Teams at Quilter

Conduct remote competency assessments for financial advisers, evaluate skills and compliance, identify risks and development needs, provide coaching and feedback, create action plans, complete adviser reviews, conduct customer care calls, enforce oversight standards, and escalate issues to compliance partners and senior management.

Join Quilter Academy for a structured training program to become a qualified financial adviser. Seek individuals with strong interpersonal skills, analytical thinking, and a commitment to building client relationships. Requires strong networking skills and self-employment motivation.