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- Tasks: Design and deliver engaging training programmes for advisers and paraplanners.
- Company: Leading wealth management firm focused on professional growth.
- Benefits: Competitive salary and the flexibility of home-based work.
- Why this job: Shape the future of financial advice and elevate adviser capabilities.
- Qualifications: Chartered Financial Planner status and experience in training or coaching.
- Other info: Opportunity to work closely with senior leadership and drive continuous improvement.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a leading wealth management firm who are seeking an experienced Training & Development Consultant to support the ongoing professional growth of their advisers and paraplanners.
As a Training & Development Consultant, you will play a pivotal role in shaping and delivering a first‑class learning experience across the business. You’ll design, develop and deliver technical, regulatory and skills‑based training programmes that elevate adviser capability, ensure regulatory excellence and strengthen their culture of continuous professional development.
Role & Responsibilities:
- Design and deliver engaging training programmes covering advice skills, technical knowledge, product areas and regulatory requirements.
- Coach advisers and paraplanners to support exam preparation, competency sign‑off and ongoing CPD achievements.
- Work closely with senior leadership, compliance and operations to identify training needs and implement tailored learning pathways.
- Lead workshops, webinars and blended learning programmes across the national adviser population.
- Support new adviser onboarding and development through structured induction and competency‑based assessments.
- Maintain a deep understanding of industry developments, FCA expectations and best practice in financial advice.
- Continuously evaluate the effectiveness of training interventions and recommend improvements.
Do you have the following to apply?
- Chartered Financial Planner status
- In‑depth understanding of UK financial planning, regulatory requirements, and advice standards.
- Experience in adviser development, training, coaching or competency frameworks within an IFA or wealth management environment.
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
Training And Development Consultant in Bradford employer: Clayton Davies
Contact Detail:
Clayton Davies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Training And Development Consultant in Bradford
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about job openings that might not even be advertised.
✨Tip Number 2
Show off your skills! Create a portfolio or a presentation that highlights your training programmes and coaching successes. When you get the chance to chat with potential employers, this will help you stand out and demonstrate your expertise.
✨Tip Number 3
Prepare for interviews by researching the company’s training culture and recent developments in the financial advice sector. Tailor your responses to show how your experience aligns with their needs and how you can contribute to their ongoing professional growth.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that could be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Training And Development Consultant in Bradford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Training and Development Consultant role. Highlight your experience in designing and delivering training programmes, as well as any coaching or mentoring you've done. We want to see how you can elevate 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 wealth management sector. Share specific examples of how you've supported professional growth in the past – we love a good story!
Showcase Your Industry Knowledge: Demonstrate your understanding of UK financial planning and regulatory requirements in your application. Mention any relevant qualifications, like your Chartered Financial Planner status, and keep up with industry developments to show you're on the ball!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Clayton Davies
✨Know Your Stuff
Make sure you have a solid grasp of the UK financial planning landscape, including regulatory requirements and advice standards. Brush up on recent industry developments so you can confidently discuss how they impact training and development.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've designed and delivered training programmes. Highlight any successes in coaching advisers or paraplanners, and be ready to discuss how you evaluated the effectiveness of your training interventions.
✨Engage with the Interviewers
During the interview, don’t just answer questions—engage with your interviewers. Ask them about their current training challenges and share your thoughts on potential solutions. This shows that you’re proactive and genuinely interested in their needs.
✨Tailor Your Approach
Understand the company’s culture and values, and tailor your responses to align with them. If they emphasise continuous professional development, share how you’ve fostered that in previous roles and how you plan to do it for their advisers.