Training & Development Supervisor (Financial Advisers)

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 2025). 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 – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. 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, including our colleagues. 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

Location: Fully remote

Department: Training & Development

Contract: Permanent

The primary purpose of the T&D Supervisor is to manage a team of trainers which deliver induction (advice process), business submission, licencing and soft skills training to financial advisers within the QFP Network. You will support and deputise for the training manager to ensure all training activities and projects are completed on time and to a high standard.

Key Responsibilities and scope of role:

• Supervise a team of trainers ensuring that their training delivery is of a high standard and oversee their training commitments.
• Evaluate performance and assess the competencies of trainers to ensure they meet the required standards for delivering training programs
• Oversee the scheduling of training interactions
• Manage key training projects or interventions
• Manage key stakeholder relationships
• Develop and support the development of training materials where required

Evaluate the effectiveness of training programs and gather feedback for continuous improvement

About You

Key Behavioural Skills:

• Leadership & management skills
• Communication skills
• Planning and organisation skills
• Stakeholder & influencing skills

Qualifications required:

• Level 4 qualification in Financial Advice (required)

Knowledge, Skills & Experience:

• Management Experience: Proven experience in managing or supervising individuals within a training or financial services sector, e.g. – Training, Advisor or Compliance teams.
• Knowledge: In-depth understanding of financial services, including regulatory requirements and industry standards.
• Training Delivery & Design: Experience of designing and delivering training programs, within the financial services sector to agree timescales
• Communication: Excellent verbal and written communication skills, with the ability to present complex information clearly.
• Advice Process – A good understanding of the advice process, compliance and the soft skills required by a Financial Advisor.
• Technology Proficiency: A good understanding of both Word, Excel, PowerPoint and experience of using training design tools and methodologies.
• 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.