Hybrid Adviser Training and Transition Manager

at Schroders Personal Wealth

• Job title: Adviser Training and Transition Manager
• Job type: Full Time
• Experience level: Junior
• Salary: £70,000 per year
• Degree requirement: Professional Certificate
• Location requirements: Hybrid, Leeds, United Kingdom

About the role

• Adviser Training and Transition Manager facilitating training for financial advisers at Schroders Personal Wealth. Engaging learning experiences and hands-on support for new advisers in their roles.

Responsibilities

• Facilitate engaging and impactful training sessions across induction, soft skills, technical advice, process, and systems—both virtually and face-to-face.
• Deliver high-quality induction courses and ongoing development sessions that support advisers from onboarding through to competent adviser status.
• Willing to travel across the country to support training delivery.
• Engage advisers prior to induction to build foundational knowledge, confidence, and readiness.
• Provide early-stage coaching, including call structure, systems orientation, and expectation setting.
• Deliver structured and ad-hoc coaching through observation to accelerate capability.
• Capture and analyse trends, challenges, and adviser feedback from the field, using these insights to influence induction training and onboarding processes.
• Promote a culture of professionalism, client-centricity, and high performance throughout training and transition activities.

Requirements

• Strong experience in training delivery within Wealth Management.
• Level 4 (Financial Planning) qualification essential, Chartered status desirable.
• Experience of coaching or supporting financial advisers in early career or pre-CAS stages.
• Coaching qualification desirable.
• Excellent facilitation skills across induction, soft skills, technical, and systems training—both in-person and virtually.
• Strong coaching skills to support advisers one-to-one in the field.
• Confidence in observing, analysing, and providing feedback on adviser performance.
• Ability to support advisers with both technical and administrative aspects of their role.

Benefits

• Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
• Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
• Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
• Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
• Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)
• Financial Advice: Access to free financial advice to help secure your financial future.