Lead Advice Technology Coach

What the Hiring Manager Says
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.
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
Department: CDO Academy
Location: Southampton, United Kingdom
Contract type: Permanent
This role will help new Financial Advisers with their initial set up, preparing them to give, and implement, advice from an advice systems and client engagement perspective.
Once the Adviser is appointed, a key deliverable of this role is to support them with progressing advice through QFP technical systems such as Xplan, Quilter Investment Platform, and Dynamic Planner.
In addition, this role will manage a team of Technology Coaches, whilst also being the liaison with key stakeholders linked to the Adviser's development.
In the first 90 days the successful candidate is expected to become conversant with the range of technology solutions that they will coach Advisers to use. In addition, they will need to have an understanding of the QFP Training & Competence Scheme for advisers, an understanding of the Level 2 (Pre-Appointment) and Level 3 (Attaining Competence) support given to advisers, plus an understanding of the QFA proposition.
Consumer Duty
This role has co-accountability around Consumer Duty for avoiding foreseeable harm and supporting advice through QFP systems, both of which will have Consumer Duty implications.
This role has quality assurance responsibilities, and expectations of maintaining minimum levels of relevant Continuing Professional Development (CPD) individually and within the team.
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.
It will be desirable for the successful candidate to have the appropriate examination for Financial Services, Regulations and Ethics (such as R01 or FSRE), however, if they do not then this must be attained once in role.
This is a technology and systems-based role and as such you should be fully comfortable embracing and harnessing both Quilter advice-based technology and authorised social media platforms.
You should be able to demonstrate that you have a good understanding of how to use and utilise technology solutions. It is important that you can demonstrate how to progress advice through the relevant systems. A key part of the role will be coaching others on how to navigate and use the systems in the most effective way, through screen sharing and other methods.
You will be expected to help advisers set up on social media (LinkedIn/Facebook/Instagram) and to this end you should fully understand how these social media platforms work.
You should be fully conversant with the full suite of MS Office including Teams and Outlook.
If you are an internal candidate, then we expect you to understand at least one QFP advice system such as Xplan, Quilter Investment Platform, and/or Dynamic Planner, to a level where you are able to demonstrate its use competently to an adviser.
If you are an external candidate, then we will need you to competently demonstrate your level of understanding with equivalent systems.
It is highly desirable that you have an understanding of giving financial advice and what this involves.
The administrative side of this role will include accurate record keeping of the multiple support that has been provided to each Adviser, and to be able to demonstrate their successful progression through the Quilter Academy.
Previous team management beneficial but not essential. You should be able to conduct quality assurance activities and support the personal development of each Technology Coach within the team.
Core Benefits
Holiday: 26 days
Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
Life Assurance: 4x your salary, cover can be increased at your own cost
Income Protection: 75% of salary payable after 26 weeks of absence
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.