Training and Development Specialist

Location: Remote, with occasional travel to our Newbury/Crowthorne offices

Hours: Full-time

Salary: Competitive salary plus benefits

Join Chester Rose as our Training & Development Specialist!

Are you passionate about developing people, supporting professional growth and maintaining high standards within financial services?

Chester Rose Financial Planning is looking for a Training & Development Specialist to join our Compliance Team. This is an important role supporting the on-boarding, supervision and ongoing development of our Financial Planners, Senior Managers and wider support teams.

You'll play a key part in ensuring our people have the knowledge, skills and support they need to succeed, while helping us maintain strong regulatory standards and a culture of continuous development.

What you'll be doing

You'll take the lead in coordinating and delivering training and competence activities across the business, including:

• Overseeing the on-boarding process and FCA registration for new Senior Managers, Financial Planners and, where applicable, support staff.
• Delivering engaging induction and compliance training, including role plays, coaching and constructive feedback.
• Designing and implementing tailored development plans and supervision strategies.
• Monitoring performance and maintaining accurate training records through our CPD platform.
• Supporting ongoing competency assessments and Fit & Proper certifications.
• Reviewing advice cases and providing developmental feedback where required.
• Supporting professional qualifications and progression towards Chartered status.
• Maintaining and developing the firm's Training & Competence scheme, policies and documentation.
• Producing meaningful reporting on training KPIs, competence and risk for relevant stakeholders.
• Supporting wider learning and development initiatives across the business.
• Building strong working relationships with colleagues and management teams to understand and respond to training and development needs.

What you'll bring

We're looking for someone who is proactive, approachable and confident in supporting people at all levels of the business. You'll ideally have:

• Proven experience in a Training & Competence, Learning & Development or supervisory role within financial services, ideally within a directly authorised IFA or network.
• A good understanding of FCA requirements, regulatory onboarding and compliance processes.
• Ideally, a Diploma-level financial planning qualification or be working towards completion.
• Confident training delivery, coaching and communication skills, with the ability to engage and develop people.
• A collaborative approach, with strong organisational skills and attention to detail.
• The ability to manage sensitive matters with professionalism, fairness and discretion.

Essential experience

Previous experience within the financial services sector is essential. You'll need a strong understanding of FCA rules, guidance and regulatory requirements, ideally with in-depth knowledge of compliance within a financial planning environment.

About Chester Rose

Chester Rose brings together independent Chartered financial planning practices who believe in more than just good advice – we believe in helping people bring their personal vision to life.

Every client is different. That's why we create tailored, structured financial plans designed to grow and protect wealth for today and future generations. We pride ourselves on our client-first culture, strong collaboration across teams and an unwavering commitment to quality and care.

Why join us?

• Be part of a high-calibre, values-led team committed to excellence and professional development.
• Play an important role in shaping training and competence across a growing financial planning business.
• Have the opportunity to influence and develop our approach to learning and development.
• Access opportunities for career progression as the business continues to grow.
• Work within a supportive and collaborative culture where your contribution genuinely matters.

Ready to make a difference?

If you're passionate about helping people develop and maintaining high professional standards, we'd love to hear from you. Apply now or get in touch for a confidential conversation.