Job Description

Technical Training Manager – Wealth Management

Learning & Capability | Financial Services
Location: Central London (Hybrid working)
Salary: £35,000–£45,000 DOE
Contract: Full-time

The Role

This is a hands-on technical training leadership role within a growing wealth management environment. The business is strengthening its approach to capability, quality and regulatory standards as it scales.

Youll own the design and delivery of structured technical training across a client support and paraplanning function, embedding best practice, strong quality standards and consistent ways of working. This is a visible, influential role that works closely with operational leadership to improve performance, confidence and regulatory alignment.

This is not a generic L&D position.

Its a practical, standards-driven role with real impact on technical quality and day-to-day performance.

The Opportunity

Youll shape how technical capability is developed across the business, building learning frameworks that support progression, quality and regulatory competence.

Working with senior operational stakeholders and people leaders, youll support the rollout of new processes, systems and regulatory changes, ensuring teams adopt new ways of working confidently and consistently. Youll have genuine autonomy to create training pathways, materials and development plans as the organisation continues to grow.

This role offers strong visibility and the chance to make a lasting impact on technical standards and professional development across the firm.

What Youll Be Doing

• Leading technical training, development and competency frameworks across paraplanning and client support teams
• Maintaining skills matrices and capability frameworks to identify development needs and progression routes
• Reviewing technical work to ensure quality standards and embed learning opportunities
• Designing and delivering structured onboarding programmes for new joiners
• Creating and maintaining training content, process documentation and learning resources
• Partnering with operational leaders on the rollout of new systems and processes, including training and post-implementation support
• Ensuring regulatory training requirements are met and consistently applied
• Delivering training sessions and updates at team forums and wider business meetings
• Identifying capability gaps and supporting improvement through coaching and development plans
• Monitoring quality standards and following up on outcomes
• Providing additional operational or people support where required

What Youll Bring

This role suits someone who enjoys developing others, raising technical standards and working closely with operational teams in a regulated wealth management environment.

Essential:

• 3+ years experience in training, learning & development, or technical coaching within financial services
• Strong technical knowledge of wealth management and paraplanning standards
• Experience reviewing technical work and embedding quality frameworks
• Ability to assess competencies and build structured development plans
• Experience designing and delivering onboarding and structured training programmes
• Strong communication and facilitation skills
• Confident working with senior stakeholders and cross-functional teams
• Understanding of regulatory training obligations in wealth management

Desirable:

• Experience supporting system or process change programmes
• Coaching and mentoring experience
• Familiarity with CRM or workflow platforms for training, reporting or quality monitoring
• Track record of identifying operational improvements and embedding change
• Comfortable presenting to larger groups

Whats On Offer

• £35,000–£45,000 base salary
• Hybrid working model (Central London)
• Pension scheme
• Private medical cover
• Employee wellbeing and support programme
• 21 days annual leave with incremental increases
• Monthly early-finish initiative
• Daily breakfast when office-based
• Regular team and company social events