At a Glance
- Tasks: Coach and develop financial advisers to ensure compliance and enhance their skills.
- Company: Join a fast-growing Wealth Management Firm in the UK.
- Benefits: Competitive salary, annual bonus, flexible benefits, and 25 days leave plus your birthday off.
- Other info: Home-based role with travel for coaching and team meetings.
- Why this job: Make a real impact by developing others and driving high standards in a leading firm.
- Qualifications: Diploma qualified with experience in financial services and adviser development.
The predicted salary is between 50000 - 60000 £ per year.
We are seeking an experienced and motivated Training & Development Manager to join one of the fastest growing Wealth Management Firms in the UK. Reporting to the Senior Training & Development Manager, you will play a pivotal role in supporting the competence, development, and ongoing success of their UK Wealth Adviser footprint. This is an excellent opportunity for an individual with strong regulatory knowledge, a passion for coaching, and a commitment to developing adviser capability. You will work closely with advisers, leadership teams, and Business Quality colleagues to ensure advisers achieve and maintain competence in line with regulatory requirements, internal standards, and Training & Development framework.
The role is predominantly home-based with regular travel required to attend team meetings and provide face-to-face coaching and support where appropriate.
What You'll Be Doing
- Deliver compliance-led supervision and coaching to advisers via Microsoft Teams and in person where required.
- Coach, mentor, and support trainee advisers and those working towards competent adviser status.
- Help advisers develop their technical knowledge, professional behaviours, and performance.
- Monitor adviser conduct and adherence to company policies, providing regular feedback and progression updates.
Competence Assessment
- Assess adviser capability and performance through structured Training Needs Analysis (TNA).
- Maintain robust records demonstrating adviser competence in line with regulatory and business requirements.
- Ensure advisers meet all statutory and regulatory training obligations.
Training & Development
- Identify learning and development needs in partnership with the Business Quality team.
- Design and manage tailored development plans that support continuous improvement.
- Contribute to the creation and delivery of engaging training programmes aligned to business and individual needs.
- Support consistency meetings to ensure a high standard of supervision and competence assessment across the business.
Reporting & Governance
- Maintain accurate Management Information (MI) relating to all training, coaching, and supervision activity.
- Ensure records remain audit-ready and compliant with internal governance and regulatory expectations.
Collaboration & Continuous Improvement
- Build strong relationships with regional teams, Business Quality, and wider leadership to promote best practice.
- Contribute to business improvement initiatives and support ad hoc projects as required.
About You
We're looking for someone who combines strong technical knowledge with excellent coaching and relationship-building skills.
Essential Experience & Qualifications
- Diploma qualified (or equivalent) in line with regulatory requirements.
- Demonstrable experience within the financial services industry.
- Strong understanding of the UK regulatory framework, adviser competence requirements, and compliance standards.
- Experience supervising, coaching, mentoring, or developing financial advisers is highly desirable.
Skills & Attributes
- Excellent communication and stakeholder management skills.
- Ability to build trusted relationships across all levels of the business.
- Highly organised with the ability to manage multiple priorities.
- Resilient, adaptable, and comfortable working in a fast-paced environment.
- Strong attention to detail and commitment to maintaining regulatory standards.
Values
We're looking for someone who:
- Leads by example and demonstrates professionalism and integrity.
- Is passionate about developing others and improving performance.
- Takes ownership and works collaboratively to achieve the best outcomes.
- Is committed to maintaining the highest standards of competence, compliance, and customer outcomes.
The Offer
- Competitive salary
- Annual bonus scheme
- Company pension
- 25 days annual leave, plus your birthday off
- Opportunity to purchase additional annual leave
- Enhanced family-friendly policies
- Flexible benefits package
- Ongoing professional development and career progression opportunities
If you're passionate about developing people, driving high standards, and making a real impact within a leading wealth business, we'd love to hear from you.
Training & Development Manager - Wealth Adviser Specialist in Exeter employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
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We think this is how you could land Training & Development Manager - Wealth Adviser Specialist in Exeter
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