Training & Development Manager

Hybrid – 3 days in our London office

⏰ Full-time

Are you an experienced paraplanner or financial services professional who loves developing people as much as delivering technical excellence?

We’re looking for a Training & Development Manager to shape how learning, capability, and standards evolve across our growing IFA practice.

This is not a back-office training role.

This is about influencing standards, driving technical excellence, and playing a visible role in how our people perform, progress, and succeed.

About Us

We’re entrepreneurial, collaborative, and constantly evolving. We work hard, celebrate success, and genuinely support one another — but above all, we care deeply about doing things properly.

As we continue to grow, we’re investing in structured development, regulatory excellence, and continuous improvement. This role offers the opportunity to embed high-quality training, strengthen technical capability, and help shape the next stage of our journey.

The Opportunity

You’ll take ownership of training and competency across our PSS team, ensuring technical confidence, regulatory accuracy, and consistent standards.

Using your paraplanning experience within a financial advice / IFA environment, you’ll:

• Embed real-world best practice
• Strengthen technical quality and documentation standards
• Support accreditation and regulatory requirements
• Influence how new systems, processes, and regulatory changes are rolled out

Working closely with our Senior Operations & Technology Manager and Head of People & Operations, you’ll help shape how our firm learns and grows as we scale.

This is a pivotal hire with real autonomy, real visibility, and real impact.

What You’ll Be Responsible For

• Leading the training, development, and competency framework for all PSS staff
• Maintaining and evolving the PSS Skills Matrix to identify development needs
• Reviewing technical work for accuracy, quality, and learning opportunities
• Designing and delivering structured onboarding programmes
• Creating and maintaining training materials and procedural frameworks
• Supporting system and process rollouts (including Salesforce) with full training delivery
• Supporting accreditation and Consumer Duty training compliance
• Delivering updates and training sessions at company meetings
• Coaching individuals through performance or competency improvement plans
• Monitoring Quality of Documentation (QOD) and case standards
• Providing additional operational support where required

What We’re Looking For

This role would suit someone who:

• Has 3+ years’ experience in training, coaching, or developing teams
• Brings strong paraplanning knowledge within financial services / IFA
• Can confidently review technical work and uphold regulatory standards
• Understands Consumer Duty and compliance training requirements
• Has experience designing and delivering structured training programmes
• Is confident communicating at all levels
• Enjoys mentoring, coaching, and helping others build confidence

Desirable:

• Salesforce or CRM system experience
• Experience supporting system rollouts or operational improvements
• Exposure to practice management systems
• Experience presenting in team or company-wide forums

Why Join Us?

We combine high performance with a genuinely people-first culture.

✨ Competitive pension

✨ Private Medical Insurance

✨ Employee Assistance Programme

✨ 21 days holiday + annual accrual

✨ Monthly “Family Friday” early finish

✨ Daily office breakfast

✨ Regular team socials

All roles are subject to standard financial and identity checks.

If you’re passionate about raising standards, building technical excellence, and developing people within a growing IFA environment — we’d love to hear from you.