Wealth Training Lead: Onboarding, Systems & Growth

Spiral Solutions Recruitment Ltd; Reading; Vor Ort; GBP 36.000 - 54.000; Vollzeit

Zusammenfassung

Spiral Solutions Recruitment Ltd is partnering with a growth-focused wealth management organisation in Reading to hire a Training Associate. The role focuses on onboarding, training and upskilling Financial Advisers, Paraplanners and Client Support staff, ensuring mastery of core tech platforms and compliant workflows.

You will deliver blended learning, act as a system expert for platforms like Curo, OneView and Wobi, and contribute to the integration of newly acquired firms’ people and

Qualifikationen

• 3–5+ years in Financial Planning (paraplanning or planning support background preferred).
• Proven track record delivering training, mentoring or coaching across financial systems and processes.
• High familiarity with wealth management CRMs and LMS platforms.
• Level 4 Diploma (DipFA/DipPFS) is desirable, but strong practical operational expertise is prioritized.

Aufgaben

• Onboard, train and upskill Financial Advisers, Paraplanners and Client Support staff.
• Deliver high-impact blended learning (face-to-face and remote) for new hires and existing staff.
• Act as system expert for core wealth management platforms and CRMs.
• Conduct needs analysis, design LMS content and draft SOPs with Quality team.
• Support integration of newly acquired firms’ people and processes.

Kenntnisse

Training delivery

Coaching

Financial planning

Tech fluency

Ausbildung

DipFA / DipPFS

Tools

Curo

OneView

Wobi

Jobbeschreibung

Spiral Solutions Recruitment Ltd is partnering with a growth-focused wealth management organisation in Reading to hire a Training Associate. The role focuses on onboarding, training and upskilling Financial Advisers, Paraplanners and Client Support staff, ensuring mastery of core tech platforms and compliant workflows.

You will deliver blended learning, act as a system expert for platforms like Curo, OneView and Wobi, and contribute to the integration of newly acquired firms’ people and