Adviser Training and Transition Manager

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Job Type: Permanent
Closing Date: 02/11/2025

Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people. We want to change lives for the better.

As an Adviser Training & Transition Manager at Schroders Personal Wealth, you will play a pivotal role in equipping our advisers to succeed—both in the classroom and in practice.

Location: National (with travel)
Type: Permanent
Salary: £58,782- £64,660

You will be primarily responsible for delivering, facilitating, and enhancing engaging learning experiences for our adviser population, while also providing hands-on support as new starters embed into the business.

When not delivering formal training, you will work directly with advisers as they land in the business, helping them land smoothly into their roles by listening to calls, coaching, and offering practical guidance on systems and processes, and supporting their development.

In addition, you may be required to support the wider Learning & Development team, in supporting the Adviser community in areas where skill-gaps exist.

Key Responsibilities

Training Delivery and Facilitation

• Facilitate engaging and impactful training sessions across induction, soft skills, technical advice, process, and systems—both virtually and face-to-face.
• Deliver high-quality induction courses and ongoing development sessions that support advisers from onboarding through to competent adviser status.
• Willing to travel across the country to support training delivery.

Transition and Onboarding Support

• Provide hands-on coaching and guidance to new advisers during their pre-CAS stage, helping them embed into the business.
• Listen to adviser calls and client interactions, providing constructive feedback and coaching to accelerate competence.
• Assist advisers with the practical and administrative aspects of their role to support a smooth transition into the business.
• Share insights and trends to inform the continuous improvement of induction programmes.
• Capture and analyse trends, challenges, and adviser feedback from the field, using these insights to influence induction training and onboarding processes.

Culture & Professionalism

• Promote a culture of professionalism, client-centricity, and high performance throughout training and transition activities.
• Role-model SPW values and encourage a growth mindset across the adviser population.

Qualifications & Skills

Experience & Qualifications

• Strong experience in training delivery within financial services, ideally within Wealth Management.
• Level 4 (Financial Planning) qualification essential, Chartered status desirable.
• Experience of coaching or supporting individuals in early career or pre-CAS stages.
• Coaching qualification desirable.

Training & Transition Expertise

• Excellent facilitation skills across induction, soft skills, technical, and systems training—both in-person and virtually.
• Strong coaching skills to support advisers one-to-one in the field.
• Confidence in observing, analysing, and providing feedback on adviser performance.
• Ability to support advisers with both technical and administrative aspects of their role.

Personal Attributes

• Strong planning, organisational, and time management skills.
• A proactive and supportive approach, with a learner-first mindset.
• Comfortable flexing between structured training delivery and individual adviser support.

We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.

This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.

Some fantastic benefits SPW colleagues enjoy:

• Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
• Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
• Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
• Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
• Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)
• Financial Advice: Access to free financial advice to help secure your financial future.

We support flexible working: At SPW, we know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible.

Ready to restart your career? We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.

You belong here: At SPW, we embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities.