Advisor Development Leader — Travel to Regional Offices

atomos wealth; Marlow; Hybrid; GBP 60,000 - 70,000; Full time

Benefits offered by this job

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Work From Anywhere policy

Job summary

A financial services firm in Marlow is seeking a Senior Training & Development Manager. This role focuses on enhancing the performance of Financial Planners through coaching, visibility in offices, and delivering training programs. Ideal candidates will have experience in financial planning and strong communication skills, along with a L4 Diploma or similar qualification. The position requires weekly travel to regional offices and promotes an agile work environment.

Qualifications

• Experience as a Financial Planner or strong knowledge of financial planning processes.
• Proven ability to supervise, coach, and challenge advisers.
• Strong understanding of the advice landscape.

Responsibilities

• Coach and supervise Financial Planners to improve their capabilities.
• Deliver training programs that drive improvements.
• Build relationships in multiple offices.

Skills

Coaching Financial Planners

Training Program Development

Data Analysis

Relationship Building

Supervisory Skills

Education

L4 Diploma (JO7 or similar)

Job description

A financial services firm in Marlow is seeking a Senior Training & Development Manager. This role focuses on enhancing the performance of Financial Planners through coaching, visibility in offices, and delivering training programs. Ideal candidates will have experience in financial planning and strong communication skills, along with a L4 Diploma or similar qualification. The position requires weekly travel to regional offices and promotes an agile work environment.