About the Business

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!

An exciting and new opportunity has arisen for an additional Training & Competency (Field Coach) role within the Quilter Academy. You will be supporting Firms and Advisers both pre and post competent adviser status, either as part of an adviser's journey to obtaining Competent Adviser Status, or on improving business submission quality in line with the Advice Quality Framework and T&C Scheme, ensuring good customer outcomes.

Our ideal candidate will hold a Diploma level 4 qualification in Regulated Financial Planning or above and have experience of working within a Financial Advice Network with a broad understanding of Wealth, Mortgage and Protection advice and process standards, ensuring that all decisions are customer centric.

You will be highly persuasive, with excellent communication skills - both written and verbal. An influencer, who can form excellent working relationships with Firm Principals, Advisers, Paraplanners and senior individuals across the business.

We're looking for a confident and vibrant team player with a positive attitude and strong interpersonal skills. Although working remotely and being able to demonstrate flexibility, prioritise workloads and work on your own initiative, we value the time we spend together to share best practice, break down barriers and we love that we perform better together.

Field Coach Manager

About the Role

Level: 4

Department: CDO Academy

Location: Homebased, United Kingdom

Contract type: Permanent, Full-Time

Non-Regulated

As a Training & Competency Manager (known internally as a Field Coach) you will support Firms and Advisers both pre and post competent adviser status on improving business submission quality in line with the Advice Quality Framework and T&C Scheme whilst ensuring good customer outcomes are central to development throughout.

You will be accountable for supporting Advisers to obtain Competent Adviser Status within the timelines and requirements outlined in the T&C scheme.

Supporting principals and Adviser's through technical expertise in achieving higher skill levels, advice standards and ensuring positive customer outcomes.

Coaching and developing principals and Advisers to ensure that advice and business quality meets the required standards.

Supporting the launch of central initiatives by developing skills and knowledge in key markets.

You will collaborate with your colleagues and stakeholders to deliver appropriate and coordinated support, whilst also developing a strong sense of team and actively look for opportunities for cross collaboration, with the ability to navigate complex political environments across multiple stakeholders.

You will work closely with Compliance but will also partner with all other business functions, including our Risk team across the wider Quilter business to ensure the appropriate support, training and coaching is delivered to support advisers in achieving the required standards and requirements.

About You

Our ideal candidate will have experience of working within a Financial Advice Network/National with a broad understanding of Wealth, Mortgage and Protection advice and process standards and T & C requirements ensuring that all decisions are customer centric.

You will hold a minimum qualification of Diploma level 4 for Financial Planning, and Certificate level 3 for Mortgage Advice.

You will be delivery focused with high energy and drive, and the ability to deliver through others.

We're looking for a confident communicator and vibrant team player with a positive attitude, strong interpersonal skills who will be able to lead, manage change through influence and persuasion and inspire others.

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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.

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Training & Competency Manager Field Coach