National Learning Manager

National Learning Manager (Pensions, Wealth, Mortgage and Protection)

December 2023

To compile the annual Learning Strategy for the adviser population giving consideration to induction, training and competence, continued professional development requirements, technical, legislative and regulatory knowledge and critical skills development thereby contributing to a highly valued first class adviser learning experience.

To design and deliver through appropriate interventions including face to face events, webinars, podcasts and e-learning the content to support the annual Learning Strategy.


  • Propose the appropriate interventions per training module in order to achieve an effective
    and engaging adviser learning experience.
  • Design and deliver adviser learning events across the directly authorised population.
  • Support Bankhall services in response to client requests for unique/ tailored learning
    content or experiences.
  • Total creation of the learning experience including learning outcomes, content creation and
    approval, assessment of learning or behaviour change and the build of the supporting
    vehicle, for example classroom session, webinar, podcast or e-learning module.
  • Undertake appropriate content reviews ensuring the ongoing validity of training material
    through approval from internal experts and business owners. Demonstrating sign off
    through documented version control.
  • Liaise with the Events Manager, where appropriate to enable a well scheduled programme.
  • Delivery of face-to-face training though our directly authorised events programme.
  • Utilise the functionality of Your Learning Hub (YLH) to support the event/session
    management and CPD requirements.
  • Design and implement an effective learning evaluation mechanism assessing delegate
    response and learning enhancement.
  • Analyse delegate response feedback and learning enhancement evidence to enhance the
    learning agenda and delivery.
  • Liaise with Marketing in the production of training collateral, website updates and adviser
    communications in the promotion of learning interventions.
  • Liaise with the Adviser Knowledge Manager in the provision of learning content and
  • Create and maintain an internal awareness of Adviser Learning opportunities and
    engagement through quarterly staff communications.
  • Consider commercial avenues for the SBG Learning operation.
  • To undertake ad hoc projects and duties as and when required, to support the needs of the
    business or to achieve departmental objectives.



Interacting & EngagingB
Technical CompetenceB
Organising & ExecutingB
Managing & Developing Self & OthersB
Service Delivery ExcellenceC
Entrepreneurial & Commercial ThinkingB
Embracing ChangeB
Collaborative WorkingB

Personal profile

Qualifications required


  • Professional regulatory exams evidencing knowledge in required training topics to include
    pensions, pension transfers and investment products.
  • Driving licence


  • JO7 Supervision in a regulated environment
  • Diploma in Financial Planning
  • Learning and Development diploma

Experience required


  • Financial advice provision and/or financial advice compliance
  • Training design and delivery using a range of interventions; face to face classroom, elearning, webinar, podcast


  • Management and/or leadership training design and delivery
  • Behavioural competency training design and delivery

Our Expectations

Our Approach to Risk Management

  • You will require an awareness of operational and regulatory risk, which may impact on SBG.
    You will be responsible for reporting to their line manager any risk which may impact on the

Three Lines of Defence Risk Management Model

  • You will be required to deliver your role competently and comply with the relevant
    standards and procedures, ensuring that SBG deliver a service where suitable advice is given
    to the end consumer, which is adequately recorded and ultimately promotes good customer
    outcomes. This can either be through direct influence or in a support services capacity.

The Consumer Duty Principle

  • You will be required to ensure that the Consumer Duty principle is embedded into the
    team’s culture, departmental procedures and practices and that management controls and
    MI are in place to monitor performance against the Consumer Duty principle, where these
    are required by the business.

Information Security

  • You are required to promote information security in your department, encouraging best
    practice by ensuring your staff comply with the information security principles, policies and
    procedures. You will need to monitor workplace practice in line with these policies and
    procedures and deal firmly with any instances of non-compliance.

SBG’s 6 Star Service Delivery

  • You will need to achieve 6-star service delivery through embedding the 6-star service
    objectives into to the team culture. You will be required to encourage and exhibit the
    behaviours that fit within the SBG service charters, leading the team to ensure a clear vision
    of what 6-star service means for the team, ensuring that service is at the forefront of
    decision-making processes.
Apply Back to all jobs
Full time
Up to £63,000 p/a
Field based, UK Travel/ Home
Closing Date: TBC

Essential Skills Required

Excellent communication and interpersonal skills with the ability to build strong working relationships
Training design and delivery
Presentation design and delivery and public speaking
E-Learning content design and production
IT Competence (word, excel, powerpoint, learning platform, e-learning authoring tools)
Relationship building and maintenance
Service delivery
Personal effectiveness, prioritisation and time management

Critical Knowledge Required

A comprehensive understanding of SBG’s distribution and commercial model
FCA roles and principles
Adviser T&C and CPD requirements
Financial Services products
Current regulatory and legislative topics and issues
Sesame Bankhall Valuation Services
Your Learning Hub
The People Department

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