Training & Development Supervisor (Financial Advisers)

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 offers 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 includes 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 a presence throughout the UK, Ireland and the Channel Islands.

About the Role

• Level: 4
• Location: Fully remote
• Department: Training & Development
• Contract: Permanent

The primary purpose of the T&D Supervisor is to manage a team of trainers who deliver induction (advice process), business submission, licensing and soft‑skills training to financial advisers within the QFP Network. You will support and deputise for the training manager to ensure all training activities and projects are completed on time and to a high standard.

Key Responsibilities and Scope of Role

• Supervise a team of trainers ensuring that their training delivery is of a high standard and oversee their training commitments.
• Evaluate performance and assess the competencies of trainers to ensure they meet the required standards for delivering training programmes.
• Oversee the scheduling of training interactions.
• Manage key training projects or interventions.
• Manage key stakeholder relationships.
• Develop and support the development of training materials where required.
• Evaluate the effectiveness of training programmes and gather feedback for continuous improvement.

About You

Key Behavioural Skills

• Leadership & management skills
• Communication skills
• Planning and organisation skills
• Stakeholder & influencing skills

Qualifications required

• Level 4 qualification in Financial Advice (required)

Knowledge, Skills & Experience

• Management Experience: Proven experience in managing or supervising individuals within a training or financial services sector, e.g. Training, Advisor or Compliance teams.
• Knowledge: In‑depth understanding of financial services, including regulatory requirements and industry standards.
• Training Delivery & Design: Experience of designing and delivering training programmes, within the financial services sector to agree timescales.
• 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 Word, Excel and PowerPoint, and experience of using training design tools and methodologies.
• Analytical Skills: Ability to assess training needs and evaluate the effectiveness of training programmes.
• Project Management: Strong organisational skills with the ability to manage multiple projects simultaneously.
• Adaptability: Ability to adjust training methods to suit different learning styles and environments.
• Attention to Detail: Meticulous in ensuring training materials are accurate and comprehensive.
• 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.

Core Benefits

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme: All employees are eligible to participate in an incentive scheme, to incentivise business performance and their contribution.
• Pension Scheme: A non‑contributory company pension scheme that can be boosted through personal contributions.
• Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
• Life Assurance: 4x your salary.
• Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
• Healthcare Cash Plan: Jersey employees only

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.