Quilter plc is a leading wealth management business, which oversees £119.6 billion in customer investments (as at 31 March 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.About the Role
Level: 3
Department: HR Training and Competence
Location: London (Hybrid)
Contract: FTC – 12 months
This role a great opportunity for someone who is interested in Training and Competence (T&C) and is passionate about the importance of learning and the continuous skills growth of a workforce, to provide support within the T&C team.
As part of a team comprising this role, the T&C Lead and the T&C Coordinator, the role is fundamental to supporting the day-to-day smooth running of the T&C function, interacting with stakeholders at all levels.
The role will provide the opportunity to increase technical knowledge in this key regulatory area as well as build relationships across the business.
Key responsibilities include:
- Prepare monthly T&C reports/ KPIs
- Assist with other reporting such as FCA returns
- Assistance in administration of T&C processes
- Own and develop documented T&C processes
- T&C system administration (Worksmart and Competent Adviser)
- Coordinate annual review of induction/policy material
- Manage ensuring T&C records are up to date
- Support in delivery of ad hoc T&C projects, in particular with respect to T&C systems
You will have an interest and willingness to learn about the T&C framework and regulations within Financial Services, as well as a desire to support the growth of our people, is key for this role.
You will have excellent attention to detail and organisational skills, and be able to balance managing routine daily, and timebound tasks, with cyclical events.
You will have strong analytical skills and be able to manage data and generate reports to track key metrics and reporting points for the team. You will have experience of managing regular reporting cycles.
You will have strong knowledge of Excel, including the ability to use functionality such as VLOOKUPs and Pivot Tables. Experience of Power BI and system administration would also be advantageous
Although not essential, prior experience within Financial Services, and particularly within Training & Competence or an oversight-based team, is desirable.
#LI-VS1 #QC
Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values
Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.
Core Benefits
Holiday: 182 hours (26 days)
Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
Healthcare Cash Plan: Jersey employees only.
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 to UK employees that you can choose from and pay for conveniently via a salary deduction.
Top Skills
What We Do
As one of the UK’s leading wealth management companies, Quilter’s purpose is brighter financial futures for every generation.
The businesses within our group aim to provide high quality products and services for the whole of your investment journey
