Training & Development Senior Associate (Ref: 091)

Overview of WBR Group

WBR Group is a leading provider of Small Self-Administered Scheme (SSAS) administration, actuarial, law and tax advisory services. With a focus on delivering excellent outcomes for business owners, SMEs, entrepreneurs, and families, WBR Group offers personalised and proactive administration services for their clients.

Key Accountabilities

Induction & Onboarding

• Design and deliver tailored induction programmes for all new SSAS team members, aligned to role-specific requirements.
• Design and deliver reduced induction programmes for new starters in other key areas of the business.
• Retain ownership of the induction process as a whole and track measures of success for MI reporting purposes.
• Collaborate with Team Managers throughout the first 3 months of new starters’ 6 month probation periods, providing feedback on engagement, capability, flexibility, willingness to learn and PEER values, to assist in meaningful probation reviews and to highlight any areas of concern.
• Regularly liaise with Team Managers to discuss any additional training needs and to provide additional training where requested or identified. Where necessary, participate in 1:1 meetings as requested by the SSAS leadership team.

Training Delivery & Oversight

• Develop and maintain an annual training calendar in partnership with the Project Compass Team andother SSAS stakeholders.
• Deliver or coordinate training sessions to upskill existing Client Associates and ensure compliance withlegislative and procedural updates.
• Monitor training effectiveness and maintain clear records of delivery and impact, feeding back to Team managers to support updates to training matrices.
• Encourage Team Managers to ensure that training matrices are kept up to date, in order to monitor progress and skills gaps at team, location and business-wide levels.
• Review and update training materials to ensure they remain current and compliant with industry regulations.
• Ensure all training materials are saved in a clearly labelled way and in a central location. Provide videos where necessary.
• Retain ownership of the training function and collect data to provide meaningful MI on a monthly basis.

Performance & Culture

• Ensure new starters receive consistent onboarding, including systems, processes, and an understanding of WBR Group’s values.
• Promote the Cradle to Grave operating model to reinforce ownership and client relationship management.
• Monitor the pace and quality of learning for new Client Associates, ensuring alignment with WBR Group’s standards and values.
• Support scheme allocation through phased onboarding, being visible and available for queries.
• Take a proactive approach to identification of training issues or support needed, and to provide solutions to help address challenges.

Strategic Collaboration

• Work closely with SSAS Operations leadership to give timely feedback, assess training needs and review
existing Skills Matrices.
• Foster a culture of Professionalism, Excellence, Empathy, and Respect (PEER), and encourage a growth
mindset across the team.
Compliance & Development
• Maintain up-to-date industry knowledge through conferences and relevant study.
• Comply with the Health & Safety Guidelines as set out in the Health & Safety Management System
document
• Demonstrate behaviours in line with our Company Values ‘PEER’
• Ensure compliance with our Company policies, procedures and guidelines
• The role may be subject to credit & DBS checks

Skills and Experience

Proven experience in designing and delivering structured training programmes, ideally within financial
services or pensions administration.

• Strong understanding of SSAS operations and regulatory frameworks, with the ability to translate complex
  processes into accessible training content.
• Demonstrate leadership and line management experience, particularly in onboarding and developing new
  team members.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively across
  departments and influence at all levels.
• Proficiency in using training tools and systems to track progress, measure impact, and maintain accurate
  records.
• Exceptional organisational skills, with the ability to manage multiple priorities, coordinate training
  schedules, and maintain accurate records.
• Have a dynamic, proactive, enthusiastic and positive attitude in all aspects of the role.
• Commitment to fostering a positive learning culture aligned with organisational values.
• Ability to manage multiple priorities and adapt training approaches to meet evolving business needs.
• Familiarity with Health & Safety and compliance standards within a corporate environment.

Deadline to apply 8^th July 2026