At a Glance
- Tasks: Lead engaging training sessions and coach new Advisers for success.
- Company: Join a forward-thinking company dedicated to improving financial advice access.
- Benefits: Enjoy 30 days holiday, private medical insurance, and flexible working options.
- Other info: Collaborative environment with opportunities for personal and professional growth.
- Why this job: Make a real impact on Advisers' careers and clients' lives.
- Qualifications: Experience in training within wealth management and a Level 4 diploma.
The predicted salary is between 40000 - 50000 € per year.
This is a unique opportunity to play a key role in shaping the success of a national adviser population-supporting individuals from day one through to confident, high-performing Advisers. You'll be at the heart of both training delivery and real-world performance, bridging the gap between classroom learning and on-the-job success. From leading engaging training sessions to coaching Advisers as they embed into the business, your impact will be visible from the very start. If you enjoy a varied role where no two days are the same-combining facilitation, coaching and continuous improvement-this is a fantastic opportunity to make a real difference.
What You'll Be Doing
- Delivering engaging training across induction, soft skills, technical advice and systems (virtually and face-to-face)
- Supporting Advisers pre- and post-induction to ensure they are confident, prepared and set up for success
- Coaching Advisers in real time-listening to calls, providing feedback and supporting development
- Acting as a key link between training and performance, identifying trends and feeding back into programme improvements
- Supporting Advisers through their transition into the business, particularly at early/pre-CAS stages
- Collaborating with learning & development and wider business teams to continuously enhance the training offering
What We're Looking For
- Strong experience delivering training within wealth management or financial planning
- Level 4 diploma (essential), with Chartered status desirable
- Experience coaching or supporting Advisers, ideally early in their careers
- Confident facilitator across both technical and soft skills training
- A proactive, supportive approach with a genuine passion for developing others
- Comfortable balancing structured delivery with hands-on, one-to-one support
Why Join
This role offers the chance to be part of a business that is genuinely focused on improving access to high-quality financial advice and making a meaningful difference to clients' lives. You'll have the autonomy to shape how Advisers develop, while being supported by a collaborative learning & development function and a wider business invested in long-term success.
Benefits
- 30 days holiday + bank holidays, with option to buy/sell up to 5 days
- Private medical insurance, life cover & health screening
- Pension contribution up to 15% matched
- Flexible cash allowance to tailor benefits (e.g. dental, gym, additional leave)
- Bonus scheme (post-probation)
- Access to financial advice
- Flexible & hybrid working options
Our Diversity, Equity and Inclusion Mission: At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Adviser Training & Onboarding Lead in Bristol employer: IDEX Consulting
At IDEX, we pride ourselves on being an exceptional employer that prioritises the growth and success of our employees. As an Adviser Training & Onboarding Lead, you will enjoy a dynamic work environment that fosters collaboration and innovation, with generous benefits including 30 days of holiday, private medical insurance, and a flexible working culture. Join us in making a meaningful impact in the financial advice sector while developing your career in a supportive and inclusive atmosphere.
StudySmarter Expert Advice🤫
We think this is how you could land Adviser Training & Onboarding Lead in Bristol
✨Tip Number 1
Network like a pro! Reach out to current or former employees in similar roles on LinkedIn. A friendly chat can give you insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by practising common questions related to training and coaching. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your passion for developing others during interviews. Share specific examples of how you've successfully coached or trained individuals in the past to demonstrate your fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed, and we love seeing candidates who take that extra step.
We think you need these skills to ace Adviser Training & Onboarding Lead in Bristol
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in training and coaching within wealth management. We want to see how your skills align with the role of Adviser Training & Onboarding Lead!
Showcase Your Passion:Let us know why you're passionate about developing others and improving access to financial advice. A genuine enthusiasm for helping Advisers succeed will definitely catch our eye!
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate well-structured applications that make it easy for us to see your qualifications and experiences at a glance.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity.
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and financial planning. Familiarise yourself with the latest trends and challenges in the industry, as well as the specific training methods that resonate with new Advisers. This will show that you're not just a facilitator but someone who truly understands the field.
✨Showcase Your Coaching Skills
Prepare to discuss your coaching experiences in detail. Think of specific examples where you've successfully supported individuals in their development. Be ready to explain how you adapt your coaching style to meet different needs, especially for those early in their careers.
✨Engage with Real Scenarios
During the interview, consider bringing real-world scenarios or case studies to discuss. This could involve how you've handled training delivery or provided feedback in a challenging situation. It demonstrates your practical experience and ability to bridge theory with practice.
✨Emphasise Collaboration
Highlight your experience working with cross-functional teams. Discuss how you've collaborated with learning & development or other departments to enhance training programmes. This shows that you value teamwork and are committed to continuous improvement, which is key for this role.
