Lead Advice Technology Coach
14 hours ago
This is a technology and systems-based role that requires a strong understanding of Quilter's advice-based technology and authorized social media platforms.
The successful candidate will be responsible for supporting new Financial Advisers with their initial setup, preparing them to give and implement advice from an advice systems and client engagement perspective.
Key deliverables of this role include supporting Advisers with progressing advice through QFP technical systems such as Xplan, Quilter Investment Platform, and Dynamic Planner, as well as managing a team of Technology Coaches and liaising with key stakeholders linked to the Adviser's development.
Responsibilities- Support new Financial Advisers with their initial setup and preparation to give and implement advice
- Progress advice through QFP technical systems such as Xplan, Quilter Investment Platform, and Dynamic Planner
- Manage a team of Technology Coaches
- Liaise with key stakeholders linked to the Adviser's development
- Conduct quality assurance activities and support the personal development of each Technology Coach within the team
- Strong understanding of Quilter's advice-based technology and authorized social media platforms
- Ability to demonstrate a good understanding of how to use and utilize technology solutions
- Ability to progress advice through relevant systems
- Ability to coach others on how to navigate and use systems in the most effective way
- Ability to help Advisers set up on social media (LinkedIn/Facebook/Instagram)
- Ability to use the full suite of MS Office including Teams and Outlook
- Understanding of giving financial advice and what this involves
- 26 days holiday
- Quilter Incentive Scheme
- Pension Scheme
- Private Medical Insurance
- Life Assurance
- Income Protection
We are an inclusive organization that values diversity and welcomes applications from people with diverse backgrounds.
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