Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead engaging training sessions and coach Advisers for real-world 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: Be part of a diverse and inclusive culture focused on continuous improvement.
- Why this job: Make a meaningful 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 & Transition Manager in Edinburgh employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Adviser Training & Transition Manager in Edinburgh
✨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—this will make you stand out!
✨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 & Transition Manager in Edinburgh
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 & Transition Manager.
Showcase Your Passion: Let your enthusiasm for developing others shine through in your application. We love candidates who are genuinely passionate about helping Advisers succeed, so share examples of how you've made a difference in previous roles.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and focus on what makes you a great fit for this varied role. Highlight your key achievements and relevant experiences.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at IDEX Consulting
✨Know Your Training Techniques
Make sure you brush up on various training methodologies, especially those relevant to wealth management and financial planning. Be ready to discuss how you've successfully delivered engaging training sessions in the past, whether virtually or face-to-face.
✨Showcase Your Coaching Skills
Prepare examples of how you've coached Advisers or similar roles, particularly focusing on early career support. Highlight specific instances where your feedback led to noticeable improvements in performance.
✨Understand the Business Needs
Familiarise yourself with the company's mission and values, especially their focus on improving access to high-quality financial advice. Be prepared to discuss how your role as an Adviser Training & Transition Manager can directly contribute to this goal.
✨Emphasise Collaboration
Since this role involves working closely with learning & development teams, think about how you've collaborated in the past. Share examples of how you've identified trends and contributed to programme improvements through teamwork.