Senior Financial Planner Development Coach

atomos wealth; East Midlands; Hybrid; GBP 50,000 - 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 leading financial advice firm is hiring a Senior Training & Development Manager to enhance adviser capability and improve advice quality. This position requires someone with a strong background in financial planning and the ability to coach and supervise advisers. The role involves regularly traveling to regional offices, providing insights and training to ensure high-quality outcomes. Applicants should possess a L4 Diploma and demonstrate excellent communication and analytical skills.

Qualifications

• Experience as a Financial Planner or strong knowledge of financial planning processes.
• Proven ability to supervise and coach advisers effectively.
• High energy and strong communication skills.

Responsibilities

• Coach and supervise Financial Planners to enhance their capability.
• Develop and deliver training programs for Financial Planners.
• Travel weekly to offices to build relationships and support teams.

Skills

Supervision and coaching of advisers

Financial Planning knowledge

Strong communication skills

Analytical skills

Education

L4 Diploma (e.g. JO7)

Job description

A leading financial advice firm is hiring a Senior Training & Development Manager to enhance adviser capability and improve advice quality. This position requires someone with a strong background in financial planning and the ability to coach and supervise advisers. The role involves regularly traveling to regional offices, providing insights and training to ensure high-quality outcomes. Applicants should possess a L4 Diploma and demonstrate excellent communication and analytical skills.