About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter plc oversees £116.2 billion in customer investments (as at end September 2024). 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 businesses, 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 Private Client Advisers.
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.
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
Department: Distribution - Advisory Services
Location: Homebased, United Kingdom
Contract Type: Permanent
Regulated/Non-Regulated: Non-Regulated
Proactive support is essential to ensuring our AR firms and advisers adopt and achieve competence in the use of Quilter Financial Planning technology solutions, in line with the QFP business standards and requirements.
The team will perform vital functions for firms and advisers to ensure that our core technology systems are working correctly and efficiently as well as providing training, support, system testing and development of new functionality.
I am looking for a self-starting team player who has an attention for detail but also the ability to prioritise and act on their own initiative. Commitment to ensuring the team succeeds with all tasks and duties is essential.
The role responsibilities:
Consumer Duty
This role has co-accountability around Consumer Duty for avoiding foreseeable harm and supporting advice through QFP systems, both of which will have Consumer Duty implications.
To understand and fulfil the requirements of Consumer Duty and act to deliver good client outcomes, as appropriate within my roles and responsibilities.
This role has expectations of maintaining minimum levels of relevant Continuing Professional Development (CPD) individually.
About You
To be successful in this role, you will require:
The role will have high workloads at times, so you will need to be comfortable with this and with reacting quickly, using your own initiative, and having the technical skills to solve problems and follow processes.
#LI-IC1 #LI-remote
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.
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.
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter plc oversees £116.2 billion in customer investments (as at end September 2024). 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 businesses, 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 Private Client Advisers.
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.
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
Department: Distribution - Advisory Services
Location: Homebased, United Kingdom
Contract Type: Permanent
Regulated/Non-Regulated: Non-Regulated
Proactive support is essential to ensuring our AR firms and advisers adopt and achieve competence in the use of Quilter Financial Planning technology solutions, in line with the QFP business standards and requirements.
The team will perform vital functions for firms and advisers to ensure that our core technology systems are working correctly and efficiently as well as providing training, support, system testing and development of new functionality.
I am looking for a self-starting team player who has an attention for detail but also the ability to prioritise and act on their own initiative. Commitment to ensuring the team succeeds with all tasks and duties is essential.
The role responsibilities:
- To work with AR firms across QFP and the National on the use and adoption of all QFP Technology solutions to achieve competence, efficiencies as a business tool, as well as a compliance support tool.
- To deliver 1:1 and group training development sessions to support the development of skills and knowledge to our adviser community and key stakeholders.
- To support the delivery of systems enhancements and releases through testing, delivery, training and adviser adoption.
- To assist in projects, as an SME, for the ongoing development of Quilter Financial Planning technology solutions.
- Maintain and create user guides/video tutorials to support current functionality across QFP Technology Solutions.
- Arranging and hosting 'hot topic' & training webinars and web training to assist in day-to-day queries
- Build and maintain relationships with 3rd party providers to assist in projects and query resolution.
- Support a culture of service excellence and continuous improvement, ensuring that Good Customer Outcomes are at the heart of all decision making
- Demonstrate winning together by supporting the team collaboratively to deliver adviser adoption of QFP technology solutions and making it noticeably easier to do business.
Consumer Duty
This role has co-accountability around Consumer Duty for avoiding foreseeable harm and supporting advice through QFP systems, both of which will have Consumer Duty implications.
To understand and fulfil the requirements of Consumer Duty and act to deliver good client outcomes, as appropriate within my roles and responsibilities.
This role has expectations of maintaining minimum levels of relevant Continuing Professional Development (CPD) individually.
About You
To be successful in this role, you will require:
- Strong presentation skills with the ability to quickly build and maintain key relationships with principals, advisers and other key stakeholders
- A confident approach, self-motivated with good interpersonal and communication skills (verbal and written)
- The ability to cope with short timelines and react quickly to changing priorities and key messages
- A quick learner with ability in solving any issues in a friendly but purposeful manner.
- Experience of designing and delivering training material
- The ability to work using own initiative but also as part of a team
- A good working knowledge Excel, Word, PowerPoint and
The role will have high workloads at times, so you will need to be comfortable with this and with reacting quickly, using your own initiative, and having the technical skills to solve problems and follow processes.
#LI-IC1 #LI-remote
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.
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.
