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For Companies At a Glance
- Tasks: Coach and develop Financial Planners to enhance their skills and advice quality.
- Company: Dynamic financial services firm focused on people and performance.
- Benefits: Private medical insurance, life assurance, group income protection, and flexible working options.
- Why this job: Make a real impact by supporting and uplifting Financial Planners in their careers.
- Qualifications: Experience in financial planning and strong coaching abilities required.
- Other info: Agile work environment with opportunities for personal and professional growth.
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. You'll provide clear and constructive feedback, and work closely with the Head of Advice to support continuous improvement. Your base is our East Midlands 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 & Development 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 & Development 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 passion! When you get the chance to chat with potential employers, let your enthusiasm for financial planning shine through. Share your experiences and how you’ve helped others succeed – it’ll make you memorable!
✨Tip Number 3
Be proactive! Don’t wait for job openings to pop up. Reach out to companies you admire, like us at StudySmarter, and express your interest. Sometimes, creating your own opportunity is the best way to land that dream job.
✨Tip Number 4
Prepare for interviews by practising common questions and scenarios related to training and development. Think about how you’d coach a Financial Planner or improve advice quality. The more prepared you are, the more confident you’ll feel when it’s time to shine!
We think you need these skills to ace Senior Training & Development Manager - East Midlands
Some tips for your application 🫡
Show Your Financial Planning 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 demonstrate your understanding of what great looks like.
Communicate Clearly and Confidently: Your application should reflect your strong communication skills. Use clear language and be confident in your abilities. Remember, we value the energy you bring, so let that shine through in your writing!
Tailor Your Application: Don’t just send a generic application! Tailor it to the role by addressing the specific accountabilities and skills mentioned in the job description. Show us how your experience aligns with what we’re looking for in a Senior Training & Development Manager.
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 wealth
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge before the interview. They want someone who understands the practical side of things, so be ready to discuss your experience and how you've delivered advice in the past.
✨Show Off Your Coaching Skills
Since this role is all about supporting and developing others, think of examples where you've coached or supervised Financial Planners. Be prepared to share specific instances where your feedback made a difference.
✨Be Ready to Travel
This job involves a lot of travel to different offices, so show that you're comfortable with it. Mention any previous experiences where you've successfully managed travel while maintaining strong relationships with teams.
✨Communicate Clearly and Confidently
They’re looking for someone with strong communication skills, so practice articulating your thoughts clearly. Be confident in challenging ideas when necessary, as this shows you can engage constructively with the team.
