Lead Advice Technology Coach

5 months ago


Southampton, United Kingdom Quilter Full time

What the Hiring Manager Says

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: CDO Academy

Location: Southampton, United Kingdom

Contract type: Permanent

This role 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.

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 addition, this role will manage a team of Technology Coaches, whilst also being the liaison with key stakeholders linked to the Adviser’s development.

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 quality assurance responsibilities, and expectations of maintaining minimum levels of relevant Continuing Professional Development (CPD) individually and within the team.

About You

Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.

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.

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.

It is highly desirable that you have an understanding of giving financial advice and what this involves.

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.

Previous team management beneficial but not essential. You should be able to conduct quality assurance activities and support the personal development of each Technology Coach within the team.

Core Benefits

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.



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