Vice President of Finance leading financial strategy for The Dallas Morning News and Medium Giant. Influencing growth and operational excellence for two iconic brands in media and marketing.
About the role
- Senior Training & Development Manager in Financial Planning at Atomos. Driving development across multiple offices to enhance competence and improve advice quality.
Responsibilities
- Coach, supervise, and challenge Financial Planners to help them grow, capturing clear and accurate supervisory records.
- Use your Financial Planning experience to assess suitability, improve advice delivery, and embed consistent quality standards.
- Plan and deliver training programmes that respond to needs and drive measurable improvements.
- Operate as a mobile team member, travelling to offices to build relationships and understand how to support Financial Planners on the ground.
- Analyse KPIs, Key Risk Indicators, and MI to identify risks, trends, and opportunities for targeted development.
- Lead onboarding and early development for new Financial Planners and Portfolio Managers.
- Work closely with Heads of Office, T&C, Advice Quality, Paraplanning, and Compliance to support Adviser development.
Requirements
- Experience as a Financial Planner or strong, practical knowledge of financial planning processes.
- Proven ability to supervise, coach, and challenge advisers constructively.
- L4 Diploma qualified - JO7 or similar supervisory qualification is a bonus.
- Strong understanding of products, services, and the wider advice landscape.
- Comfortable with weekly travel to regional offices.
- Up-to-date regulatory and legislative knowledge.
Benefits
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
- Agile working environment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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