Wealth Management Training Consultant

Clayton Davies; United Kingdom; On-site; GBP 40,000 - 60,000; Full time

Job summary

Clayton Davies Ltd is seeking a Wealth Management Training Consultant to support adviser businesses through change, growth and transformation across the UK.

The role blends training design, coaching and stakeholder engagement, with travel to client sites and virtual delivery to ensure smooth adoption of new systems and processes while protecting client outcomes and business performance.

Qualifications

• Minimum Level 4 Diploma in Financial Planning (or equivalent).
• Strong understanding of financial advice and client servicing environments.
• Integration experience within wealth management would be beneficial.

Responsibilities

• Deliver training and coaching programmes to financial planning and support teams.
• Support firms and individuals through periods of operational and organisational change.
• Facilitate both face-to-face and virtual learning sessions.
• Create practical learning materials, guides and supporting resources.
• Partner with business leaders and stakeholders to identify training needs and knowledge gaps.
• Provide hands-on support to help teams embed new processes and systems effectively.
• Assess learner engagement and training outcomes, making recommendations for continuous improvement.
• Assist with onboarding, operational training and wider development initiatives across the organisation.
• Build strong working relationships with advisers, paraplanners and support staff at all levels.

Skills

Financial planning knowledge

Client servicing understanding

Education

Level 4 Diploma in Financial Planning

Job description

An ambitious and growing wealth management firm is seeking a talented Wealth Management Training Consultant to support adviser businesses through periods of operational change, growth and transformation.

This is a highly visible role combining training, coaching, stakeholder engagement and change support. You'll work closely with Financial Planners, Paraplanners and operational teams, helping them successfully adopt new systems, processes and ways of working while ensuring minimal disruption to clients and business performance.

The role would involve significant travel UK wide.

Role & Responsibilities:

• Deliver engaging training and coaching programmes to financial planning and support teams.
• Support firms and individuals through periods of operational and organisational change.
• Facilitate both face-to-face and virtual learning sessions.
• Create practical learning materials, guides and supporting resources.
• Partner with business leaders and stakeholders to identify training needs and knowledge gaps.
• Provide hands-on support to help teams embed new processes and systems effectively.
• Assess learner engagement and training outcomes, making recommendations for continuous improvement.
• Assist with onboarding, operational training and wider development initiatives across the organisation.
• Build strong working relationships with advisers, paraplanners and support staff at all levels

Do you have the following to apply?

• Minimum Level 4 Diploma in Financial Planning (or equivalent).
• Strong understanding of financial advice and client servicing environments.
• Integration experience within wealth management would be beneficial

Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.