Senior Training & Development Manager - Marlow

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

You understand Financial Planning - not in theory, but in practice. You've delivered advice or worked closely with Financial Planners, and you know what great looks like. You bring good energy, clear communication, and the confidence to challenge when it matters.

This role is about people: supporting them, stretching them, and helping them deliver consistently high-quality advice. You'll be out in offices every week, building relationships and getting to know our Financial Planners so you can help them perform at their best.

About the role

As a Senior Training & Development Manager, you'll drive development across multiple offices. Your work will focus on enhancing competence, improving advice quality, and ensuring our Front Office teams have the skills and confidence to deliver outstanding outcomes. You'll provide clear and constructive feedback, and work closely with the Head of Advice to support continuous

improvement.

Your base is our Marlow office, but you'll be on the move, and you'll be expected to be travelling to our regional offices every week. Being on-site means you'll be connected to day-to-day operations, giving you a real insight into how to support and uplift performance at Atomos.

Accountabilities

• Develop Adviser Capability: Coach, supervise, and challenge Financial Planners to help them grow, capturing clear and accurate supervisory records.
• Enhance Advice Quality: Use your Financial Planning experience to assess suitability, improve advice delivery, and embed consistent quality standards.
• Deliver Insightful Training: Plan and deliver training programmes that respond to needs and drive measurable improvements.
• Be Visible Across the Business: Operate as a mobile team member, travelling to offices to build relationships and understand how to support Financial Planners on the ground.
• Use Data Intelligently: Analyse KPIs, Key Risk Indicators, and MI to identify risks, trends, and opportunities for targeted development.
• Support New Joiners: Lead onboarding and early development for new Financial Planners and Portfolio Managers.
• Influence Through Collaboration: Work closely with Heads of Office, T&C, Advice Quality, Paraplanning, and Compliance to support Adviser development.

Skills and Experience

• Experience as a Financial Planner or strong, practical knowledge of financial planning processes.
• Proven ability to supervise, coach, and challenge advisers constructively.
• L4 Diploma qualified - JO7 or similar supervisory qualification is a bonus.
• Strong understanding of products, services, and the wider advice landscape.
• Comfortable with weekly travel to regional offices.
• High energy, strong communication skills, and the ability to build trust quickly.
• Private Medical Insurance
• Life Assurance (4x)
• Group Income Protection
• Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.