Adviser Academy Lead - Trainee Program

Seven Investment Management LLP; Greater London; Hybrid; GBP 65,000 - 90,000; Full time

Job summary

Seven Investment Management LLP seeks a Trainee Adviser Programme Manager to lead the Amicus Adviser Academy. You’ll own end-to-end development from recruitment to CAS, coordinating curriculum and training while line-managing Trainee Advisers, Associate Advisers and Consultants.

You will drive onboarding, governance, and MI reporting, supporting promotions and career progression with strong coaching and stakeholder management skills.

Qualifications

• Degree or equivalent experience is essential.
• Level 4 Diploma in Financial Planning is essential.
• Coaching qualification is desirable.
• Wealth Management and Financial Planning industry
• FCA Training & Competence framework
• CII Diploma pathway
• Adviser development
• Financial planning advice process
• Performance management

Responsibilities

• Lead the Amicus Adviser Programme from recruitment through to CAS.
• Coordinate and continuously improve the Amicus Adviser Academy.
• Deliver induction programmes and classroom training.
• Develop and maintain the academy curriculum and learning materials.
• Ensure consistency across trainee cohorts.
• Act as formal line manager for Trainee Advisers, Associate Advisers and Consultants.
• Conduct regular one-to-one meetings and reviews.
• Manage annual leave, sickness, wellbeing and promotions.
• Coordinate professional qualifications and ensure Level 4 Diploma progress.
• Work with Operations to train on Xplan and business processes.
• Produce monthly Amicus Academy MI and report to Directors.

Skills

Coaching

Stakeholder management

Commercial awareness

Presentation & facilitation

Project & programme management

Performance management

Data analysis & MI reporting

Organisation & planning

Influence senior stakeholders

Strong communication

Team leadership

Education

Degree or equivalent experience

Level 4 Diploma in Financial Planning

Tools

Xplan

Job description

Seven Investment Management LLP seeks a Trainee Adviser Programme Manager to lead the Amicus Adviser Academy. You’ll own end-to-end development from recruitment to CAS, coordinating curriculum and training while line-managing Trainee Advisers, Associate Advisers and Consultants.

You will drive onboarding, governance, and MI reporting, supporting promotions and career progression with strong coaching and stakeholder management skills.