Training & Competence Coordinator

Quilter plc; Greater London; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Holiday: 26 days

Pension Scheme

Private Medical Insurance

Life Assurance: 4x salary

Income Protection: 75% of salary

Healthcare Cash Plan

Job summary

Quilter plc is seeking a Training & Competence Co-ordinator to join the T&C team in London. The role focuses on maintaining records, coordinating inductions, and supporting CPD needs while collaborating with stakeholders across the business.

The ideal candidate will have administrative experience in financial services, strong Excel skills, and a keen interest in regulatory frameworks. This hybrid role offers opportunities to grow in a regulated environment and contribute to workforce development.

Qualifications

• Experience in an administrative or coordination role within a financial services or professional services environment.
• Excellent attention to detail with strong organisational and administrative skills.
• An interest in learning the Training & Competence (T&C) framework and regulatory requirements within Financial Services.
• Ability to manage routine day to day activities while effectively prioritising cyclical and time sensitive tasks.
• Strong communication and stakeholder management skills, with the ability to build effective working relationships.
• Proficient in Microsoft Office applications, particularly Excel.
• A desire for supporting learning, development and the growth of people across the organisation.
• Experience using Excel to create and maintain reports, including functions such as VLOOKUPs and Pivot Tables (desirable).

Responsibilities

• Maintain Training & Competence records, systems, databases and spreadsheets.
• Manage T&C administration processes for new joiners, leavers and employee changes.
• Coordinate induction programmes and training activities for new employees.
• Provide guidance and administrative support in relation to Continuing Professional Development (CPD).
• Support the organisation and delivery of examinations and training programmes for Trainee Investment Managers.
• Assist with cyclical T&C activities, including the annual competence reassessment process.
• Act as a key contact for professional and industry bodies, maintaining employee memberships and registrations.
• Process invoices and support budget-related administration.
• Maintain and update the T&C SharePoint site and associated resources.
• Provide administrative support for T&C projects and business initiatives as required.

Skills

Administrative experience

Excel proficiency

Stakeholder management

Attention to detail

Job description

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £141.9 billion in customer investments (as at 31st March 2026). 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.

Level - 2 Location - London (Hybrid) Department - HR/ QC Training & Competence Contract - Permanent

About the Role

We have an exciting opportunity for a Training & Competence (T&C) Co-ordinator to join our team. This role is ideal for someone with an interest in Training & Competence and a passion for learning, development and the continuous growth of workforce skills. As a key member of the T&C team, you will provide essential administrative support to help ensure the smooth day-to-day operation of the function. Working with stakeholders across the business, you will gain valuable exposure to this important regulatory area while building strong internal relationships and developing your technical knowledge.

Key Responsibilities

• Maintain Training & Competence records, systems, databases and spreadsheets.
• Manage T&C administration processes for new joiners, leavers and employee changes.
• Coordinate induction programmes and training activities for new employees.
• Provide guidance and administrative support in relation to Continuing Professional Development (CPD).
• Support the organisation and delivery of examinations and training programmes for Trainee Investment Managers.
• Assist with cyclical T&C activities, including the annual competence reassessment process.
• Act as a key contact for professional and industry bodies, maintaining employee memberships and registrations.
• Process invoices and support budget-related administration.
• Maintain and update the T&C SharePoint site and associated resources.
• Provide administrative support for T&C projects and business initiatives as required.

About You

• Experience in an administrative or coordination role within a financial services or professional services environment.
• Excellent attention to detail with strong organisational and administrative skills.
• An interest in learning about the Training & Competence (T&C) framework and regulatory requirements within Financial Services.
• Ability to manage routine day to day activities while effectively prioritising cyclical and time sensitive tasks.
• Strong communication and stakeholder management skills, with the ability to build effective working relationships.
• Proficient in Microsoft Office applications, particularly Excel.
• A desire for supporting learning, development and the growth of people across the organisation.
• Experience using Excel to create and maintain reports, including functions such as VLOOKUPs and Pivot Tables (desirable).

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.

We are committed to treating all our job applicants fairly and with respect.

Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability.

Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.

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. We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there. We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter.