Training & Competence Analyst at Quilter

London, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

07 Mar, 26

Salary

0.0

Posted On

07 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Training and Competence, Attention to Detail, Organizational Skills, Analytical Skills, Data Management, Reporting, Excel, VLOOKUP, Pivot Tables, Power BI, System Administration

Industry

Financial Services

Description

Fixed Term Contract Duration - 11 Months 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 £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 About You 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. 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. We hope you like what you hear and are interested in learning more about joining us. We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more. 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.

Responsibilities

The role involves preparing monthly T&C reports and assisting with the administration of T&C processes. It also includes managing T&C records and supporting ad hoc T&C projects.