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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 advisers deliver outstanding financial advice.
- Qualifications: Experience in financial planning and strong coaching abilities required.
- Other info: Mobile role with weekly travel, offering diverse tasks and career growth.
The predicted salary is between 55000 - 65000 £ 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 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.
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 & Competence Manager - London employer: atomos wealth
Contact Detail:
atomos wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Training & Competence Manager - London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to Financial Planners for a chat. Building relationships can open doors you didn’t even know existed!
✨Tip Number 2
Show your face! Since this role is all about being visible, make sure you’re regularly visiting offices and engaging with the team. The more they see you, the more they’ll trust you. Plus, it gives you a chance to understand their needs better and tailor your support accordingly.
✨Tip Number 3
Be proactive in seeking feedback. After your training sessions or one-on-ones, ask for input on how you can improve. This not only shows you care about their development but also helps you refine your approach to meet their needs effectively.
✨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 genuinely interested in joining our team and contributing to our mission of delivering high-quality advice.
We think you need these skills to ace Training & Competence Manager - London
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 showcase 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 your CV and cover letter to match the role. Mention how your skills align with our focus on enhancing competence and improving advice quality. We love seeing candidates who take the time to connect their experience with our needs.
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 to join 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 experiences and how they relate to the role. Think about specific examples where you've delivered advice or worked closely with Financial Planners, as this will show you understand what great looks like.
✨Show Your Coaching Skills
Since this role is all about supporting and challenging others, be prepared to talk about your coaching style. Share examples of how you've helped others grow in their roles, and be ready to discuss how you would approach training and development for Financial Planners.
✨Be Ready to Build Relationships
This job involves a lot of interaction with people, so demonstrate your ability to build trust quickly. Think of ways you've successfully built relationships in the past, especially in a professional setting, and be ready to share those stories during the interview.
✨Use Data to Your Advantage
Familiarise yourself with key performance indicators and metrics relevant to the role. Be prepared to discuss how you've used data in the past to identify trends or opportunities for improvement. This will show that you can think strategically and make informed decisions.