At a Glance
- Tasks: Coach and support Financial Planners to enhance their skills and advice quality.
- Company: Dynamic financial planning firm focused on development and collaboration.
- Benefits: Competitive pension, private medical insurance, and flexible working options.
- Other info: Mobile role with opportunities for personal growth and career advancement.
- Why this job: Make a real impact by helping others deliver outstanding financial advice.
- Qualifications: Experience in financial planning and strong coaching abilities required.
The predicted salary is between 50000 - 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.
- Up-to-date regulatory and legislative knowledge.
Benefits
- 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.
Department Advice
Locations Nottingham
Remote status Hybrid
Training and Competence Manager - Financial Planning - East Midlands in Nottingham employer: Atomos
At Atomos, we pride ourselves on being an exceptional employer, particularly for the role of Training and Competence Manager in the East Midlands. Our vibrant work culture fosters collaboration and continuous improvement, providing ample opportunities for professional growth while ensuring our employees feel supported and valued. With a competitive benefits package, including a generous pension scheme and private medical insurance, alongside a flexible working environment, we empower our team to thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Training and Competence Manager - Financial Planning - East Midlands in Nottingham
✨Tip Number 1
Get out there and network! Attend industry events, workshops, or even casual meet-ups. Building relationships with Financial Planners can give you insights into what they need and how you can support them.
✨Tip Number 2
Don’t underestimate the power of a good follow-up. After meeting someone, drop them a quick message to say it was great to connect. This keeps you on their radar and shows you’re genuinely interested in collaborating.
✨Tip Number 3
Be proactive in seeking feedback. Whether it’s from your peers or mentors, asking for constructive criticism can help you refine your approach and demonstrate your commitment to continuous improvement.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are keen to join us directly.
We think you need these skills to ace Training and Competence Manager - Financial Planning - East Midlands in Nottingham
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 the role by aligning your skills and experiences with the job description. We’re looking for someone who can support and uplift our Financial Planners, so make that connection clear.
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 don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Atomos
✨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. This isn't just about theory; show them you know what great advice looks like in action.
✨Show Off Your Coaching Skills
Since this role involves coaching and developing others, think of examples where you've successfully supported or challenged someone in their professional growth. Prepare to share specific instances that highlight your ability to enhance competence and improve advice quality.
✨Be Ready to Build Relationships
This job is all about people, so come prepared to talk about how you build trust and rapport quickly. Think of ways you've engaged with teams or individuals in the past and how you can apply those skills to support Financial Planners effectively.
✨Data-Driven Insights Matter
Familiarise yourself with key performance indicators and how they can inform training needs. Be ready to discuss how you've used data in previous roles to identify trends or opportunities for development, as this will show your analytical side and commitment to continuous improvement.
