Adviser Training & Transition Manager
Job description
Original text imported from Reed
The Opportunity
This is a unique opportunity to play a key role in shaping the success of a national adviser population-supporting individuals from day one through to confident, high-performing Advisers.
You'll be at the heart of both training delivery and real-world performance, bridging the gap between classroom learning and on-the-job success. From leading engaging training sessions to coaching Advisers as they embed into the business, your impact will be visible from the very start.
If you enjoy a varied role where no two days are the same-combining facilitation, coaching and continuous improvement-this is a fantastic opportunity to make a real difference.
What You'll Be Doing
- Delivering engaging training across induction, soft skills, technical advice and systems (virtually and face-to-face)
- Supporting Advisers pre- and post-induction to ensure they are confident, prepared and set up for success
- Coaching Advisers in real time-listening to calls, providing feedback and supporting development
- Acting as a key link between training and performance, identifying trends and feeding back into programme improvements
- Supporting Advisers through their transition into the business, particularly at early/pre-CAS stages
- Collaborating with learning & development and wider business teams to continuously enhance the training offering
What We're Looking For
- Strong experience delivering training within wealth management or finanical planning
- Level 4 diploma (essential), with Chartered status desirable
- Experience coaching or supporting Advisers, ideally early in their careers
- Confident facilitator across both technical and soft skills training
- A proactive, supportive approach with a genuine passion for developing others
- Comfortable balancing structured delivery with hands-on, one-to-one support
Why Join
This role offers the chance to be part of a business that is genuinely focused on improving access to high-quality financial advice and making a meaningful difference to clients' lives.
You'll have the autonomy to shape how Advisers develop, while being supported by a collaborative learning & development function and a wider business invested in long-term success.
Benefits
- 30 days holiday + bank holidays, with option to buy/sell up to 5 days
- Private medical insurance, life cover & health screening
- Pension contribution up to 15% matched
- Flexible cash allowance to tailor benefits (e.g. dental, gym, additional leave)
- Bonus scheme (post-probation)
- Access to financial advice
- Flexible & hybrid working options
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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.
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your Level 4 diploma prominently as this is marked as essential in the advert
📊 Quantify your training impact: "Delivered induction training to 45 new advisers with 92% pass rate"
🎯 Emphasise wealth management or financial planning experience as the advert specifically seeks this sector background
🤝 Showcase coaching experience with early-career advisers as this is a key requirement for supporting pre-CAS transitions
🌐 Demonstrate both virtual and face-to-face training delivery capabilities as the role requires both formats
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Delivered comprehensive induction training to 85 new financial advisers across 12 months, achieving 94% completion rate and reducing time-to-competency by 3 weeks
- •Coached 25 advisers through CAS transition stages using real-time call monitoring, resulting in 88% first-time pass rate for regulatory assessments
- •Redesigned wealth management training programme incorporating virtual delivery methods, increasing engagement scores from 72% to 91% across 6 training modules
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Letter preview — tailored to IDEX Consulting Ltd
Dear Hiring Manager,
IDEX Consulting's focus on improving access to high-quality financial advice aligns perfectly with my career in adviser development, which is why I am applying for the Adviser Training & Transition Manager position. My Level 4 diploma and wealth management training experience position me well to support advisers from induction through their CAS transition stages.
My background in financial services training has equipped me with the facilitation and coaching skills needed to bridge the gap between classroom learning and real-world performance. I have successfully delivered both virtual and face-to-face training programmes whilst providing ongoing coaching support to early-career advisers.
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Interview questions
10 questions generated from this advert.
Technical
- ›How would you structure an induction programme for new financial advisers entering wealth management?
- ›What approach would you take to coach an adviser struggling with CAS requirements?
- ›How do you ensure training content remains current with FCA regulations and industry changes?
- ›Describe your experience with virtual training platforms and engagement techniques
- ›How would you identify performance gaps between training delivery and real-world adviser performance?
Behavioural
- ›Tell me about a time you had to adapt your training style for different learning preferences
- ›Describe a situation where you had to provide difficult feedback to an underperforming trainee
- ›Give an example of how you've improved a training programme based on feedback or performance data
- ›Tell me about a time you successfully supported someone through a challenging transition period
- ›Describe how you've collaborated with other departments to enhance learning outcomes
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time you had to adapt your training style for different learning preferences
Give an example of how you've improved a training programme based on feedback or performance data