T&D Manager

Chester Rose; United Kingdom; Remote; GBP 45,000 - 65,000; Full time

Job summary

Join a client-first financial planning firm as a Training & Development Specialist in the Compliance Team. This remote position involves leading training activities, overseeing onboarding, and ensuring compliance with regulatory standards. The ideal candidate has a strong background in financial services and a collaborative approach to professional development.

Benefits

Access career progression opportunities

Supportive culture

Qualifications

• Proven experience in a T&C, L&D, or supervisory role within financial services.
• Strong understanding of FCA requirements.
• Confident delivery and coaching skills.

Responsibilities

• Oversee onboarding and FCA registration for new staff.
• Deliver induction and compliance training.
• Maintain training records and monitor performance.

Skills

Documentation

Coaching

Communication

Education

Diploma level qualification

Job description

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Join Chester Rose as our new Training & Development Specialist – Compliance Team

Location: Remote, with occasional travel to our Berkshire office.

Full-time | Competitive salary + benefits

Are you passionate about developing people and ensuring high professional standards? Are you ready to shape how competence and compliance come together in a fast-growing, client-first financial planning firm?

Chester Rose Financial Planning is looking for a Training & Development Manager to join our Compliance Team and take a leading role in onboarding, supervising, and developing our Financial Planners, Senior Managers, and support staff.

This is a key role where you’ll directly contribute to maintaining our best-in-class regulatory standards and upholding the culture that sets us apart.

What you’ll be doing:

You’ll lead and support training and competence activities across the firm, including:

• Overseeing onboarding and FCA registration for new Senior Managers, Financial Planners, and (where applicable) support staff.
• Delivering engaging induction and compliance training, including roleplays and feedback.
• Designing and implementing tailored development plans and supervision strategies.
• Monitoring performance and maintaining accurate training records through our CPD platform.
• Ensuring ongoing competency and Fit & Proper certifications.
• Reviewing advice cases and providing developmental feedback where needed.
• Supporting professional qualifications and chartered progression.
• Maintaining and developing the firm’s Training & Competence scheme and documentation.
• Providing insightful reporting on KPIs and risk to stakeholders.
• Supporting learning & development beyond regulatory roles across the business.
• Maintain close working relationships across the business and its management teams to give learning and development support

What you’ll bring:

• Proven experience in a T&C, L&D, or supervisory role within financial services, ideally in a directly authorised IFA or network.
• Ideally qualified to Diploma level or close to completion
• Strong understanding of FCA requirements and regulatory onboarding processes.
• Confident delivery and coaching skills, with the ability to inspire and engage at all levels.
• A collaborative approach and a keen eye for documentation, systems, and accuracy.
• Ability to handle sensitive issues with professionalism, fairness, and discretion.

Prior experience in the financial services sector is crucial, with a strong understanding of FCA rules, guidelines, and regulatory requirements. The ideal candidate will have in-depth knowledge of compliance within a financial planning environment.

About Chester Rose

Chester Rose brings together independent Chartered financial planning practices who believe in more than just good advice — we believe in helping people bring their personal vision to life.

Every client is different. That’s why we craft tailored, structured financial plans designed to grow and protect wealth for today and future generations. We pride ourselves on our client-first culture, strong collaboration across teams, and an unwavering commitment to quality and care.

• Be part of a high-calibre, values-led team with a commitment to excellence and development.
• Influence training strategy and shape the growth of our business.
• Access career progression opportunities in a growing independent firm.
• Thrive in a supportive culture where your input genuinely matters.

Ready to help us build something exceptional? Apply now or reach out for a confidential conversation.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

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