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- Tasks: Design and deliver engaging training programmes for financial 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 while enhancing your coaching skills.
- Qualifications: Chartered Financial Planner status and experience in adviser development.
- Other info: Opportunity to work with senior leadership and make a real impact.
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 Sheffield 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 Sheffield
✨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 don’t forget to ask insightful questions!
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications and updates.
We think you need these skills to ace Training And Development Consultant in Sheffield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Training and Development Consultant. Highlight your experience in designing and delivering training programmes, and don’t forget to mention your Chartered Financial Planner status!
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 advisers and paraplanners in their professional growth.
Showcase Your Skills: In your application, be sure to showcase your skills in coaching and competency frameworks. Mention any workshops or webinars you've led, as this will demonstrate your hands-on experience and ability to engage learners.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Clayton Davies
✨Know Your Stuff
Make sure you brush up on your knowledge of UK financial planning and regulatory requirements. Familiarise yourself with the latest industry developments and FCA expectations, as this will show that you're not just a candidate, but a knowledgeable professional ready to contribute.
✨Showcase Your Training Skills
Prepare examples of training programmes you've designed or delivered in the past. Be ready to discuss how you engaged participants and evaluated the effectiveness of your training. This will demonstrate your ability to create impactful learning experiences.
✨Connect with the Company Culture
Research the company’s culture and values. Think about how your approach to training and development aligns with their goals. During the interview, share how you can contribute to their culture of continuous professional development.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about their current training initiatives or how they measure the success of their training programmes. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.