Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.

High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.

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!

• 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.
• It is highly desirable that you have an understanding of giving financial advice and what this involves.
• You will be expected to help advisers set up on social media (Linked In/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.
• Experience with mentoring, coaching, training including systems training in a similar role or L&D environment ideal, especially if from within financial services.
• 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.
• 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.