Quilter oversees £141.2 billion in customer investments (as of December 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.
High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
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, including our colleagues.
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
Location: Fully Remote
Department: Training & Development
Contract: Fixed Term Contract/ Secondment
Contract Duration: 12 months
The primary purpose of the T&D Consultant is to deliver induction (advice process), business submission, licencing and soft skills training to financial advisers within the QFP Network. You will also support the design and delivery of training interactions to support the development and knowledge of financial advisers.
Key Responsibilities and scope of role:
- Support the onboarding of new advisers joining QFP through the delivery of induction and licencing training.
- Deliver business submission webinars to advisers and the staff from AR firms to develop and improve the quality of case submissions to QFP
- Design training interactions to improve adviser or AR firm knowledge or skills
- Develop case studies and adviser knowledge tests
- Assess the competence of advisers in role-plays and provide developmental feedback
- Develop effective relationships within Quilter, AR Firms and Advisers.
- Carry out and document a minimum of 35 hours relevant CPD per year.
Consumer Duty
Whilst this isn’t a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by ensuring that advisers follow the QFP advice process which is designed to meet the requirements of Consumer Duty.
About YouKey Behavioural Skills:
- Training delivery and design skills
- Planning and organisation skills
- Adaptability and self-management
- Stakeholder management and influencing skills
Qualifications required:
- Level 4 qualification in Financial Advice (required)
- Level 3 qualification in Mortgage Advice (desirable)
Knowledge, Skills & Experience:
- Training Delivery & Design: Experience of designing and delivering training programs, within the financial services sector to agree timescales
- Coaching: Experience of developing financial advisers or financial services teams (e.g. – compliance or case checking)
- Knowledge: In-depth understanding of financial services, including regulatory requirements and industry standards.
- Communication: Excellent verbal and written communication skills, with the ability to present complex information clearly.
- Advice Process – A good understanding of the advice process, compliance and the soft skills required by a Financial Advisor.
- Technology Proficiency: A good understanding of both Word, Excel, PowerPoint and experience of using training design tools and methodologies.
- Adviser Point of Sale Systems: A knowledge of POS/CRM systems used by Advisers to support their advice.
- Adaptability: Ability to adjust training methods to suit different learning styles and environments.
- Attention to Detail: Meticulous in ensuring training materials are accurate.
- Interpersonal Skills: Strong ability to build relationships and work collaboratively with various stakeholders.
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Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values
Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.
Core Benefits
Holiday: 182 hours (26 days)
Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
Healthcare Cash Plan: Jersey employees only.
Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.
