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Training and Development Manager, Whiteley
Client: Blakemore Recruitment
Location: Whiteley, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Reference: 2678cc9ce0d1
Job Views: 20
Posted: 12.08.2025
Expiry Date: 26.09.2025
Job Description:
We are currently recruiting for a Wealth Management company in Whiteley, Hampshire, looking to hire a Training and Development Manager responsible for the Adviser Academy Programme and managing the broader training needs across the business.
Position Overview:
The successful candidate will lead the design, implementation, and management of the Adviser Academy Programme, overseeing all training and development needs across the advisory team. This role ensures advisers are equipped with the necessary skills, knowledge, and qualifications to deliver excellent financial planning services and support business growth.
Key Responsibilities:
* Design and lead the Adviser Academy Programme, creating a comprehensive learning journey from new entrants to fully qualified advisers.
* Develop tailored training modules covering technical skills, compliance, client relationship management, and soft skills.
* Coordinate onboarding and training of new advisers, aligning with business goals and industry standards.
* Monitor and assess the progress of Academy participants, providing feedback, performance assessments, and development plans.
* Liaise with external training providers and accreditation bodies to ensure participants achieve necessary qualifications, such as diploma-level certifications and CF qualifications.
Broader Training and Development Responsibilities:
* Assess training needs across the adviser population.
* Design and implement training programs to address identified needs, including technical training, leadership, compliance, and personal development.
* Manage and deliver internal training sessions, workshops, and webinars on sales techniques, financial regulations, client management, and soft skills.
* Oversee the Continuing Professional Development (CPD) process to ensure compliance with industry standards and regulations.
* Evaluate training effectiveness through feedback, performance metrics, and assessments.
Stakeholder Management:
* Collaborate with management and team leaders to identify ongoing and future training needs aligned with strategic goals.
* Serve as a key contact for training inquiries, maintaining clear communication channels.
* Partner with external providers and professional bodies to keep content relevant and up-to-date.
* Stay informed of industry trends, regulatory changes, and best practices to keep training initiatives competitive and compliant.
* Regularly review and update training materials and methods to meet evolving industry needs.
* Use data and feedback to continuously improve training programs and staff development.
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