Advice Operations Training Lead (L&D)

IDEX Consulting; United Kingdom; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A national wealth management group seeks a passionate Advice Operations Training Lead to design and deliver training programs that elevate operational excellence and support growth. This high-impact hybrid role involves significant UK travel, aimed at shaping the training landscape for Financial Planners. Ideal candidates come with strong experience in financial services training, excellent coaching abilities, and communication skills, adept in a fast-paced environment.

Benefits

Autonomy and variety

Opportunity for significant impact

Hybrid working with significant UK travel

Qualifications

• Experience in operations, training, coaching, or process improvement in Financial Services.
• Confident designing training for in-person and remote.
• Familiarity with Lean or Six Sigma methodologies is a plus.

Responsibilities

• Design and deliver training programs on systems, processes, and operational best practices.
• Lead on-boarding for new operations staff integration.
• Identify process inefficiencies and support continuous improvement.

Skills

Training

Coaching

Operational Excellence

Stakeholder Engagement

Process Improvement

Tools

CURO

Cashcalc

Dynamic Planner

Job description

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About the Role
A national wealth management and financial planning group, backed by a credible private equity investor, is looking for an experienced Advice Operations Training Lead to join their growing team. The firm is reshaping how financial advice is delivered - combining human insight, smart systems, and scalable processes.
This is a newly created, high-impact role aimed at developing and delivering training that elevates operational excellence, supports acquisitions, and enables growth through consistent, effective on-boarding and process adoption.


Key Responsibilities:

• Design and deliver training programs on systems, processes, and operational best practices.
• Lead on-boarding for new operations staff, particularly post-acquisition integration.
• Maintain SOPs and training materials aligned with process updates.
• Coach individuals and teams to drive consistent operational performance.
• Work closely with the Technology Adoption and M&A teams to align training delivery with business transformation.
• Identify process inefficiencies and support continuous improvement initiatives.
• Collaborate cross-functionally with Distribution, Compliance, and Operations.

About You:

• Experience in operations, training, coaching, or process improvement - ideally in Financial Services.
• Confident designing and delivering training for both in-person and remote audiences.
• Excellent communication and stakeholder engagement skills.
• Comfortable working in a fast-paced, changing environment - including post-merger integrations.
• Experience with CURO, Cashcalc, Dynamic Planner or other financial planning tech is a plus.
• Familiarity with coaching methodologies or frameworks (Lean, Six Sigma) is desirable.

Why Join?

• Be part of a fast-growing, forward-thinking advice group with national reach.
• Play a critical role in shaping the operational training landscape for a new generation of Financial Planners.
• Enjoy autonomy, variety, and the opportunity to make a lasting impact.
• Hybrid working with significant UK travel (circa 70%).

Next Steps:
If you're an experienced training professional with a passion for operational excellence and a strong background in financial services, we'd love to hear from you.