Training and Development Consultant
Posted 16 April by
eFinancialCareers
This is an exciting opportunity to become part of the Training & Development team within Quilter Financial Planning and to be involved in the development of financial advisers and the Quilter Academy.
This role will appeal to candidates with a track record of training design and delivery for regulated financial advisers or with experience of providing financial advice.
Training & Development Manager
About the Role
Level: 4
Department: Training & Development
Location: Homebased, United Kingdom (with some travel required)
Contract type: Permanent, Full-Time
Our Training & Development Consultant's deliver induction and advice process-related training across the Quilter Financial Planning Group as well as designing and delivering knowledge and skills training interventions to support adviser development and assess Adviser competence against company standards.
You will support the onboarding journey for Advisers joining Quilter Financial Planning through effective delivery of BAU and bespoke Induction training, assessment, and handover of relevant information.
Design and/or delivery of workshops or other training interventions which engage Advisers and develop their knowledge and/or skills.
Proactively support Subject Matter Experts (SMEs), providing constructive feedback and contributing ideas as appropriate on all Training material.
Develop case studies and tests suitable for use in different mediums.
Assess delegates to determine competence to the required standard and provide development feedback as appropriate.
Develop effective working relationships within Training, the wider business, Appointed Representatives and Advisers.
Keep up to date with internal processes, market developments and regulatory changes.
Document a minimum of 35 hours of completed CPD per year.
In addition, T&D Consultants may have Subject Matter Expert (SME) responsibilities which involve:
Leading the design of training materials relating to specific courses or market areas
Engaging with key stakeholders throughout the design process to ensure it achieves the desired outcomes and a straightforward sign off.
Liaising with product providers as necessary to ensure provider presentation content is in line with the training objective.
Monitor training materials and ensure they remain accurate and can demonstrate how they support Advisers achieve good customer outcomes.
Effectively communicating changes to colleagues.
Supporting colleagues to build their confidence and competence to deliver the training content.
Proactively contacting field management and advisers to drive attendance.
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.
The successful candidate will have previous experience of training delivery and design - soft skills, advice process and technical knowledge via remote mediums or face to face.
You must have a level 4 diploma in financial planning/advice, this is essential for this role.
You will have excellent presentation and communication skills and have competent IT skills.
You'll have the ability to coach and develop advisers.
Experience with point of sales system training and processing.
An effective assessor of adviser competence and be able to deliver constructive, developmental feedback.
Ability to demonstrate flexibility, self-motivation, effective time management and organisation skills.
You'll have a proactive approach whilst working within the wider Quilter Financial Planning Team.
A level 3 qualification in Mortgage Advice is desirable however not essential to the role.
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.
#LI-IC1 #LI-remote
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.
Reference: 52486598
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