Technical Training Manager Wealth Management

London - UK

Monthly Salary: £ 35000 - 45000

Posted on: 5 hours ago

Vacancies: 1 Vacancy

Job Summary

Technical Training Manager Wealth Management

Learning & Capability Financial Services
Location: Central London (Hybrid working)
Salary: 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

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

Technical Training Manager Wealth Management Learning & Capability Financial Services Location: Central London (Hybrid working) Salary: DOE Contract: Full-time The Role This is a hands-on technical training leadership role within a growing wealth management environment. The business is strengthen...