Training & Competence Coordinator

Quilter; Greater London; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Holiday: 26 days

Pension scheme

Private Medical Insurance

Life Assurance 4x salary

Income Protection 75%

Healthcare Cash Plan

Flexible benefits

Job summary

Quilter Cheviot is seeking a Training & Competence Co-ordinator based in London with a focus on learning, development and regulatory growth of workforce skills. You will provide essential admin support to maintain T&C records and interact with stakeholders across the business to ensure smooth operations.

The role offers hybrid working arrangements and opportunities to influence CPD and examinations for Trainee Investment Managers. Strong Excel skills and attention to detail are essential.

Qualifications

• Experience in an administrative or coordination role within financial or professional services.
• Excellent attention to detail with strong organisational skills.
• Interest in Training & Competence framework and regulatory requirements.
• Ability to prioritise routine tasks and time-sensitive work.
• Strong communication and stakeholder management abilities.
• Proficient in Microsoft Office, especially Excel.
• Experience using Excel for reports (VLOOKUP, Pivot Tables) desired.

Responsibilities

• Maintain Training & Competence records and data.
• Administer T&C processes for new joiners and leavers.
• Coordinate induction programmes for new staff.
• Provide CPD guidance and admin support.
• Support examinations and training for Trainee Investment Managers.
• Assist with annual competence reassessment activities.
• Serve as contact for professional bodies and memberships.
• Process invoices and support budget admin.
• Maintain T&C SharePoint site and resources.
• Support T&C projects and initiatives.

Skills

Admin coordination

Excel

Stakeholder management

Attention to detail

Learning & development

Tools

Excel

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.

About the Role

Level - 2

Location - London (Hybrid)

Department - HR/ QC Training & Competence

Contract - Permanent

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).

#LI-KH1 #QC #QuilterCheviot

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.