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- Tasks: Coach and support Financial Planners to enhance their skills and advice quality.
- Company: Dynamic financial services firm focused on development and collaboration.
- Benefits: Private medical insurance, life assurance, income protection, and flexible working options.
- Why this job: Make a real impact by helping others deliver outstanding financial advice.
- Qualifications: Experience in financial planning and strong coaching abilities required.
- Other info: Mobile role with weekly travel to regional offices for hands-on support.
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.
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 East Midlands 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.
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 - East Midlands employer: atomos wealth
Contact Detail:
atomos wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Training & Competence Manager - East Midlands
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even grab a coffee with someone who’s already in the role you want. Building relationships can open doors that a CV just can’t.
✨Tip Number 2
Show your face! Since this role is all about being visible, make sure to visit offices and engage with Financial Planners. The more they see you, the more they’ll trust you, and that’s key when it comes to supporting their development.
✨Tip Number 3
Be prepared to demonstrate your skills! When you get the chance for an interview or a meeting, be ready to share real-life examples of how you’ve improved advice quality or coached others. It’s all about showing what great looks like in practice.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand.
We think you need these skills to ace Senior Training & Competence Manager - East Midlands
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 understanding of what great looks like.
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’re looking for someone who can build relationships easily, so don’t be afraid to show us your energy and enthusiasm.
Tailor Your Application: Take the time to tailor your application to the job description. Mention how your skills align with our needs, especially around coaching and developing advisers. We love seeing candidates who take the extra step 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 us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at atomos wealth
✨Know Your Financial Planning Stuff
Make sure you brush up on your practical knowledge of financial planning. Be ready to discuss your past experiences and how they relate to the role. Show them you understand what great advice looks like and how you can help others achieve it.
✨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 develop adviser capability effectively.
✨Be Ready to Build Relationships
Since this role is all about people, think about how you can quickly build trust with Financial Planners. Prepare to share your strategies for relationship-building and how you plan to be visible across the business while travelling to different offices.
✨Use Data to Your Advantage
Familiarise yourself with key performance indicators and metrics relevant to the role. Be prepared to discuss how you would use data to identify trends and opportunities for development. This shows you're not just about soft skills but also understand the importance of data-driven insights.
