Adviser Academy Lead (Trainee Programme)

7IM; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

Amicus Adviser Academy seeks a Trainee Adviser Manager to lead the Trainee Adviser Programme from recruitment to Competent Adviser Status (CAS). You will manage the academy, ensuring a consistent, high-quality development experience and governance across cohorts.

You will line-manage Trainee Advisers and Associates, coordinate qualifications, supervision, and performance reviews, while maintaining training standards and employee wellbeing.

Qualifications

• Degree or equivalent experience is essential.
• Level 4 Diploma in Financial Planning is essential.
• Coaching qualification is desirable.

Responsibilities

• Lead the Trainee Adviser Programme, supporting recruitment through to Competent Adviser Status (CAS).
• Design, coordinate and continuously improve the Amicus Adviser Academy.
• Deliver induction programmes and curriculum materials.
• Coordinate professional qualifications ensuring trainees complete Level 4 Diploma in Financial Planning.
• Produce monthly Amicus Academy MI and report programme performance.

Skills

Coaching

Stakeholder management

Commercial awareness

Presentation

Facilitation

Project management

Programme management

Performance management

Data analysis

MI reporting

Organisation

Planning

Influence

Communication

Team building

Continuous improvement

Education

Degree or equivalent experience

Level 4 Diploma in Financial Planning

Coaching qualification

Job description

Amicus Adviser Academy seeks a Trainee Adviser Manager to lead the Trainee Adviser Programme from recruitment to Competent Adviser Status (CAS). You will manage the academy, ensuring a consistent, high-quality development experience and governance across cohorts.

You will line-manage Trainee Advisers and Associates, coordinate qualifications, supervision, and performance reviews, while maintaining training standards and employee wellbeing.