Training & Development Quality Consultant

📋 Description

• Facilitate the onboarding process for new advisers joining QFP by providing induction and licensing training.

• Conduct business submission webinars for advisers and staff from AR firms to enhance the quality of case submissions to QFP.

• Create training interactions aimed at enhancing the knowledge and skills of advisers or AR firms.

• Develop case studies and assessments to evaluate adviser knowledge.

• Evaluate adviser competence through role-plays and offer constructive feedback for development.

• Cultivate strong relationships within Quilter, AR Firms, and Advisers.

• Complete and document a minimum of 35 hours of relevant Continuing Professional Development (CPD) annually.

⛳️ Requirements

• Level 4 qualification in Financial Advice is mandatory.

• Level 3 qualification in Mortgage Advice is preferred.

• Proven experience in designing and delivering training programs within the financial services sector, adhering to agreed timelines.

• Background in developing financial advisers or financial services teams (e.g., compliance or case checking).

• Comprehensive understanding of financial services, including regulatory requirements and industry standards.

• Exceptional verbal and written communication skills, with the ability to convey complex information clearly.

• Strong grasp of the advice process, compliance, and the interpersonal skills necessary for a Financial Advisor.

• Proficient in Microsoft Word, Excel, PowerPoint, along with experience in utilizing training design tools and methodologies.

• Familiarity with POS/CRM systems utilized by Advisers to support their advisory services.

• Capability to adapt training methods to cater to diverse learning styles and environments.

• Attention to detail in ensuring training materials are accurate.

• Strong ability to foster relationships and collaborate effectively with various stakeholders.

🏝️ Benefits

• Holiday entitlement of 182 hours (26 days).

• Quilter Incentive Scheme: All employees are eligible to join the incentive scheme, which rewards business performance and individual contributions.

• Pension Scheme: A non-contributory company pension scheme that can be enhanced through personal contributions.

• Healthcare Cash Plan: Available for Jersey employees only.

• Benefit Allowance: A cash benefit allowance is provided in lieu of some core benefits. Additionally, we offer a variety of flexible benefits for UK employees, which can be conveniently paid for through salary deductions.