Financial Planning Training Manager
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Job Location:
Manchester - UK
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
About the role...
At Cooper Parry Wealth we want to be the best. Were a mould-breaking bold decision-making award-taking team.
Sitting within our administrative team this role is central to shaping the future for new starters by training developing and engaging through our Early Careers Academy while also supporting the ongoing growth of existing team members. Working in close partnership with the Head of Client Services and our Technical & Training Senior you will identify training needs and deliver programs that enable the team to consistently provide an exceptional client experience.
Youre ultimately building the next generation of talent and contributing to the long-term success of the business. Acting as a role model you will embed our culture and values drive consistency across offices and champion operational excellence. Youll get stuck into:
- Designing and delivering structured training & development programs induction plans and learning content tailored for early-career professionals as well as our experienced team members
- Providing hands-on line management including regular 1:1s as well as providing mentoring coaching and guidance to junior team members fostering a collaborative learning environment
- Supporting acquisition integrations by onboarding team members aligning processes and ensuring a smooth transition
- Supporting initiatives that simplify operations improve efficiency and ensure consistency across all locations
- Creating an environment where team members feel supported motivated and aligned with our values
At the core of this role youll be the linchpin to ensuring our people have the skills tools and confidence to deliver outstanding client experiences. Youll be the driving force of operational excellence and strengthening our business as we continue to scale.
About you...
As a Financial Planning Training Manager you should be able to work under pressure meeting deadlines to ensure the smooth running of training delivery. Your communication and presentation skills will be on point. Youll inspire confidence with your constructive feedback and know how to cultivate nurture and motivate. Youll need:
- Proven experience in training delivery coaching or mentoring ideally within a Wealth Client Services or Financial Planning environment
- Strong understanding of Client Services processes systems and regulatory requirements
- Ability to simplify complex processes for junior team members
- Strong organisational skills with the ability to manage multiple priorities and deadlines
- Strong proficiency in Microsoft Office and collaboration tools (e.g. SharePoint Teams)
- Ability to design scalable repeatable training content using technology-based solutions
- Proactive organised and passionate about developing talent
About us...
At Cooper Parry Wealth were a mould-breaking bold decision-making award-taking team. Weve flipped the traditional wealth management model on its head. Quite simply we realised its broken and ineffective.
Thats why weve made the bold decision to do things differently. Weve combined a melting pot of backgrounds skillsets and generations. Were renowned for being an incredible place to work learn and grow; an environment where our people are happy engaged and playing to their strengths every day.
Check out our recent achievements:
- New Model Advisors Top 100 firm in the UK
- BecameB CorpCertifiedin 2023 measuring and improving our impact beyond business for a brighter tomorrow
- No.30 Best Large Companyto Work For in the UK & achieved 5 awards at theInspiring Workplace Awardsin 2025: winner in the Large Business category and best in class for inspiring People & Culture Wellbeing Inclusion and Employee Experience
Whats in it for you
Our people are the beating heart of our culture. We know that if you love working here and youre given the trust and autonomy to work in a way that best suits you youll produce amazing results.
Thats why we offer things like:
- A flexible approach to work - balancing working from home in office or with clients
- Support with career growth and qualifications
- A generous holiday entitlement
- An enhanced parental leave policy
- An enhanced pension scheme
- No dress code just wear something!
- A multi-award-winning wellbeing offering to support your physical mental spiritual and financial health
- Volunteering opportunities to work closer with local communities and charities
- Cooper Parry social/sports clubs
Feeling supported and welcomed is such a big part of bringing your whole self to work. As an equal opportunities employer well work with you to ensure you have everything you need to develop your skills and achieve your best.
Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.
For the attention of agencies - unsolicited CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.
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Required Experience:
Manager
Key Skills
- Internal Audit
- Financial Services
- Financial Performance
- Variance Analysis
- Journal Entries
- Account Management
- ACH
- Customer Accounts
- General Ledger Accounts
- Payroll
- Customer Relationships
- Financial Statements
- Annual Reports
About Company
We're about fast, sustainable, entrepreneurial growth with specialisms across audit, tax, transactions and personal wealth to make it happen.
