Advice Technology Coach

1 month ago

Southampton, United Kingdom Quilter Full time
About the Business

Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 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 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.

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 : 3

Department: CDO Academy

Location : Southampton, United Kingdom

Contract type : Permanent

As an Advice Technology Coach , you will help new Financial Advisers with their initial set up, preparing them to give, and implement, advice from an advice systems and client engagement perspective. This will include coaching Financial Advisers (including newly qualified) on using the Quilter Financial Planning Platform. This will include mentoring and supporting with various steps of the process, to ensure a good understanding and to address any queries that may arise.

Once the Adviser is appointed, a key deliverable of this role is to support them with progressing advice through QFP technical systems such as Xplan, Quilter Investment Platform, and Dynamic Planner.

In the first 90 days, you should be conversant with the range of technology solutions that they will coach Advisers to use. In addition, you will need to have an understanding of the QFP Training & Competence Scheme for advisers, an understanding of the Level 2 (Pre-Appointment) and Level 3 (Attaining Competence) support given to advisers, plus an understanding of the QFA proposition.

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.

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 need to have the appropriate examination for Financial Services, Regulations and Ethics (such as R01 or FSRE), however, if you do not have this currently then this must be attained once in role.

This is a technology and systems-based role and as such you should be fully comfortable embracing and harnessing both Quilter advice-based technology and authorised social media platforms.
  • You should be able to demonstrate that you have a good understanding of how to use and utilise technology solutions. It is important that you can demonstrate how to progress advice through the relevant systems. A key part of the role will be coaching others on how to navigate and use the systems in the most effective way, through screen sharing and other methods.
  • It is highly desirable that you have an understanding of giving financial advice and what this involves.
  • You will be expected to help advisers set up on social media (LinkedIn/Facebook/Instagram) and to this end you should fully understand how these social media platforms work.
  • You should be fully conversant with the full suite of MS Office including Teams and Outlook.
  • Experience with mentoring, coaching, training including systems training in a similar role or L&D environment ideal, especially if from within financial services.
  • If you are an internal candidate , then we expect you to understand at least one QFP advice system such as Xplan, Quilter Investment Platform, and/or Dynamic Planner, to a level where you are able to demonstrate its use competently to an adviser.
  • If you are an external candidate , then we will need you to competently demonstrate your level of understanding with equivalent systems.
  • The administrative side of this role will include accurate record keeping of the multiple support that has been provided to each Adviser, and to be able to demonstrate their successful progression through the Quilter Academy.
#LI-FD1

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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