Senior Manager managing music royalties and finance processes for Warner Bros. Discovery. Overseeing a team and ensuring compliance with contractual terms and internal controls.
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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