In brief
This training associate role manages the development of financial advisers, paraplanners, and support staff through blended learning initiatives. The work involves mastering core wealth management systems, conducting training sessions for new hires and acquired teams, and designing engaging content to ensure staff follow compliant workflows and operational standards.
Non-negotiable
3–5+ years of experience in financial planning required.
What you need
Required
Financial planning
3-5+ years
Training delivery
Clearly required in the listing
Mentoring
Clearly required in the listing
Coaching
Clearly required in the listing
Needs analysis
Clearly required in the listing
Instructional design
Clearly required in the listing
SOP drafting
Clearly required in the listing
Communication
Strongly implied by the listing
LMS
Clearly stated in the job description.
Preferred
Level 4 Diploma
Strongly implied by the listing
Curo
Clearly stated in the job description.
OneView
Clearly stated in the job description.
Wobi
Clearly stated in the job description.
Your day-to-day
Deliver blended training sessions
Clearly stated in the job description.
Act as system expert
Clearly stated in the job description.
Support business acquisitions
Clearly stated in the job description.
Design learning content
Clearly stated in the job description.
Experience expected
Level
Mid-level
Based on what the listing states
Years of experience
Not stated
No clear years requirement found
Evidence from the listing
Experience level
“What You’ll Bring Industry Experience: 3–5+ years in Financial Planning (paraplanning or planning support background strongly preferred).”
Full job description (from employer)⌄
I am working with an organisation that is on a mission to reshape how people experience their wealth, turning financial goals into peace of mind and eliminating anxiety. Managing and advising on over £12 billion in client assets, they are an award-winning, independent financial planning firm that puts people, culture, and excellence at the heart of everything they do. They are growing fast, both organically and through strategic acquisitions and we are looking for an energetic, tech-savvy Training Associate to join our team. The Opportunity As Training Associate, you will onboard, train, and upskill our Financial Advisers, Paraplanners, and Client Support staff. You’ll be the key driver ensuring our teams master core tech platforms, follow compliant workflows, and deliver a best-in-class client experience. Key Highlights: Lead Training: Deliver high-impact, blended learning (face-to-face and remote) for new hires, existing staff, and newly acquired teams. Be the System Expert: Act as the super-user and trainer for core wealth management platforms and CRMs (e.g., Curo, OneView, Wobi). Drive Acquisitions: Conduct discovery at newly acquired firms to seamlessly integrate their people and processes. Build & Innovate: Conduct needs analysis, design engaging LMS content, and draft standard operating procedures (SOPs) alongside our Quality team. What You’ll Bring Industry Experience: 3–5+ years in Financial Planning (paraplanning or planning support background strongly preferred). Training Mastery: Proven track record delivering training/ Mentoring or Coaching across financial systems and operational processes. Tech-Fluency: High familiarity with wealth management CRMs and LMS platforms. Qualifications: Level 4 Diploma (DipFA/DipPFS) is desirable, but strong practical operational expertise is prioritised. The Vibe: High patience, clear jargon-free communication, exceptional initiative, and a genuine passion for seeing people grow. Why Apply? Join a high-growth, culture-first firm with a clear, people-focused purpose. Play a central role in high-profile business acquisitions and strategic initiatives. Enjoy a collaborative, supportive workplace where your contribution makes a direct impact. Ready to help shape the future of wealth management training? Apply now with your CV
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Note
We generate this analysis from the job description. The listing may have changed since then, or the analysis may not be fully accurate — always check the original posting before applying.