Training and Development Advisor
Core
Coordinate end-to-end apprenticeship and Continuing Professional Development (CPD) processes, manage qualifications tracking, and support regulatory compliance for staff in a wealth management environment.
Role type
Training and Development Advisor (HR Operations)
Builds
Internal compliance records, training completion status, and regulatory attestations
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Apprenticeship administration, CPD management, regulatory compliance (CISI, FCA), HR systems proficiency, data management, analytical reporting, stakeholder coordination
Preferred skills
Wealth management industry experience, performance review support, mandatory training tracking
Technologies
Workday, Clever Nelly, Comply, Microsoft Office (Outlook, Excel, PowerPoint, Word)
Responsibilities
Coordinate apprenticeship processes and provider liaison; Administer CPD and CISI membership requirements; Maintain qualifications tracker and exam registrations; Support delivery of development actions from performance reviews; Track Fit and Proper forms and mandatory training completion; Deliver training sessions to interns; Administer training actions for new joiners and leavers
Seniority
Individual Contributor, operational level