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Lead Advice Technology Coach

2 months ago

Southampton, Southampton, United Kingdom Quilter Full time

About the Role

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 coaching new Financial Advisers on how to use these systems effectively, as well as managing a team of Technology Coaches.

Key Responsibilities

  • Support new Financial Advisers with their initial setup and preparation to give and implement advice from an advice systems and client engagement perspective.
  • Coach Advisers on how to progress advice through QFP technical systems such as Xplan, Quilter Investment Platform, and Dynamic Planner.
  • Manage a team of Technology Coaches and be the liaison with key stakeholders linked to the Adviser's development.
  • Have an understanding of the QFP Training & Competence Scheme for advisers, the Level 2 (Pre-Appointment) and Level 3 (Attaining Competence) support given to advisers, and the QFA proposition.
  • Conduct quality assurance activities and support the personal development of each Technology Coach within the team.

Requirements

  • A strong understanding of Quilter's advice-based technology and authorized social media platforms.
  • Ability to coach others on how to navigate and use the systems in the most effective way.
  • Experience with MS Office, including Teams and Outlook.
  • Knowledge of giving financial advice and what this involves.
  • Ability to conduct quality assurance activities and support the personal development of each Technology Coach within the team.

What We Offer

  • A competitive salary and benefits package.
  • The opportunity to work with a leading financial services company.
  • A dynamic and supportive team environment.