Learning & Development Manager – Financial Planning


Hybrid (2 days/week in local office + occasional travel) | Full-Time, Permanent | up to £60,000 base + £5,000 car allowance

Be the driving force behind high-performing Financial Planners at one of the UK’s most progressive and fast-growing advice businesses.
Company Overview

This is a unique opportunity to join a modern, fast-scaling financial planning group that’s reshaping how advice is delivered. With a focus on goals-based planning, integrated cashflow modelling, and adviser-first technology, the firm empowers clients and advisers alike. The business is undergoing significant growth through a combination of organic development and strategic acquisitions, backed by experienced investors in the financial services sector. The culture is collaborative, development-led, and performance-focused — with a strong emphasis on consistent, high-quality advice delivery across the organisation.
Responsibilities

As Learning & Development Manager – Financial Planning, you will play a pivotal role in embedding excellence and continuous improvement into the adviser journey. You’ll design and deliver engaging training sessions (face-to-face, webinar, e-learning) to enhance Financial Planner and support staff capabilities. Conduct structured 1:1 coaching sessions with advisers, providing feedback and guidance on both technical and soft skill development. Collaborate cross-functionally with Distribution, Risk & Compliance, and Operations to align training with business and regulatory needs. Analyse performance data to identify trends and opportunities for improvement. Champion a culture of continuous learning through peer-to-peer learning sessions and knowledge sharing forums. Lead training support during integration of new advisers and acquisitions. Assess adviser competency across advice quality, client engagement, cashflow modelling, and regulatory standards.
Requirements

To thrive in this role, you’ll bring: Diploma in Financial Planning (Level 4 minimum; J07 desirable). Proven experience in a financial advice, wealth management, or IFA environment. Strong track record in delivering adviser training, coaching, and performance support. Comfortable using data to assess trends and develop targeted learning interventions. Understanding of FCA regulatory standards, including consumer duty. Excellent communication skills and ability to influence across departments.
Salary & Benefits

Up to £60,000 base salary (depending on experience)

£5000 Car allowance

Hybrid working model (2 days/week in local office)

Additional travel (approx. 10%) for planner meetings and team events

Supportive, collaborative culture with focus on progression

Join a growing, values-led firm with long-term vision and strong investment backing
Location & Work Pattern

Hybrid role: 2 days/week in your local office

Travel: Approx. 10% – monthly adviser meetups + quarterly team offsites
How to Apply

Ready to shape the next generation of financial planners and embed excellence at scale?

Apply now with your CV and a short note outlining your coaching and development experience in the financial advice space.