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Wealth Management Learning Designer and Trainer

United Kingdom, London · Job Posted July 03, 2026
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Job Description

We are looking for a Learning Designer and Trainer to support Planning and Advice within Wealth Management. In this role, you will design, coordinate and deliver structured induction and training programmes that help new Advisors build the knowledge, confidence and behaviours they need to become effective quickly and consistently.

Job Responsibility

  • Coordinate induction activities across business, training and subject matter expert stakeholders
  • Ensure new joiners are equipped with the required knowledge, tools and behaviours to succeed in their roles
  • Support a consistent and high-quality induction experience across multiple cohorts
  • Use learner feedback, management information and quality assurance insights to identify opportunities to improve induction content and delivery
  • Contribute to reducing time to competence by continuously improving induction structure, content and learner support
  • Partner with business leaders to embed learning beyond induction and support ongoing colleague development
  • Scope, design and maintain induction learning content in collaboration with subject matter experts
  • Own learning operations and governance, ensuring induction delivery is controlled, auditable and aligned to regulatory and internal learning standards

Requirements

  • Programme coordination and stakeholder management: Coordinating end-to-end induction activity across multiple stakeholders, including managing plans, dependencies, communications, risks and issues
  • Learning design and content development: Designing role-based learning for advice colleagues and partnering with subject matter experts to translate policy, process and technical content into practical learning materials
  • Training delivery and cohort consistency: Delivering engaging training, both virtually and in person, while maintaining consistent standards and learner experience across cohorts
  • Readiness and time to competence: Building induction programmes that equip new joiners with knowledge, tools and behaviours, using milestones and checkpoints to accelerate competence
  • Continuous improvement and governance: Using feedback, management information and quality assurance insights to improve induction, while maintaining controls, approvals and auditable training records to required standards

Nice to have

  • Clear, confident communication, including the ability to deliver sensitive messages in a professional way
  • A data-driven mindset, with the ability to use management information and insight to improve learning outcomes
  • Strong risk and controls awareness, with a disciplined approach to governance

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