Job description
The Opportunity
IDEX are partnered with a fast-growing, PE-backed wealth management firm expanding rapidly through acquisition. As they scale, they're are investing heavily in the development, performance and long-term success of their Advisers.
Our client are now seeking a Head of Learning & Development/Adviser Training to design, lead and embed a best-in-class Adviser training framework across the business. This is a highly influential role, shaping the Adviser journey from entry-level through to Chartered Planner, while helping Advisers transition from service-led client books to sustainable, growth-focused practices.
Key Responsibilities
- Design and own the end-to-end Adviser training strategy across the firm
- Build structured Adviser training pathways, including:
- New entrant/Trainee Advisers
- Level 4 qualified Advisers
- Chartered Financial Planners
- Define the training journey, competencies and milestones at each career stage
- Develop scalable training modules covering:
- Technical capability
- Regulatory standards
- Client outcomes
- Commercial skills and business development
- Support Advisers inheriting established client banks to:
- Deliver excellent ongoing service
- Develop a growth and "hunter" mindset
- Build sustainable, profitable client portfolios
- Work closely with senior stakeholders, Hub leaders and Advisers across the network
- Ensure training is consistent, measurable and aligned with business objectives
- Use MI to track progress, effectiveness and Adviser outcomes
About You
- Proven experience in Adviser training, L&D or capability development within wealth management, IFA or professional services
- Strong understanding of:
- Adviser qualification pathways (entry-level to Chartered)
- FCA expectations and regulatory standards
- Adviser productivity, client segmentation and growth strategies
- Commercially minded, with the ability to shift advisers from purely service-driven to growth-oriented
- Credible senior leader, comfortable influencing experienced Advisers and stakeholder
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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.
