Training & Development Specialist

Role Purpose

The Training & Development Specialist will support the design, delivery, measurement and continuous improvement of learning and development activity across the Group. The role will work with managers, advisers and support teams to identify development needs, create practical learning solutions, maintain accurate training records and ensure learning activity supports competence, compliance, efficiency and career progression.

Location

Head office Galway with remote options

Key Responsibilities

• Conduct training needs analysis across advisers, staff and management.

• Analyse output from surveys, manager feedback, compliance monitoring, business MI, quality reviews and strategic initiatives.

• Develop training programmes internally or identify suitable external providers where required.

• Design post-programme tools for attendees and line managers to support workplace application and behavioural change.

• Ensure programmes are developed and delivered within approved budget.

• Support the Training & Development Team with training delivery, facilitation and programme administration.

• Update and expand the current training library for targeted online completion, assessment and feedback.

• Use authorised AI tools to improve content development, learner support, assessment design and training administration, subject to governance and review.

• Design tailored training and development modules to support career progression, efficiency and capability development.

• Maintain up-to-date records for each relevant resource, including qualifications, CPD hours, in-person training, online modules, assessments and feedback.

• Prepare training MI and insight reports for managers and T&D leadership.

• Support induction, onboarding, regulatory change training, product training, system adoption and leadership/middle-management development where required.

Essential Experience and Qualifcations

• Minimum 5 years’ experience in the financial services industry.

• Preferably experience in Life, Pensions and Investments in training, coaching, adviser-development or learning role.

• Qualified Financial Advisor (QFA).
• Relevant Training & Development qualification.

• Experience preparing and delivering training for regulated financial services audiences.

• Experience maintaining CPD, qualification or training-completion records.

Core Competencies

Competency	Description
Training needs analysis	Able to identify, prioritise and evidence knowledge, skills and behavioural gaps.
Instructional design	Designs practical, engaging and measurable learning solutions.
Facilitation and coaching	Confident delivering workshops, virtual sessions, coaching and post-programme support.
Regulatory awareness	Understands the importance of competence, CPD, customer outcomes and evidence in a regulated environment.
Stakeholder management	Builds credibility with advisers, managers, support teams, Compliance, HR and external providers.
Digital capability	Comfortable developing online materials and using authorised AI tools to improve learning outcomes.
Analytical mindset	Uses data, feedback and business MI to identify trends and measure impact.
Organisation and governance	Maintains clear records, version control, budgets and reporting discipline.

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