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- Quickly gets to grips with understanding unfamiliar businesses, processes, or products. Able to logically analyse and assess them.
- Can independently manage a portfolio of work and balance the demands of maintaining high quality work and delivering to deadlines.
- Can challenge and raise your point of view across to senior individuals and can defend it constructively.
- Always able to exercise strong judgement, identifying key issues and suggesting appropriate solutions for them.
- Have a methodical, analytical, enquiring mind and tenacity, while maintaining objectivity.
- Demonstrate excellent verbal and written communication skills and able to take complex issues and communicate them in a simple easily understood way.
- Good technical knowledge, excellent in communication, and adept at problem-solving.
- Strong understanding of COBS, ICOB, MCOB and FCA regulatory requirements
Advice Quality Manager - London, United Kingdom - Quilter
Description
Fixed Term Contract Duration - 11 MonthsWhat the Hiring Manager says
An exciting opportunity has arisen for an Advice Quality Manager within our Advisory Services team. This new role is responsible for driving advice quality improvements across all areas of Wealth, Mortgage and Protection advice in line with the Advice Quality Framework and T & C Scheme.
You will be analytical, considered, action orientated in your approach, delivery focused and able to work independently on your own initiative.
Our ideal candidate will have experience of working within a Financial Advice
Network with a broad understanding of Wealth, Mortgage and Protection advice and process standards, ensuring that all decisions are customer centric.
About the Role
Level: 4
Department: Quilter Financial Planning - Advice Quality Manager
Location: Homeworker, United Kingdom
Contract: 12 Month Fixed Term Contract
As an Advice Quality Manager, you will lead the oversight of the Distribution Advice Quality results, where you will be monitoring the quality of advice provided by advisers and where appropriate, provide updates to the framework, to continually support advisers deliver quality advice and good customer outcomes.
You will have the opportunity to shape and drive forwards improvements to the Advice Support Framework which enables advisers to deliver a robust and compliant customer journey and evidence good customer outcomes and business benefits.
You will have an analytical approach to completing deep dives into Advice Quality outcomes to identify trends. You will lead on key initiatives to drive improvements to help advisers achieve the required business submissions quality and competency standards.
This includes regular collaboration with key stakeholders across the business to drive technical expertise in helping advisers in achieving high skill levels and enhance key deliverables, in line with key initiatives and strategic objectives, with the ability to construct coherent plans to deliver against multiple objectives
Consumer Duty
This role will directly impact and drive good customer outcomes and your work on monitoring and helping improve Advice Quality will contribute to the delivery of good customer outcomes.
For this role, ideally you are able to demonstrate the following skills and experiences:
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.
You will have a good understanding of internal compliance, advice standards & T&C requirements, along with experience of Network/National and IFA/restricted advice models
You will be delivery focused with high energy and drive, and the ability to deliver through others.
As a confident communicator with a high level of personal confidence, you will be able to lead, manage change through influence and persuasion and inspire others.
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.
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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
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 that you can choose from and pay for conveniently via a salary deduction.