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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.
- Other info: Opportunity for autonomy and career progression in a regulated environment.
- Why this job: Make a real impact on technical standards and professional development.
- Qualifications: 3+ years in training or technical coaching within financial services.
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’ll 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’s a practical, standards‑driven role with real impact on technical quality and day‑to‑day performance.
You’ll 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’ll support the rollout of new processes, systems and regulatory changes, ensuring teams adopt new ways of working confidently and consistently. You’ll 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’ll 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’ll 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
What’s 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) in London employer: RGH - Global Ltd
Contact Detail:
RGH - Global Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Training Manager (Wealth Management) in London
✨Tip Number 1
Network like a pro! Reach out to folks in the wealth management sector on LinkedIn or at industry events. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Show off your skills! Prepare a portfolio or presentation that highlights your training programmes and successes. This is your chance to shine and demonstrate how you can elevate technical standards.
✨Tip Number 3
Practice makes perfect! Get ready for interviews by rehearsing answers to common questions about training and development in financial services. Confidence is key, so know your stuff!
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining us. Tailor your application to show how you can make a real impact in this role.
We think you need these skills to ace Technical Training Manager (Wealth Management) in London
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 focusing on wealth management and paraplanning standards.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about developing others and how your skills align with the responsibilities outlined in the job description. Be genuine and let your personality come through.
Showcase Relevant Experience: When detailing your work history, focus on specific examples where you've led training initiatives or improved technical standards. Use metrics if possible to demonstrate your impact—numbers speak volumes!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at RGH - Global Ltd
✨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 embedding quality and regulatory standards.
✨Showcase Your Training Skills
Prepare examples of training programmes you've designed or delivered in the past. Highlight how these initiatives improved performance or compliance within teams. This will demonstrate your hands-on experience and ability to create impactful learning pathways.
✨Engage with Stakeholders
Think about how you've collaborated with senior operational leaders before. Be ready to share stories that illustrate your communication skills and how you’ve successfully partnered with others to roll out new processes or systems.
✨Emphasise Continuous Improvement
Discuss your approach to identifying capability gaps and how you've supported development through coaching. Show that you're proactive in monitoring quality standards and following up on outcomes, as this aligns perfectly with the expectations of the role.