Training & Development Manager
Location: Hybrid – 3 days in our Lombard Street, London office
Salary: £35,000 - £45,000 Depending on experience
Hours: Full-time
Shape the future of our people at AAG Wealth Management
At AAG, our people are our greatest asset — and we’re serious about investing in their growth. We’re a fast-paced, high-growth business with big ambitions, and we’re looking for someone who’s passionate about developing talent, building capability, and raising standards across the firm.
We’re entrepreneurial, collaborative, and constantly evolving. We work hard, celebrate success, and support one another — but above all, we care deeply about doing things properly and developing our people to deliver exceptional outcomes for clients.
As the business continues to grow, we’re strengthening our commitment to structured training, professional development, and continuous improvement. This role is a chance to shape how our staff learn, grow, and progress, embedding high-quality training, strong technical capability, and a culture of development across AAG.
This is not a back-office training role.
This is about influencing standards, driving capability, and making a visible impact on how our people perform and progress.
The Opportunity
You’ll take ownership of training and development across AAG Wealth Management, shaping how our people learn, grow, and perform as the business continues to scale.
You’ll design and deliver high-quality training programmes that build technical capability, confidence, and consistency across our PSS team — using your paraplanning experience to embed real-world best practice, strong standards, and regulatory excellence. Working closely with the Senior Operations & Technology Manager, Head of People & Operations, and wider leadership team, you’ll influence how new processes, systems, and regulatory changes are implemented and adopted across the business.
You’ll be joining AAG at a pivotal stage of growth, with genuine autonomy to shape our training framework, materials, and culture of development. This is a role with real visibility, real responsibility, and the opportunity to make a lasting impact on both individual careers and the wider success of the firm.
What You’ll Be Responsible For
* Lead the training, development, and competency of all PSS staff.
* Maintain, review, and quality-check the PSS Skills Matrix to identify training needs and upskilling opportunities.
* Apply paraplanning knowledge to review PSS work for technical accuracy, learning, and progression.
* Design, deliver, and coordinate onboarding and structured training programs for new starters.
* Develop, maintain, and deliver AAG training materials, processes, and procedural frameworks.
* Collaborate with the Senior Operations & Technology Manager on new processes and systems, including training creation, delivery, and post-implementation checks.
* Liaise with SJP to implement new training materials and identify efficiencies and development opportunities.
* Support all PSS towards SJP accreditation and ensure compliance with Consumer Duty training requirements.
* Communicate updates from Partners, PSS, and Salesforce; deliver training at company meetings and weekly forums.
* Identify performance or competency issues, supporting improvement plans through coaching and development.
* Monitor Quality of Documentation (QOD), follow up on cases.
* Provide additional operational support as requested by the Head of People & Operations.
What We’re Looking For
This role is ideal for someone passionate about training and developing people, with a strong desire to motivate, inspire, and enable others to reach their full potential.
Essential Skills
* 3+ years’ experience in training and development, including designing and delivering programs for individuals and teams
* Excellent paraplanning knowledge with the ability to review and quality-check technical work.
* Ability to assess competencies and identify training/upskilling needs.
* Experience in onboarding and structured training program delivery.
* Proficiency in developing and maintaining training materials, processes, and procedural frameworks.
* Strong collaboration skills to work with managers, team members, and external stakeholders (e.g., SJP).
* Ability to communicate effectively, including delivering updates and training sessions.
* Competence in monitoring performance and supporting improvement plans.
* Awareness of regulatory requirements and ability to implement related training.
Desirable Skills
* Familiarity with Salesforce or similar CRM systems for training and reporting purposes.
* Previous exposure to practice management systems and process rollouts.
* Coaching and mentoring experience, particularly in a financial service or paraplanning environment.
* Ability to identify operational efficiencies and proactively implement improvements.
* Confidence in presenting at company meetings and forums.
* Flexibility to provide additional operational support as needed.
Why Join AAG?
We combine high performance with a people-first culture.
* Competitive pension
* Private Medical Insurance
* Employee Assistance Programme
* 21 days holiday + annual accrual
* “Family Friday” early finish monthly
* Daily office breakfast
* Regular team socials
All roles are subject to standard financial and identity checks.