L&D Consultant - Financial Services

Company : Ascot Lloyd

Job Description - L&D Consultant - Financial Services

Role title: Learning & Development Consultant

Reports to: Head of Learning & Skills Development

Location: London, Reading or Birmingham [hybrid]

SMCR Function: Conduct

About the team:

With a newly centralised L&D team and a strong collaborative, we're transforming L&D into a proactive, future-focused capability. You'll help shape a learning culture, support business growth, and play a key role in leadership development, acquisition integration, and future-skills transformation.

Purpose of role

To deliver Learning and Development (L&D) initiatives across Ascot Lloyd, supporting client-facing and client-supporting teams, including Advisers, Paraplanners, and Administrators, as well as wider business services functions.
To ensure L&D activity aligns with organisational goals, regulatory requirements, and the evolving needs of the business, enhancing capability, performance, and employee engagement.
To act as a trusted partner to stakeholders across the organisation, shaping and embedding a culture of continuous learning and professional development.
To contribute to the design and implementation of enterprise-wide learning programmes, including leadership development, onboarding, compliance, and technical training.
To provide strategic insight through meaningful management information and evaluation, demonstrating the impact and value of L&D activity across the business.

Key Responsibilities

Design, develop, implement and evaluate learning interventions that meet the diverse needs of client-facing, client-supporting, and business services teams.
Partner with stakeholders, including team leaders, department heads, and HR Business Partners, to co-create L&D programmes that support strategic business objectives and future capability needs.
Conduct targeted learning needs analyses across functions to inform the design of effective training plans and development pathways.
Create engaging, innovative learning content that drives knowledge transfer, behavioural change, and improved performance.
Lead the design and delivery of induction programmes for new joiners and acquired colleagues, ensuring consistent onboarding experiences aligned with company standards.
Deliver tailored coaching and training support to individuals and teams, addressing identified performance gaps and supporting career development.
Develop training materials to support product launches, regulatory changes, and process updates, ensuring clarity and consistency across the business.
Apply a blended learning approach using face-to-face, virtual, and digital delivery methods to maximise accessibility and impact.
Evaluate training effectiveness using agreed KPIs and feedback mechanisms, identifying opportunities for continuous improvement.
Maintain current knowledge of internal policies, regulatory frameworks, and industry developments, sharing relevant updates with oversight bodies and stakeholders.
Produce and present management information (MI) and insights to demonstrate the value and impact of L&D activity.
Ensure all learning activity complies with regulatory standards and supports a culture of professionalism and ethical practice.
Build strong relationships across the organisation, acting as a coach and trusted advisor to support learning and development at all levels.
Manage L&D budgets effectively, ensuring cost-efficient delivery and accurate reporting of expenditure.
Collaborate with the Adviser Academy team to shape and deliver structured learning programmes, including technical and behavioural development.
Facilitate Academy modules and broader learning initiatives, supporting the development of future talent and succession planning.

SM&CR Responsibilities

As an FCA regulated Company, Ascot Lloyd are required to adhere to the Senior Managers and Certification Regime (SM&CR), to develop a culture where employees take personal responsibility for their own actions.

Individual Conduct Rules

You must act with integrity
You must act with due care, skill and diligence
You must be open and co-operative with the FCA, PRA and other regulators
You must pay due regard to the interests of customers and treat them fairly
You must observe proper standards of market conduct
You must act to deliver good outcomes for clients

Experience / Skills Required

Essential

Diploma qualified or Chartered
Strong financial services product knowledge
Solid awareness of FCA regulation and compliance within the financial services industry
Proven experience in designing and delivering financial planning training and coaching
Experience facilitating learning programmes for diverse roles and levels, including leadership and technical pathways
Ability to train on various software platforms, including Intelligent Office (IO), risk profiling tools, and research systems
Effective self-management and a proactive approach to work
Ability to prioritise workload and meet agreed deadlines
Excellent presentation and communication skills, both written and verbal
Ownership and delivery of training and development strategies
High standards of accuracy and attention to detail
Strong interpersonal skills with the ability to build relationships and influence stakeholders
Well-developed organisational and planning capabilities
Willingness to travel across the UK as required

Desirable

Formal training qualification (e.g. CIPD, TAP, TPMA), or willingness to obtain
Experience with digital learning design tools, particularly Articulate 360
Up-to-date awareness of current and emerging training technologies and digital learning trends

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L&D Consultant - Financial Services

Job Description - L&D Consultant - Financial Services

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