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Advice. Investments. Wealth Management.
Training & Development Quality Consultant
Location
United Kingdom
Posted
102 days ago
Salary
0
Seniority
Senior
Job Description
Training & Development Quality Consultant
Quilter
• 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.
Job Requirements
- Level 4 qualification in Financial Advice (required)
- Level 3 qualification in Mortgage Advice (desirable)
- Experience of designing and delivering training programs, within the financial services sector to agree timescales
- Experience of developing financial advisers or financial services teams (e.g. – compliance or case checking)
- In-depth understanding of financial services, including regulatory requirements and industry standards.
- Excellent verbal and written communication skills, with the ability to present complex information clearly.
- A good understanding of the advice process, compliance and the soft skills required by a Financial Advisor.
- A good understanding of both Word, Excel, PowerPoint and experience of using training design tools and methodologies.
- A knowledge of POS/CRM systems used by Advisers to support their advice.
- Ability to adjust training methods to suit different learning styles and environments.
- Meticulous in ensuring training materials are accurate.
- Strong ability to build relationships and work collaboratively with various stakeholders.
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.
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Products and External Services Consultant - Web Editor, Technical Blog Reviewer
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