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- Tasks: Lead technical training and develop competency frameworks in wealth management.
- Company: Dynamic financial services firm focused on growth and quality standards.
- Benefits: Competitive salary, hybrid working, pension scheme, and private medical cover.
- Why this job: Make a real impact on technical standards and professional development.
- Qualifications: 3+ years in training or technical coaching within financial services.
- Other info: Opportunity to shape learning frameworks and work with senior stakeholders.
The predicted salary is between 35000 - 45000 £ per year.
This is a hands‑on technical training leadership role within a growing wealth management environment. The business is strengthening its approach to capability, quality and regulatory standards as it scales. You will own the design and delivery of structured technical training across a client support and paraplanning function, embedding best practice, strong quality standards and consistent ways of working. This is a visible, influential role that works closely with operational leadership to improve performance, confidence and regulatory alignment. This is not a generic L&D position. It is a practical, standards-driven role with real impact on technical quality and day‑to‑day performance.
The Opportunity
You will shape how technical capability is developed across the business, building learning frameworks that support progression, quality and regulatory competence. Working with senior operational stakeholders and people leaders, you will support the rollout of new processes, systems and regulatory changes, ensuring teams adopt new ways of working confidently and consistently. You will have genuine autonomy to create training pathways, materials and development plans as the organisation continues to grow. This role offers strong visibility and the chance to make a lasting impact on technical standards and professional development across the firm.
What You Will Be Doing
- Leading technical training, development and competency frameworks across paraplanning and client support teams
- Maintaining skills matrices and capability frameworks to identify development needs and progression routes
- Reviewing technical work to ensure quality standards and embed learning opportunities
- Designing and delivering structured onboarding programmes for new joiners
- Creating and maintaining training content, process documentation and learning resources
- Partnering with operational leaders on the rollout of new systems and processes, including training and post‑implementation support
- Ensuring regulatory training requirements are met and consistently applied
- Delivering training sessions and updates at team forums and wider business meetings
- Identifying capability gaps and supporting improvement through coaching and development plans
- Monitoring quality standards and following up on outcomes
- Providing additional operational or people support where required
What You Will Bring
This role suits someone who enjoys developing others, raising technical standards and working closely with operational teams in a regulated wealth management environment.
Essential
- 3+ years experience in training, learning & development, or technical coaching within financial services
- Strong technical knowledge of wealth management and paraplanning standards
- Experience reviewing technical work and embedding quality frameworks
- Ability to assess competencies and build structured development plans
- Experience designing and delivering onboarding and structured training programmes
- Strong communication and facilitation skills
- Confident working with senior stakeholders and cross‑functional teams
- Understanding of regulatory training obligations in wealth management
Desirable
- Experience supporting system or process change programmes
- Coaching and mentoring experience
- Familiarity with CRM or workflow platforms for training, reporting or quality monitoring
- Track record of identifying operational improvements and embedding change
- Comfortable presenting to larger groups
Whats On Offer
- £35,000–£45,000 base salary
- Hybrid working model (Central London)
- Pension scheme
- Private medical cover
- Employee wellbeing and support programme
Technical Training Manager - Wealth Management employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Training Manager - Wealth Management
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management sector on LinkedIn or at industry events. We can’t stress enough how important it is to make connections that could lead to job opportunities.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to technical training in financial services. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your expertise! Create a portfolio of your training materials or case studies from previous roles. This will help you stand out and demonstrate your ability to deliver impactful training.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Technical Training Manager - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Technical Training Manager. Highlight your experience in training and development within financial services, especially in wealth management. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about technical training and how you can make a real impact at StudySmarter. Be specific about your achievements and how they relate to the job description.
Showcase Your Technical Knowledge: Since this role is all about technical training, don’t shy away from showcasing your knowledge of wealth management and paraplanning standards. We’re looking for someone who can hit the ground running, so let us know what you bring to the table!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge of wealth management and paraplanning standards. Be ready to discuss specific frameworks and processes you've worked with, as this role is all about raising technical standards.
✨Showcase Your Training Skills
Prepare examples of training programmes you've designed or delivered in the past. Highlight how you've assessed competencies and built development plans, as this will demonstrate your hands-on experience in a similar environment.
✨Engage with Stakeholders
Think about how you've partnered with operational leaders before. Be ready to share stories about how you’ve rolled out new systems or processes and how you ensured teams adopted these changes confidently.
✨Emphasise Quality Assurance
Discuss your experience in reviewing technical work and embedding quality frameworks. Bring examples of how you've monitored quality standards and followed up on outcomes to show your commitment to maintaining high standards.