Induction Training Manager (Financial Planners)

Quilter; United Kingdom; Remote; GBP 45,000 - 65,000; Full time

Job summary

A leading provider in financial advice, Quilter is seeking an Induction Training Manager. This role focuses on developing and maintaining training programs for new financial advisers to ensure compliance and competence. It offers a dynamic work environment prioritizing growth and inclusivity.

Benefits

26 days holiday

Non-contributory pension scheme

Private medical insurance

Life assurance (4x salary)

Income protection (75% of salary)

Qualifications

• Proven experience in designing and delivering training programs in financial services.
• Strong skills in creating engaging training materials and assessing training needs.
• Ability to adjust training methods to suit different learning styles.

Responsibilities

• Design and maintain comprehensive induction programs for financial advisers.
• Facilitate training sessions to ensure advisers achieve required learning outcomes.
• Evaluate effectiveness of training programs and gather feedback for improvement.

Skills

Communication

Instructional Design

Analytical Skills

Project Management

Interpersonal Skills

Education

Level 4 qualification in Financial Advice

Level 3 qualification in Mortgage Advice

Tools

PowerPoint

Word

Excel

Acrobat Pro

Job description

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Client:

Quilter

Location:

United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

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Job Views:

2

Posted:

29.06.2025

Expiry Date:

13.08.2025

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Job Description:

About the Business

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 £119.4 billion in customer investments (as at end December 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.

About the Business

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 £119.4 billion in customer investments (as at end December 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!

About the Role

Level: 4

Department: Training & Development - QFP

Location: Remote

The primary purpose of the Induction Training Manager is to design, develop, and maintain comprehensive induction programs for financial advisers. This role ensures that new advisers are equipped with the necessary knowledge, skills and competencies to perform their duties effectively and in compliance with Quilter’s advices processes, industry standards and regulations.

Key Responsibilities and Scope of role:

Design and Maintain Induction Materials:Develop comprehensive induction programs tailored for financial advisers, ensuring content is relevant and up to date.

Course Development:Create engaging and effective training courses, incorporating various learning methods.

Training Delivery:Facilitate training sessions, as required, to ensure financial advisers achieve the required learning outcomes.

Assessment and Feedback:Evaluate the effectiveness of training programs and gather feedback for continuous improvement.

Evaluate Trainer Performance:Assess the competencies of trainers to ensure they meet the required standards for delivering training programs. Provide constructive feedback and support to trainers to help them improve their delivery and effectiveness.

Write and Maintain Question Banks:Develop and update question banks to support assessments and ensure they accurately measure the Financial Advisers understanding and competencies.

Collaboration:Work closely with subject matter experts and other stakeholders to ensure training materials align with company policies and industry standards.

Compliance:Ensure all training materials comply with regulatory requirements and industry best practices.

Continuous Professional Development: Document a minimum of 35 hours of completed CPD per year

About You

Key Behavioural Skills:

You will need strong communication skills

You will achieve autonomy for the responsibilities outlined in this Job Profile. However, full training and support will be provided until you feel comfortable and competent with each task.

Qualifications required:

Level 4 qualification in Financial Advice (required)

Level 3 qualification in Mortgage Advice (required)

Knowledge, Skills & Experience:

Experience:Proven experience in designing and delivering training programs, within the financial services sector to agree timescales.

Knowledge:In-depth understanding of financial services, including regulatory requirements and industry standards.

Instructional Design:Strong skills in creating engaging and effective training materials.

Communication:Excellent verbal and written communication skills, with the ability to present complex information clearly.

Technology Proficiency:An excellent knowledge of PowerPoint and a good understanding of both Word, Excel and experience of using and training point of sales systems. Previous experience in using Acrobat Pro and creating video content would be advantageous.

Analytical Skills:Ability to assess training needs and evaluate the effectiveness of training programs.

Project Management:Strong organisational skills with the ability to manage multiple projects simultaneously.

Adaptability:Ability to adjust training methods to suit different learning styles and environments.

Attention to Detail:Meticulous in ensuring training materials are accurate and comprehensive.

Interpersonal Skills:Strong ability to build relationships and work collaboratively with various stakeholders.

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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.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

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.