IDEX Consulting Ltd
Training & Development Manager - Wealth Adviser Specialist
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Training & Development Manager - Wealth Adviser Specialist
Experienced & Motivated Training & Development Manager – Wealth Management (UK)
A challenging opportunity has arisen with one of the fastest growing Wealth Management Firms in the UK for a Training & Development Manager to report to the Senior Training & Development Manager.
This role provides a fantastic opportunity for the right candidate to play a critical part in driving adviser competence, development, and business success in the UK. If you have a strong regulatory background, passion for coaching, and a commitment to developing Financial Adviser capability, we'd love to hear from you.
Based primarily at home, you’ll also be expected to travel regularly to support team meetings and deliver face-to-face coaching and supervision when required.
Key Responsibilities
Adviser Supervision & Coaching
- Deliver compliance-led supervision and coaching, both remotely (via Microsoft Teams) and in person as needed.
- Coordinate mentoring and support for trainee advisers and those progressing towards Competent Adviser status.
- Develop advisers’ technical expertise, professional behaviours, and performance.
- Monitor adviser conduct and adherence to company policies, providing regular feedback and performance updates.
Competence Assessment
- Conduct Training Needs Analysis (TNA) to evaluate and assess adviser competence and performance.
- Maintain robust compliance records to demonstrate adviser competence in line with regulatory and business requirements.
- Ensure advisers meet statutory and regulatory training obligations.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Training & Development
- Collaborate with the Business Quality team to identify individualised learning and development needs.
- Design and manage development plans supporting continuous improvement.
- Contribute to creating and delivering engaging training programmes aligned with both business and individual goals.
- Lead consistency meetings to maintain a high standard of supervision and assessment across the business.
Reporting & Governance
- Keep records of training, coaching, and supervision activities for accurate Management Information (MI).
- Ensure all documentation remains audit-ready and fully compliant with internal governance and regulatory standards.
Collaboration & Continuous Improvement
- Build strong working relationships across regional teams, Business Quality, and leadership to embed best practice.
- Support business improvement initiatives and contribute to ad hoc projects where required.
Essential Requirements
Experience & Qualifications
- Diploma-qualified (or equivalent) in line with UK regulatory requirements.
- Proven experience in financial services, ideally within wealth management, advisory, or compliance.
- Deep understanding of UK regulatory frameworks, adviser competence standards, and compliance obligations.
- Desirable: Previous experience supervising, coaching, mentoring, or developing financial advisers.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Skills & Attributes
- Strong interpersonal and stakeholder management skills.
- Ability to build trusted relationships across all business levels.
- Highly organised with the capability to manage multiple priorities.
- Resilient, adaptable, and thriving in a fast-paced environment.
- Meticulous attention to detail, especially when maintaining regulatory compliance.
Our Values
We’re looking for an individual who:
- Leads with integrity and professionalism, setting an example for others.
- Demonstrates a passionate commitment to learning and performance enhancement.
- Is accountable, collaborative, and solution-focused.
- Is deeply committed to high competence standards, compliance, and excellent customer outcomes.
What We Offer
An exciting and rewarding remuneration package, including:
- Competitive salary
- Annual bonus scheme
- Company pension
- 25 days’ annual leave (plus your birthday off)
- Opportunities for additional leave purchase
- Enhanced family-friendly policies
- Flexible benefits package
- Career progression and professional development opportunities
If you possess the expertise, dedication, and enthusiasm to help shape adviser excellence within a leading wealth business, we’d love to speak with you.
Join us and make a meaningful impact!
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location