Adviser Training And Transition Manager

Schroders

National, United Kingdom
Up to £70,000 py
**
Wealth management training delivery
Coaching financial advisers
Facilitating virtual and face-to-face training
** Schroders is seeking an Adviser Training and Transition Manager to enhance the training experience for financial advisers, ensuring they are well-prepared and supported during their onboarding and transition phases. The role involves delivering training sessions, providing hands-on support, and collaborating with the Learning & Development team to improve training programs. **

Job Summary

  • Equip financial advisers for success through classroom and practical support, focusing on delivering and facilitating engaging learning experiences.
  • Provide hands-on coaching, system guidance, and performance feedback to new starters, acting as a key link between induction and on-the-job success.
  • Schroders offers a generous benefits package including 30 days holiday, private medical insurance, company pension contribution, and a flexible cash allowance.

Matching Summary

Match Score: 75

** Schroders is seeking an Adviser Training and Transition Manager to enhance the training experience for financial advisers, ensuring they are well-prepared and supported during their onboarding and transition phases. The role involves delivering training sessions, providing hands-on support, and collaborating with the Learning & Development team to improve training programs. **

Salary

Up to £70,000

Skills & Requirements

Must-have

  • Wealth Management training delivery
  • Coaching financial advisers
  • Facilitating virtual and face-to-face training
  • Supporting adviser transition and onboarding
  • Analyzing trends and providing feedback

Nice-to-have

  • Promoting professionalism and client-centricity
  • Role-modeling company values
  • Encouraging a growth mindset

Key Requirements

  • Level 4 (Financial Planning) qualification
  • Experience in Wealth Management training
  • Experience coaching early-career advisers
  • Coaching qualification desirable
  • Chartered status desirable

Work Rights

Not specified

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