Role title: Learning & Development Consultant
Reports to: Head of Learning & Skills Development
Location: London, Reading or Birmingham (hybrid)
SMCR Function: Conduct
About the team
With a newly centralised L&D team and a strong collaborative culture, we’re transforming L&D into a proactive, future‑focused capability. You’ll help shape a learning culture, support business growth, and play a key role in leadership development, acquisition integration, and future‑skills transformation.
Purpose of role
* To deliver Learning and Development (L&D) initiatives across Ascot Lloyd, supporting client‑facing and client‑supporting teams, including Advisers, Paraplanners, and Administrators, as well as wider business services functions.
* To ensure L&D activity aligns with organisational goals, regulatory requirements, and the evolving needs of the business, enhancing capability, performance, and employee engagement.
* To act as a trusted partner to stakeholders across the organisation, shaping and embedding a culture of continuous learning and professional development.
* To contribute to the design and implementation of enterprise‑wide learning programmes, including leadership development, onboarding, compliance, and technical training.
* To provide strategic insight through meaningful management information and evaluation, demonstrating the impact and value of L&D activity across the business.
Key Responsibilities
* Design, develop, implement and evaluate learning interventions that meet the diverse needs of client‑facing, client‑supporting, and business services teams.
* Partner with stakeholders, including team leaders, department heads, and HR Business Partners, to co‑create L&D programmes that support strategic business objectives and future capability needs.
* Conduct targeted learning needs analyses across functions to inform the design of effective training plans and development pathways.
* Create engaging, innovative learning content that drives knowledge transfer, behavioural change, and improved performance.
* Lead the design and delivery of induction programmes for new joiners and acquired colleagues, ensuring consistent onboarding experiences aligned with company standards.
* Deliver tailored coaching and training support to individuals and teams, addressing identified performance gaps and supporting career development.
* Develop training materials to support product launches, regulatory changes, and process updates, ensuring clarity and consistency across the business.
* Apply a blended learning approach using face‑to‑face, virtual, and digital delivery methods to maximise accessibility and impact.
* Evaluate training effectiveness using agreed KPIs and feedback mechanisms, identifying opportunities for continuous improvement.
* Maintain current knowledge of internal policies, regulatory frameworks, and industry developments, sharing relevant updates with oversight bodies and stakeholders.
* Produce and present management information (MI) and insights to demonstrate the value and impact of L&D activity.
* Ensure all learning activity complies with regulatory standards and supports a culture of professionalism and ethical practice.
* Build strong relationships across the organisation, acting as a coach and trusted advisor to support learning and development at all levels.
* Manage L&D budgets effectively, ensuring cost‑efficient delivery and accurate reporting of expenditure.
* Collaborate with the Adviser Academy team to shape and deliver structured learning programmes, including technical and behavioural development.
* Facilitate Academy modules and broader learning initiatives, supporting the development of future talent and succession planning.
SM&CR Responsibilities
As an FCA regulated Company, Ascot Lloyd is required to adhere to the Senior Managers and Certification Regime (SM&CR), to develop a culture where employees take personal responsibility for their own actions.
Individual Conduct Rules
* You must act with integrity.
* You must act with due care, skill and diligence.
* You must be open and co‑operative with the FCA, PRA and other regulators.
* You must pay due regard to the interests of customers and treat them fairly.
* You must observe proper standards of market conduct.
* You must act to deliver good outcomes for clients.
Essential
Experience / Skills Required
* Diploma qualified or Chartered.
* Strong financial services product knowledge.
* Solid awareness of FCA regulation and compliance within the financial services industry.
* Proven experience in designing and delivering financial planning training and coaching.
* Experience facilitating learning programmes for diverse roles and levels, including leadership and technical pathways.
* Ability to train on various software platforms, including Intelligent Office (IO), risk profiling tools, and research systems.
* Effective self‑management and a proactive approach to work.
* Ability to prioritise workload and meet agreed deadlines.
* Excellent presentation and communication skills, both written and verbal.
* Ownership and delivery of training and development strategies.
* High standards of accuracy and attention to detail.
* Strong interpersonal skills with the ability to build relationships and influence stakeholders.
* Well‑developed organisational and planning capabilities.
* Willingness to travel across the UK as required.
Desirable
* Formal training qualification (e.g. CIPD, TAP, TPMA), or willingness to obtain.
* Experience with digital learning design tools, particularly Articulate 360.
* Up‑to‑date awareness of current and emerging training technologies and digital learning trends.
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