, private medical insurance, 26 days holiday, and flexible working.
- 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 and a vibrant work culture await you.
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 online forums, or even hit up LinkedIn. The more relationships you build, the better your chances of landing that dream job.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, be ready to discuss your experience and how it relates to their needs. Use real examples from your past roles to demonstrate your expertise in financial planning.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out to companies you admire and express your interest in working with them. Sometimes, creating your own opportunity is the best way to land a role.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining us. It shows initiative and enthusiasm, which can really set you apart from the crowd.
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 and what great looks like from your perspective. Use specific examples to demonstrate your skills and achievements.
Communicate Clearly: Your written application should reflect the clear communication skills we value. Keep it concise and to the point, but don’t shy away from showing your personality. We love a bit of energy in applications!
Tailor Your Application: Don’t just send a generic application. Tailor it to the role by addressing how your background aligns with our needs. Mention your understanding of the advice landscape and how you can enhance advice quality at Atomos.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Atomos Investments Limited
✨Know Your Financial Planning Inside Out
Make sure you can talk confidently about your experience in financial planning. Be ready to share specific examples of how you've delivered advice or worked closely with Financial Planners. This will show that you understand what great looks like and can bring that knowledge to the role.
✨Showcase Your Coaching Skills
Prepare to discuss your approach to coaching and supervising advisers. Think of instances where you've successfully challenged someone constructively or helped them grow. This is key for the Senior Training and Development Manager role, so highlight your ability to enhance adviser capability.
✨Demonstrate Your Training Expertise
Be ready to outline how you've planned and delivered training programmes in the past. Share measurable outcomes from your training sessions to illustrate your impact. This will help convey your ability to drive improvements in advice quality and adviser performance.
✨Build Relationships on the Spot
Since this role involves being mobile and building relationships across offices, think about how you can quickly connect with people. Prepare some questions that show your interest in their work and how you can support them. This will demonstrate your high energy and strong communication skills.
