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- Tasks: Deliver engaging training to financial advisers and enhance their skills in a dynamic environment.
- Company: Join Quilter, a leading wealth management business focused on brighter financial futures.
- Benefits: Enjoy 26 days holiday, a pension scheme, and flexible benefits tailored to your needs.
- Other info: Fully remote role with opportunities for professional development and career growth.
- Why this job: Make a real impact by shaping the future of financial advice and supporting advisers' growth.
- Qualifications: Level 4 qualification in Financial Advice is required; experience in training delivery is a plus.
The predicted salary is between 40000 - 50000 £ per year.
Fixed Term Contract Duration - 12 Months
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!
About the Role
- Level: 4
- Location: Fully Remote
- Department: Training & Development
- Contract: Fixed Term Contract/ Secondment
- Contract Duration: 12 months
The primary purpose of the T&D Consultant is to deliver induction (advice process), business submission, licencing and soft skills training to financial advisers within the QFP Network. You will also support the design and delivery of training interactions to support the development and knowledge of financial advisers.
Key Responsibilities and scope of role:
- Support the onboarding of new advisers joining QFP through the delivery of induction and licencing training.
- Deliver business submission webinars to advisers and the staff from AR firms to develop and improve the quality of case submissions to QFP.
- Design training interactions to improve adviser or AR firm knowledge or skills.
- Develop case studies and adviser knowledge tests.
- Assess the competence of advisers in role-plays and provide developmental feedback.
- Develop effective relationships within Quilter, AR Firms and Advisers.
- Carry out and document a minimum of 35 hours relevant CPD per year.
Consumer Duty
Whilst this isn’t a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by ensuring that advisers follow the QFP advice process which is designed to meet the requirements of Consumer Duty.
About You
Key Behavioural Skills:
- Training delivery and design skills
- Planning and organisation skills
- Adaptability and self-management
- Stakeholder management and influencing skills
Qualifications required:
- Level 4 qualification in Financial Advice (required)
- Level 3 qualification in Mortgage Advice (desirable)
Knowledge, Skills & Experience:
- Training Delivery & Design: Experience of designing and delivering training programs, within the financial services sector to agree timescales.
- Coaching: Experience of developing financial advisers or financial services teams (e.g. – compliance or case checking).
- Knowledge: In-depth understanding of financial services, including regulatory requirements and industry standards.
- Communication: Excellent verbal and written communication skills, with the ability to present complex information clearly.
- Advice Process: A good understanding of the advice process, compliance and the soft skills required by a Financial Advisor.
- Technology Proficiency: A good understanding of both Word, Excel, PowerPoint and experience of using training design tools and methodologies.
- Adviser Point of Sale Systems: A knowledge of POS/CRM systems used by Advisers to support their advice.
- Adaptability: Ability to adjust training methods to suit different learning styles and environments.
- Attention to Detail: Meticulous in ensuring training materials are accurate.
- Interpersonal Skills: Strong ability to build relationships and work collaboratively with various stakeholders.
Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values
- Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
- Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
- Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
- Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.
Core Benefits
- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
- Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
- Healthcare Cash Plan: Jersey employees only.
- Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.
Training & Development Quality Consultant employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Training & Development Quality Consultant
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Quilter on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by practising common questions related to training delivery and financial services. We recommend role-playing with a friend to get comfortable and confident in your responses.
✨Tip Number 3
Show off your adaptability! Be ready to discuss how you've tailored training methods to different learning styles in the past. This will highlight your skills and fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the Quilter team.
We think you need these skills to ace Training & Development Quality Consultant
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Training & Development Quality Consultant role. Highlight your relevant experience in training delivery and design, and don’t forget to mention your understanding of financial services!
Showcase Your Skills: We want to see your skills in action! Use specific examples to demonstrate your training delivery and stakeholder management abilities. This will help us understand how you can contribute to our team.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured responses that get straight to the heart of your qualifications and experiences without unnecessary fluff.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Quilter
✨Know Your Stuff
Make sure you have a solid understanding of the financial services sector, especially the advice process and compliance requirements. Brush up on your knowledge of Quilter's offerings and how they align with the role of a Training & Development Quality Consultant.
✨Showcase Your Training Skills
Prepare to discuss your experience in designing and delivering training programmes. Have specific examples ready that demonstrate your ability to adapt training methods to different learning styles and environments, as this is crucial for the role.
✨Build Relationships
Since stakeholder management is key, think about how you can demonstrate your interpersonal skills. Be ready to share examples of how you've successfully built relationships with advisers or teams in the past, and how you can apply that to the role at Quilter.
✨Be Curious and Open-Minded
Quilter values curiosity and innovation, so come prepared with ideas on how to improve training delivery or processes. Show that you're not just looking to fit in but are eager to contribute to the company's transformation and growth.