Advice Standards Specialist

Summary

“This is a great opportunity to contribute to and help shape this new role within a growing team and broaden your knowledge in supporting and influencing our guidance and standards, fully supported with training and development. We are looking for 2 people to join our time in newly created positions to join our small team”

Amanda Muggridge, Head of Business & Advice Standards

About the Role

Job Title: Advice Standards & Concessions Specialist

Level: 3

Department: Distribution

Location: England (home workers)

Contract type: FTC/Secondment

As Advice Standards & Concessions Specialist your role will be to contribute to the daily management of the concessions process to support advisers, plus the development and maintenance of the QFP (Quilter Financial Planning) Business & Advice Standards in both the field and head office, ensuring the customer is always at the heart of the business.

You will provide architectural thought and design to the standards, guidance, and processes to ensure consistency across all advice areas processes and create new/amend existing advice standards, guidance, and processes to meet regulatory or other required changes.

Additionally, you will deliver the processes used to specify the necessary IT requirements to support and deliver Advice Quality in the field, contribute to key design decisions with respect to IO/XPLAN development and future IO/XPLAN changes and initiatives and identify, quantify, and manage current and emerging risks within the Business and Advice Standards, ensuring those risks are recorded.

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.

Due to the nature of this role, you will need to be Level 4 Qualified, it would be beneficial if you also had a qualification in G60/AF3/IFS Pension Transfers Level 6 but that isn’t essential.

You will need to have a good understanding of products, advice, compliance and risk and ability to understand key Business & Advice Standards drivers and requirements.

Keeping the customer at the heart of what we do, you will be someone who demonstrates strong customer focus and understanding of what results in good customer outcomes and great communication skills.

You will also be someone who has a strong change delivery focus, is a competent assessor of existing/required processes and is able to think at both conceptual and strategic level.

As you will be joining a team, it is important that you can integrate and be comfortable working effectively as a team member.
- Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures._
- In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times._
- Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there._
- We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us._

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