Remote Director of Adviser Development & Productivity

Quilter; Greater London; Hybrid; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Holiday 182 hours (26 days)

Private Medical Insurance

Pension Scheme

Job summary

Quilter plc in the United Kingdom seeks a Head of Adviser Development and Productivity to lead the Adviser Development Manager team, delivering high-quality coaching and development across National and Network advisers. You will drive CAS progression, ensure regulatory-aligned practice, and partner with Academy, Training and Compliance to shape an effective development framework.

Remote role with strong stakeholder collaboration, you will monitor MI and KPIs to improve productivity, retention

Qualifications

• An experienced people leader who sets clear direction, builds team capability and creates a strong performance culture.
• Commercially focused with a track record of improving adviser productivity and translating coaching and development activity into measurable performance outcomes.
• Strong experience of adviser development, coaching, performance management and supporting advisers through appointment, CAS and ongoing productivity improvement.

Responsibilities

• Lead and manage the Adviser Development Manager team, setting clear priorities and performance expectations and ensuring consistent, effective support across the National and Network businesses.
• Ensure advisers receive consistent, high-quality coaching, mentoring, observed client-meeting feedback and targeted support to strengthen capability and performance.
• Drive adviser productivity by strengthening capability across the sales and advice process and translating development activity into sustained commercial performance and positive customer outcomes.
• Route to CAS, applying clear performance standards and timely intervention where individuals are off track.
• Work with the Academy and Training teams to translate agreed learning into practical, adviser-focused coaching and development support; formal training strategy, curriculum design, delivery and CPD ownership sit outside this role.
• Maintain consistent coaching standards, development plans and performance interventions across the adviser lifecycle, using established frameworks and business requirements.
• Ensure adviser coaching and development activity supports the Quilter advice process, regulatory standards, Consumer Duty and good customer outcomes, escalating formal training needs to the relevant team.
• Use MI and KPIs to monitor adviser progress, time to competence, productivity, retention and team performance, ensuring clear ownership of improvement actions.
• Work with leaders and teams across the wider business to identify and remove the operational, process, technology and capability blockers affecting adviser productivity, experience and retention.
• Identify adviser capability and performance gaps, agree targeted coaching or support interventions and use feedback and quality insight to improve delivery.
• Promote effective use of technology, data and AI-enabled coaching and performance tools to improve consistency, efficiency and adviser productivity.
• Collaborate with Academy, Distribution, Training, Compliance and Technology colleagues to align adviser development support with operational priorities and agreed standards.
• Manage team capacity, regional priorities and day-to-day delivery, maintaining operational effectiveness and consistent adviser support.

Skills

People leadership

Adviser development

Coaching

Performance management

CAS

MI and KPIs

Regulatory standards

AI-enabled tools

Cross-functional collaboration

Change management

Job description

Quilter plc in the United Kingdom seeks a Head of Adviser Development and Productivity to lead the Adviser Development Manager team, delivering high-quality coaching and development across National and Network advisers. You will drive CAS progression, ensure regulatory-aligned practice, and partner with Academy, Training and Compliance to shape an effective development framework.

Remote role with strong stakeholder collaboration, you will monitor MI and KPIs to improve productivity, retention