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For Companies At a Glance
- Tasks: Drive development and enhance competence across multiple offices while coaching Financial Planners.
- Company: Join Atomos, a dynamic company focused on delivering outstanding financial advice.
- Benefits: Enjoy private medical insurance, life assurance, and a flexible work-from-anywhere policy.
- Why this job: Make a real impact by improving advice quality and supporting new joiners in their development.
- Qualifications: Experience in financial planning and strong coaching skills are essential.
- Other info: Weekly travel to regional offices keeps the role exciting and engaging.
The predicted salary is between 43200 - 72000 £ per year.
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. 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.
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.
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 & Competence Manager - London employer: atomos wealth
Contact Detail:
atomos wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Training & Competence Manager - 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 on LinkedIn. The more connections you make, 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 or colleagues, be ready to discuss your experience and how it relates to the role. Use real examples to demonstrate your competence and how you can enhance advice quality.
✨Tip Number 3
Be proactive! If you see a job that interests you, don’t just wait for the application process to open. Reach out directly to the hiring manager or team. Express your enthusiasm and ask about upcoming opportunities – it shows initiative!
✨Tip Number 4
Utilise our website! We’ve got loads of resources and tips to help you prepare for interviews and showcase your skills effectively. Make sure to check it out and apply through us to increase your chances of getting noticed!
We think you need these skills to ace Senior Training & Competence Manager - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Senior Training & Development Manager. Highlight your experience in coaching and developing teams, as well as any relevant qualifications. We want to see how you can enhance adviser capability!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about training and development in the financial sector. Share specific examples of how you've improved advice quality or delivered impactful training in the past.
Showcase Your Travel Flexibility: Since this role involves weekly travel to regional offices, make sure to mention your willingness and ability to be on the move. We love candidates who are ready to engage with teams across different locations!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at atomos wealth
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specific processes involved. Being able to discuss your experience and how it relates to the role will show that you're not just a good fit, but that you understand the nuances of the industry.
✨Showcase Your Coaching Skills
Since the role involves coaching and supervising Financial Planners, prepare examples of how you've successfully developed others in the past. Think about specific situations where your feedback led to measurable improvements in performance.
✨Be Ready to Travel
With the expectation of weekly travel to regional offices, be prepared to discuss your flexibility and enthusiasm for being on the move. Share any previous experiences where you thrived in a mobile role and how you managed your time effectively.
✨Data-Driven Insights
Familiarise yourself with key performance indicators and how they can inform training needs. Be ready to discuss how you've used data in the past to identify trends and opportunities for development, as this will demonstrate your analytical skills and strategic thinking.
