The Opportunity

This is a unique opportunity to play a key role in shaping the success of a national adviser population-supporting individuals from day one through to confident, high-performing Advisers.
You’ll be at the heart of both training delivery and real-world performance, bridging the gap between classroom learning and on-the-job success. From leading engaging training sessions to coaching Advisers as they embed into the business, your impact will be visible from the very start.
If you enjoy a varied role where no two days are the same-combining facilitation, coaching and continuous improvement-this is a fantastic opportunity to make a real difference.

What You’ll Be Doing

*Delivering engaging training across induction, soft skills, technical advice and systems (virtually and face-to-face)
*Supporting Advisers pre- and post-induction to ensure they are confident, prepared and set up for success
*Coaching Advisers in real time-listening to calls, providing feedback and supporting development
*Acting as a key link between training and performance, identifying trends and feeding back into programme improvements
*Supporting Advisers through their transition into the business, particularly at early/pre-CAS stages
*Collaborating with learning & development and wider business teams to continuously enhance the training offering
What We’re Looking For

*Strong experience delivering training within wealth management or finanical planning
*Level 4 diploma (essential), with Chartered status desirable
*Experience coaching or supporting Advisers, ideally early in their careers
*Confident facilitator across both technical and soft skills training
*A proactive, supportive approach with a genuine passion for developing others
*Comfortable balancing structured delivery with hands-on, one-to-one support
Why Join

This role offers the chance to be part of a business that is genuinely focused on improving access to high-quality financial advice and making a meaningful difference to clients’ lives.
You’ll have the autonomy to shape how Advisers develop, while being supported by a collaborative learning & development function and a wider business invested in long-term success.

Benefits

*30 days holiday + bank holidays, with option to buy/sell up to 5 days
*Private medical insurance, life cover & health screening
*Pension contribution up to 15% matched
*Flexible cash allowance to tailor benefits (e.g. dental, gym, additional leave)
*Bonus scheme (post-probation)
*Access to financial advice
*Flexible & hybrid working options








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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.