Training & Competence Manager - South London, Exeter - eFinancialCareers
Description
What the Hiring Manager Says
I'm pleased to say that increasing the support and training for our teams to make sure we can all be the best versions of ourselves is an important priority at Quilter Private Client Advisers (QPCA).
We truly believe in a supportive approach and offering training to help everyone at QPCA develop in their current roles and those they aspire to.
Working together as a team towards this shared goal of development and maintaining competency for all helps usto grow too.
If you are looking for an exciting, technical role with a wealth of diversity, opportunity, and satisfaction, come a join our evolving team.
Georgina Warwick, Head of Competence and OversightAbout the Role
Level: 4
Department:
Training & Competence
Location:
Home Worker
Contract type:
Permanent
This role has a responsibility for the QPCA offices in the southern areas of the country.
You will be required to:
Carry out client meeting assessments as required under the risk-based Training and Competence scheme
Undertake appropriate case reviews to assess risks and training needs to help Planners to maintain competency
Work alongside Regional Directors to help develop the skills and understanding of Financial Planners where gaps are identified
Provide one on one or group training with Financial Planners where support is required in relation to competency, organisational skills and file quality
Contribute material to compliance bulletins where a wider internal audience would benefit
Collation, assignment and tracking of individual development plans
Update training and competence records for Financial Planners to support collation of risk-based data
Support delivery of the wider Training and Competence scheme
Building and maintaining business relationships with all relevant stakeholders and contributing to corporate projects and initiatives
Manage process queries from Planners and on occasion approve fee concessions within set tolerances
Reporting of Planner linked risk events and resolution of training needs
Keep Regional Directors updated on progress of any issues with their Planners
Provide regular updates to the QPCA regional teams by presenting at team meetings
Assist with the development of processes based on company policies and principles
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.
You will need to possess a variety of different skills to succeed in this role;
Ability to work and perform with a level head in a pressured role
Client experience focused perspective within the requirements of a regulatory environment
Strong communication and interpersonal skills
Highly organised with good attention to detail
Ability to accurately and objectively assess and record factual information and to analyse and evaluate people
Professional, reliable and trustworthy
Understanding of financial planning and underlying financial advice products and processes as well as client confidentiality
The qualifications you will need for this role are Financial Planning and/or Investment Management qualifications to at least level 4 equivalent.
Preferably, you will have significant practical T&C experience within the financial services sector and an understanding of risk and compliance in financial services and/or wealth management.
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 financialfutures.
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.
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 creativitythat 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 learningmore about joining us.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.
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