Wealth Management jobs in Iver Heath

Job Title: Training and Development Manager

Location: London

Basic Salary: Up to £45,000

Hours: Mon - Fri, 8.30am - 5.30pm

About our client and the role:

Swarm Recruitment are pleased to be supporting a well-established financial services firm specialising in wealth management, financial education, and tailored advisory solutions. They empower clients through expert guidance and personalised support, helping them make informed financial decisions and achieve long-term financial goals. As the business continues to expand, there is a renewed focus on structured training, professional development, and continuous improvement. This role offers the opportunity to embed high-quality training, strengthen technical expertise, and foster a culture of ongoing development throughout the organisation.

As the Training and Development Manager, you will take ownership of training and development for all Practice Support Staff, shaping how people learn, grow and perform as the organisation scales. The role involves designing and delivering high-quality training programmes that build technical capability, confidence, and consistency, while embedding best practice, strong standards, and regulatory excellence. Working closely with senior leadership, you will also play a key role in supporting the implementation and adoption of new processes, systems, and regulatory changes across the business.

This is an excellent opportunity if you are passionate about training and developing people, with a strong desire to motivate, inspire, and enable others to reach their full potential.

Salary & Benefits:

• £35,000 to £45,000 depending on experience
• Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools
• 21 days holiday + 3 extra days off between Christmas and New Year. On top of that:
• 12 half-days off for‘Family Friday’, which happens on the last Friday of the month
• 4 half days for our quarterly practice meetings
• Half a day for our annual summer BBQ
• Half a day for our Christmas Party
• 1 additional day for each year of service (max 7 days)
• Bonus scheme
• Competitive pension scheme
• Access to funded Private Medical Insurance
• Daily breakfast in the office
• Team and company-wide social events
• Charity event

Working Hours:

• Mon - Fri, 8.30am - 4.30pm (1hr for lunch)
• 4 days within the office and 1 working from home - further flexibility for the right candidate and based on business needs

Responsibilities:

• Lead the training, development, and competency of all Practice Support Staff.
• Maintain, review, and quality-check the PSS Skills Matrix to identify training needs and upskill opportunities.
• Apply paraplanning knowledge to review work for technical accuracy, learning, and progression.
• Design, deliver, and coordinate onboarding and structured training programs for new starters.
• Develop, maintain, and deliver training materials, processes, and procedural frameworks.
• Collaborate with the Senior Management on new processes and systems, including training creation, delivery, and post-implementation checks.
• Liaise with SJP to implement new training materials and identify efficiencies and development opportunities.
• Support staff towards SJP accreditation and ensure compliance Communicate updates from Partners, PSS, and Salesforce; deliver training at company meetings and weekly forums.
• Identify performance issues, supporting improvement plans through coaching and development.
• Monitor Quality of Documentation (QOD), follow up on cases.
• Provide additional operational support as requested by the Head of People & Operations.

Skills and experience:

• 3+ years’ experience in training and development, including designing and delivering programs for individuals and teams
• Training, coaching and mentoring experience, in a financial service or paraplanning environment.
• Excellent paraplanning knowledge with the ability to review and quality-check technical work.
• Previous exposure to practice management systems and process rollouts.
• Ability to assess competencies and identify training/upskilling needs.
• Experience in onboarding and structured training program delivery.
• Proficiency in developing and maintaining training materials, processes, and procedural frameworks.
• Strong collaboration skills to work with a variety of internal and external stakeholders.
• Ability to communicate effectively, including delivering updates and training sessions.
• Competence in monitoring performance and supporting improvement plans.
• Awareness of regulatory requirements and ability to implement related training.

By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

Job Types: Full-time, Permanent

Pay: £35,000.00-£45,000.00 per year

Benefits:

• Company events
• Company pension
• Private medical insurance

Experience:

• working within a SJP Wealth Management Firm: 2 years (required)

Work Location: In person