Training and Development Advisor

LGT Bank AG, Zweigniederlassung Österreich; Greater London; On-site; GBP 38,000 - 46,000; Full time

Job summary

LGT Wealth Management UK LLP is a UK-based partnership focused on delivering wealth management services with a strong emphasis on development and regulatory compliance. The HR team supports CPD, apprenticeships, and cross-border accreditation across multiple offices.

We are seeking a Training & Development Advisor to coordinate apprenticeship processes, manage CPD and CISI requirements, and handle learning records.

Qualifications

• Experience as Training and Development Advisor within wealth management or financial services.
• Strong knowledge of HR processes, data management, and regulatory compliance.
• Proficiency in HR systems such as Workday.
• Excellent written and verbal communication and stakeholder management.
• Ability to work in a high-pressured environment and manage multiple stakeholders.
• High accuracy and attention to detail.

Responsibilities

• Coordinate end-to-end apprenticeship processes, learner administration and progress monitoring.
• Administer the CPD process, maintain records, and CISI membership requirements.
• Maintain qualifications tracker with exam registrations, results, and resits.
• Coordinate cross-border and accreditation requirements, issuing attestations via Comply.
• Support development actions from year-end performance reviews.
• Track Fit and Proper forms and keep timely records.
• Administer Clever Nelly learning pauses and keep records current.
• Monitor T&D mailbox and respond to queries within timescales.
• Track new joiners' mandatory training, escalate overdue learning and share updates.
• Deliver training sessions to interns on the 8-week programme.
• Administer actions for known leavers, including Clever Nelly and CISI/FCA updates.
• Support with other T&D administration as needed.
• Collaborate with the T&D team on HR projects as needed.

Skills

Training & Development

HR systems

Stakeholder management

Analytical skills

Communication

Attention to detail

Tools

Workday

MS Office

Job description

LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol and Manchester. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs.

Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £30 billion in funds under management and circa 700 staff.

Job Description

• Coordinate the end-to-end apprenticeship process, including learner administration, provider liaison, progress monitoring and record keeping.
• Administer the full Continuing Professional Development (CPD) process, supporting colleagues to meet requirements, maintaining accurate records and coordinating CISI membership requirements.
• Maintain and monitor the qualifications tracker, including exam registrations and results, resits, and study programme progress.
• Coordinate Cross-Border and other accreditation requirements, including the assignment of training and issue of attestations through Comply.
• Support the delivery of development actions arising from year end performance review processes.
• Track Fit and Proper forms (through Comply), following up with relevant colleagues and maintaining complete, timely records.
• Administer Clever Nelly learning pauses and ensure learning records remain current.
• Monitor the Training & Development mailbox, responding to queries or directing them to the appropriate owner within agreed timescales.
• Track completion of mandatory training for new joiners, escalating overdue learning and providing completion updates to relevant stakeholders.
• Deliver any training sessions to interns as part of their 8 week programme.
• Administer the various Training & Development actions for known leavers, including Clever Nelly updates, CISI updates and flagging to relevant stakeholders FCA required updates.
• Support with other Training & Development related administration as needed.

Work with the T&D Team on broader HR projects on an ad-hoc basis.

Requirements

• Experience in a Training and Development Advisor role preferably within Wealth Management or financial services
• Good knowledge of HR processes, data management, and regulatory compliance
• Proficiency in HR systems (e.g., Workday)
• Strong analytical and reporting skills, solutions focused
• Ability to work in a high-pressured environment, adapting to varying stakeholders, and the ability to tailor their style accordingly
• Excellent organisational, prioritisation and time management skills
• Excellent written and verbal communication skills, with strong interpersonal skills
• High level of accuracy and attention to detail
• Good stakeholder-management skills and confidence working with external partners
• Discretion, integrity and an understanding of confidentiality and data protection
• Proficiency in Microsoft Office particularly Outlook, Excel, PowerPoint and Word
• Ability to work independently while collaborating effectively within a wider HR team.