Financial Planning Training Manager

About The Role...

At Cooper Parry Wealth, we want to be the best. We’re a mould-breaking, bold decision-making, award-taking team.

Sitting within our administrative team, this role is central to shaping the future for new starters by training, developing, and engaging through our Early Careers Academy, while also supporting the ongoing growth of existing team members. Working in close partnership with the Head of Client Services and our Technical & Training Senior, you will identify training needs and deliver programs that enable the team to consistently provide an exceptional client experience.

Role

You’re ultimately building the next generation of talent and contributing to the long-term success of the business. Acting as a role model, you will embed our culture and values, drive consistency across offices, and champion operational excellence. You’ll get stuck into:

• Designing and delivering structured training & development programs, induction plans, and learning content tailored for early-career professionals, as well as our experienced team members
• Providing hands-on line management, including regular 1:1’s as well as providing mentoring, coaching and guidance to junior team members, fostering a collaborative learning environment

Supporting acquisition integrations, by onboarding team members, aligning processes, and ensuring a smooth transition

Supporting initiatives that simplify operations, improve efficiency, and ensure consistency across all locations

Creating an environment where team members feel supported, motivated, and aligned with our values

At the core of this role, you’ll be the linchpin to ensuring our people have the skills, tools and confidence to deliver outstanding client experiences. You’ll be the driving force of operational excellence and strengthening our business as we continue to scale.

About You...

As a Financial Planning Training Manager, you should be able to work under pressure, meeting deadlines to ensure the smooth running of training delivery. Your communication and presentation skills will be on point. You’ll inspire confidence with your constructive feedback and know how to cultivate, nurture and motivate. You’ll need:

• Proven experience in training delivery, coaching, or mentoring, ideally within a Wealth Client Services or Financial Planning environment
• Strong understanding of Client Services processes, systems, and regulatory requirements

Ability to simplify complex processes for junior team members

Strong organisational skills with the ability to manage multiple priorities and deadlines

Strong proficiency in Microsoft Office and collaboration tools (e.g., SharePoint, Teams)

Ability to design scalable, repeatable training content using technology-based solutions

Proactive, organised, and passionate about developing talent

About Us...

At Cooper Parry Wealth we’re a mould-breaking, bold decision-making, award-taking team. We’ve flipped the traditional wealth management model on its head. Quite simply, we realised it’s broken and ineffective.

That’s why we’ve made the bold decision to do things differently. We’ve combined a melting pot of backgrounds, skillsets and generations. We’re renowned for being an incredible place to work, learn, and grow; an environment where our people are happy, engaged, and playing to their strengths every day.

Check Out Our Recent Achievements

• New Model Advisors Top 100 firm in the UK
• Became B Corp Certified in 2023, measuring and improving our impact beyond business for a brighter tomorrow

No.30 Best Large Company to Work For in the UK & achieved 5 awards at the Inspiring Workplace Awards in 2025: winner in the Large Business category and best in class for inspiring People & Culture, Wellbeing, Inclusion and Employee Experience

What's in it for you?

Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results.

That’s Why We Offer Things Like

• A flexible approach to work - balancing working from home, in office or with clients
• Support with career growth and qualifications
• A generous holiday entitlement
• An enhanced parental leave policy
• An enhanced pension scheme
• No dress code – just “wear something!”
• A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
• Volunteering opportunities to work closer with local communities and charities
• Cooper Parry social/sports clubs
  
  

Feeling supported and welcomed is such a big part of bringing your whole self to work. As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best.

Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/a

ccommodations during your application process.

For the attention of agencies - unsolicited CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.