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- Tasks: Lead hands-on technical training for client support teams in wealth management.
- Company: Growing wealth management firm with a focus on quality and capability.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Why this job: Make a real impact on training and regulatory outcomes in a dynamic environment.
- Qualifications: Experience in L&D/technical training within financial services and strong stakeholder skills.
- Other info: Opportunity to support system changes and enhance team performance.
The predicted salary is between 36000 - 60000 £ per year.
We’re hiring a Technical Training Manager to lead hands‑on technical training across client support teams in a growing wealth management firm. This is a practical, standards‑driven role with real impact on quality, capability, and regulatory outcomes.
What you’ll do:
- Design and deliver technical training, onboarding and competency frameworks
- Embed quality standards and consistent ways of working
- Review technical work and identify development needs
- Support rollouts of new systems, processes and regulatory changes
- Partner with operational leaders to improve performance and confidence
What we’re looking for:
- Experience in L&D / technical training within financial services
- Strong technical knowledge of wealth management & paraplanning
- Experience reviewing work and embedding quality frameworks
- Confident facilitator with strong stakeholder skills
- Understanding of regulatory training requirements
Nice to have:
- Experience supporting system/process change
- Coaching/mentoring background
- CRM/workflow platform exposure
What’s on offer:
- Hybrid working (Central London)
Technical Training Manager – Wealth Management employer: RGH-Global | People Services
Contact Detail:
RGH-Global | People Services 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 folks in the wealth management sector on LinkedIn or at industry events. We can’t stress enough how personal connections can open doors for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to technical training and wealth management. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous training materials or frameworks you've designed. We love seeing tangible proof of your expertise in action.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate candidates like you!
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 L&D and technical training within financial services, and don’t forget to showcase your strong technical knowledge of wealth management.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about technical training and how your skills align with our needs. Be sure to mention any experience you have with regulatory training requirements.
Showcase Your Facilitation Skills: As a confident facilitator, it’s important to demonstrate your stakeholder skills in your application. Share examples of how you've successfully partnered with operational leaders to improve performance and embed quality standards.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at RGH-Global | People Services
✨Know Your Stuff
Make sure you brush up on your technical knowledge of wealth management and paraplanning. Be ready to discuss specific frameworks and standards you've worked with, as this will show your expertise and confidence in the field.
✨Showcase Your Training Skills
Prepare examples of how you've designed and delivered training in the past. Think about the impact your training had on performance and compliance, and be ready to share these success stories during the interview.
✨Engage with Stakeholders
Demonstrate your ability to partner with operational leaders by discussing how you've collaborated with different teams. Highlight any experiences where you improved performance through effective communication and relationship-building.
✨Stay Updated on Regulations
Familiarise yourself with current regulatory requirements in wealth management. Being able to discuss how you've integrated these into your training programmes will show that you're proactive and knowledgeable about industry standards.