The Learning & Development (L&D) Manager is responsible for designing, implementing, and evaluating learning strategies that build organisational capability, support leadership excellence, and foster a culture of continuous development. This role will lead key training programmes including leadership development, graduate onboarding, job-specific skills training, behavioural skills, regulatory training, and initiatives to prepare the organisation for AI-driven transformation. The L&D Manager will partner closely with HR Business Partners, business leaders, and subject matter experts to identify learning needs and deliver high-impact development solutions across all levels.
Key Responsibilities
Leadership & Management Development
Design and deliver leadership training programmes for emerging, new, and experienced managers.
Oversee Team Leader Training initiatives including coaching skills, performance management, communication, and employee engagement.
Implement psychometric profiling tools (e.g., DISC) to enhance self-awareness and leadership effectiveness.
Early Careers & Talent Development
Manage the Graduate Academy, ensuring structured learning pathways, rotations, and assessments.
Lead the growth and maintenance of the FPE Academy (or equivalent functional development path).
Coordinate mentorship, coaching, and buddy programmes to support career success.
Core Learning Programmes
Develop and deliver soft skill training (communication, critical thinking, problem-solving, teamwork, etc.).
Manage and refresh cultural training programmes, strengthening organisational values and inclusivity.
Deliver effective induction and onboarding programmes for all new employees.
Mandatory & Regulatory Training
Oversee annual mandatory compliance training including AML, Cybersecurity, Data Protection, Health & Safety, Code of Conduct, etc.
Track completion rates, ensure audit readiness, and coordinate with compliance stakeholders.
Sales & Job-Specific Skills Training
Partner with Sales leadership to design training programmes for sales capability, product knowledge, negotiation, and client engagement.
Work with department heads to assess job skill gaps and create targeted upskilling pathways.
Coordinate and support skill specialists to deliver training programmes
HR Business Partner (HRBP) Enablement
Facilitate HRBP workshops focusing on strategic HR capabilities, talent coaching, workforce planning, and business partnering excellence.
Assessment & Certification Processes
Manage and monitor exam processes, assessments, and training-related sign-off procedures.
Maintain training records, competency frameworks, and compliance documentation.
AI Readiness & Digital Learning Transformation
Lead organisational initiatives to prepare employees to embrace AI-enabled ways of working.
Build training programmes focused on AI literacy, prompt engineering, digital fluency, and human-AI collaboration skills.
Support integration of AI tools within learning platforms and content creation.
Programme Evaluation & Learning Analytics
Continuously improve programmes through evaluation, learner feedback, and data insights.
Track KPIs such as skills uplift, leadership pipeline growth, employee engagement, and capability metrics.
Stakeholder Management
Partner with internal stakeholders to align L&D initiatives with business strategy.
Source and manage external training providers, consultants, and accreditation bodies.
Key Skills & Competencies
Strong knowledge of learning strategy, adult learning principles, and instructional design.
Facilitation and presentation excellence, both in-person and virtual.
Experience with leadership development and behavioural training.
Ability to build learning pathways and competency frameworks.
Data-driven mindset with experience using learning analytics tools.
Understanding of psychometric tools (DISC, MBTI, Insights, etc.).
Strong stakeholder management and influencing skills.
Familiarity with AI learning trends, digital learning platforms, and modern HR tech.
Qualifications
Bachelor's degree in HR, Education, Psychology, Business, or a related field.
Professional certifications in L&D, coaching, or leadership development (e.g., CIPD, ATD, ILM) preferred.
Experience in managing organisation-wide training programmes, academies, or leadership pipelines.
Experience with LMS/LXP platforms, digital content creation tools, and AI learning tools.

The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts to provide wealth management, financial planning solutions and independent financial advice.
We offer tailored planning across a breadth of sectors and services, including:
• Personal Financial Planning
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• Expert / Professional Witness Cases
• Clinical Negligence / Catastrophic Personal Injury Planning
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• UK & Specialist Pension Planning
• Investment Portfolio Management
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• Tax, Estate and Inheritance Tax (IHT) Planning
• Charity Investment Management
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Our team of independent financial advisers specialise in helping clients create, sustain, protect and grow wealth. In October 2016 The Private Office acquired PQR Financial Planning strengthening its London presence. We are also in the process of establishing a permanent presence in Bath.
The Private Office is, and always has been, fully independent. This means that we operate without restriction and without bias or affiliation to any product or provider on the market.
For further information about the firm please visit our website www.theprivateoffice.com or contact us on 0333 323 9060.
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