Wealth Management Training & Development Advisor (12-Month)

LGT Group; Greater London; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

LGT Wealth Management UK LLP is seeking a Training and Development Advisor for a 12-month fixed term contract in London. The role covers apprenticeship coordination, CPD administration, qualifications tracking, and compliance support across wealth management services.

Key duties include maintaining records, liaising with providers, supporting performance actions, and delivering training to interns. The ideal candidate has wealth management experience, strong HR knowledge, and proficiency with

Qualifications

• 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.

Responsibilities

• 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.

Skills

Training & Development

Wealth Management

HR processes

Workday

Data management

Regulatory compliance

Analytical skills

Stakeholder management

MS Office

Communication skills

Attention to detail

Independence + teamwork

Job description

LGT Wealth Management UK LLP is seeking a Training and Development Advisor for a 12-month fixed term contract in London. The role covers apprenticeship coordination, CPD administration, qualifications tracking, and compliance support across wealth management services.

Key duties include maintaining records, liaising with providers, supporting performance actions, and delivering training to interns. The ideal candidate has wealth management experience, strong HR knowledge, and proficiency with