Job description
Job Profile Summary
As an Adviser Training & Transition Manager, you will play a pivotal role in equipping our advisers to succeed-both in the classroom and in practice. You will be primarily responsible for delivering, facilitating, and enhancing engaging learning experiences for our adviser population, while also providing hands-on support as new starters embed into the business.
When not delivering formal training, you will work directly with advisers as they land in the business, helping them land smoothly into their roles by listening to calls, coaching, and offering practical guidance on systems and processes, and supporting their development. You will act as a key link between induction training and on-the-job performance, identifying trends and feeding back insights that influence future training design.
In addition, you may be required to support the wider Learning & Development team, in supporting the Adviser community in areas where skill-gaps exist.
Reporting into HR, you will be part of the Learning & Development team while also collaborating closely with the client office to ensure advisers are confident, competent, and set up for long-term success.
Key Responsibilities
Training Delivery and Facilitation
- Facilitate engaging and impactful training sessions across induction, soft skills, technical advice, process, and systems-both virtually and face-to-face
- Deliver high-quality induction courses and ongoing development sessions that support advisers from on-boarding through to competent adviser status
- Willing to travel across the country to support training delivery
Transition and On-boarding Support
- Provide hands-on coaching and guidance to new advisers during their pre-CAS stage, helping them embed into the business
- Listen to adviser calls and client interactions, providing constructive feedback and coaching to accelerate competence
- Assist advisers with the practical and administrative aspects of their role to support a smooth transition into the business
- Share insights and trends to inform the continuous improvement of induction programmes
- Capture and analyse trends, challenges, and adviser feedback from the field, using these insights to influence induction training and on-boarding processes
Culture & Professionalism
- Promote a culture of professionalism, client-centricity, and high performance throughout training and transition activities
- Role-model SPW values and encourage a growth mindset across the adviser population
Qualifications & Skills
Experience & Qualifications
- Strong experience in training delivery within financial services, ideally within Wealth Management
- Level 4 (Financial Planning) qualification essential, Chartered status desirable / Level 6
- Experience of coaching or supporting individuals in early career or pre-CAS stages
- Coaching qualification desirable
Training & Transition Expertise
- Excellent facilitation skills across induction, soft skills, technical, and systems training-both in-person and virtually
- Strong coaching skills to support advisers one-to-one in the field
- Confidence in observing, analysing, and providing feedback on adviser performance
- Ability to support advisers with both technical and administrative aspects of their role
Personal Attributes
- Strong planning, organisational, and time management skills
- A proactive and supportive approach, with a learner-first mindset
- Comfortable flexing between structured training delivery and individual adviser support
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
