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- Tasks: Design and lead a top-notch training framework for Advisers in a fast-growing wealth management firm.
- Company: Join a dynamic, PE-backed wealth management firm on an exciting growth journey.
- Benefits: Competitive salary, career development opportunities, and a chance to shape the future of Advisers.
- Why this job: Make a real impact by transforming Advisers into growth-focused professionals.
- Qualifications: Experience in Adviser training and a strong understanding of qualification pathways.
- Other info: Be part of a collaborative environment with significant influence and career progression.
The predicted salary is between 36000 - 60000 £ per year.
IDEX are partnered with a fast-growing, PE-backed wealth management firm expanding rapidly through acquisition. As they scale, they're investing heavily in the development, performance and long-term success of their Advisers.
Our client are now seeking a Head of Learning & Development/Adviser Training to design, lead and embed a best-in-class Adviser training framework across the business. This is a highly influential role, shaping the Adviser journey from entry-level through to Chartered Planner, while helping Advisers transition from service-led client books to sustainable, growth-focused practices.
Key Responsibilities- Design and own the end-to-end Adviser training strategy across the firm
- Build structured Adviser training pathways, including New entrant/Trainee Advisers, Level 4 qualified Advisers and Chartered Financial Planners
- Define the training journey, competencies and milestones at each career stage
- Develop scalable training modules covering technical capability, regulatory standards, client outcomes and commercial skills and business development
- Support Advisers inheriting established client banks to deliver excellent ongoing service, develop a growth and "hunter" mindset and build sustainable, profitable client portfolios
- Work closely with senior stakeholders, Hub leaders and Advisers across the network
- Ensure training is consistent, measurable and aligned with business objectives
- Use MI to track progress, effectiveness and Adviser outcomes
- Proven experience in Adviser training, L&D or capability development within wealth management, IFA or professional services
- Strong understanding of Adviser qualification pathways (entry-level to Chartered), FCA expectations and regulatory standards and adviser productivity, client segmentation and growth strategies
- Commercially minded, with the ability to shift advisers from purely service-driven to growth-oriented
- Credible senior leader, comfortable influencing experienced Advisers and stakeholders
Head of Adviser Training in London employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Adviser Training in London
✨Tip Number 1
Network like a pro! Reach out to industry contacts and attend events related to wealth management. The more people you know, the better your chances of landing that Head of Adviser Training role.
✨Tip Number 2
Showcase your expertise! Prepare a presentation or portfolio that highlights your experience in designing training frameworks. This will help you stand out during interviews and demonstrate your capability.
✨Tip Number 3
Be proactive! Don’t just wait for job openings; reach out to firms directly. Express your interest in their training initiatives and how you can contribute to their growth. We love seeing candidates take the initiative!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate individuals ready to shape the future of Adviser training.
We think you need these skills to ace Head of Adviser Training in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Head of Adviser Training. Highlight your experience in L&D and adviser training, and don’t forget to mention any specific achievements that align with the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about developing advisers and how your background makes you the perfect fit for this influential role. Keep it engaging and relevant!
Showcase Your Understanding of the Industry: Demonstrate your knowledge of the wealth management sector and adviser qualification pathways. Mention any insights you have on shifting advisers from service-led to growth-focused practices – we love a candidate who knows their stuff!
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 keep track of your application and ensure it gets the attention it deserves!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you’re well-versed in the specifics of adviser training and development. Brush up on the qualification pathways and regulatory standards that are crucial for this role. Being able to discuss these topics confidently will show that you’re not just familiar, but genuinely knowledgeable.
✨Showcase Your Strategy Skills
Prepare to discuss how you would design and implement a comprehensive training framework. Think about structured pathways for different adviser levels and be ready to share your ideas on how to measure success. This is your chance to demonstrate your strategic thinking and how it aligns with the firm’s growth objectives.
✨Be a People Person
This role involves influencing and working closely with senior stakeholders and advisers. Practice articulating your approach to building relationships and fostering a growth mindset among advisers. Share examples from your past experiences where you’ve successfully led teams or influenced change.
✨Data-Driven Mindset
Familiarise yourself with how to use management information (MI) to track training effectiveness and adviser outcomes. Be prepared to discuss how you would leverage data to refine training programmes and ensure they align with business goals. Showing that you can think analytically will set you apart.
