{"id":3304422,"url":"https://alion.io/job/quilter-remote-competency-assessor-2","title":"Remote Competency Assessor","company":{"id":709168,"name":"Quilter","domain":"quilter.com","url":"https://alion.io/company/quilter-2","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":100,"open_postings":7,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":21,"computed_at":"2026-11-03T05:54:40Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United Kingdom"],"countries":["GB"],"hiring_countries":["GB"],"hiring_countries_total":1,"salary":null,"salary_estimate":{"min_usd":39000,"max_usd":91000,"period":"year","method":"role_country_seniority_unknown","sample_n":588},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-26T00:00:00Z","employer_posted_date":"2026-10-26","last_verified_at":"2026-11-04T02:01:09Z","board_verified":true,"closed_at":null,"days_open":9,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":9},"description":"About the Business\nQuilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.Quilter oversees £157.4 billion in customer investments (as of August 2026). 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.\nAffluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.\nHigh 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.\nAt 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.\nOur 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!\nAbout the Role\nLevel: 4\nDepartment: Supervision\nLocation: Fully remote\nContract: Permanent\nOur Remote Competency Assessor will be responsible for completing competency assessment meetings remotely across our adviser population, using our in-house technology, identifying any development areas, and progressing these through appropriate action plans.\nYou will use your knowledge and experience in your day-to-day role and can be a cross functional worker, pulling on information from all areas of the business.\nYou will explain and enforce the oversight contract with Appointed Representatives and Registered Individuals detailing the requirements, methods of assessment used and timescales to be applied.\nYou’ll educate Appointed Representatives and Registered Individuals in respect of their compliance requirements, “Treating Customers Fairly” responsibilities and achieving Good Customer Outcomes.\nDelivering the risk assessment regime to Appointed Representatives and Registered Individuals and assess the skills, competencies and knowledge required to maintain competence.\nConduct Adviser Reviews - completing reports, providing coaching and feedback, identifying risks, and escalating any identified failings through to the Firm Compliance Partner.\nYou will be providing regular feedback to senior management on any issues identified within the Quilter group.\nYou’ll conduct customer care calls as appropriate when needing to substantiate findings or to support competency sign off.\nManage identified issues to conclusion through effective use of enhanced monitoring events action Plans and Governance actions plans.\nNB: This is a SMCR certified role: CASS Oversight, Functions requiring qualifications & Manager of Certification employees\nAbout You\nTo succeed in this role, you must be Level 4 Diploma qualified as a minimum and have proven experience in working within the financial services sector, ideally but not essentially within a T&C supervisory function.\nWe are looking for someone who is a self-starter, motivated, inquisitive by nature and can work independently on their own initiative.\nYou must also be computer literate and be familiar with Microsoft Office.\nYou will have the ability to follow compliance rules and enforce the standards as directed by the network.\nYou will have strong communication skills in particular strong questioning skills and will be able to display sound judgment when assessing risks and developing action plans.\nExperience of Network/National and IFA/restricted advice models desirable but not essential to the role.\nInclusion & Diversity\nWe 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.\nValues\nDo 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.\nAlways 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.\nEmbrace 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.\nStronger 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.\nCore Benefits\nHoliday: 182 hours (26 days)\nQuilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.\nPension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.\nPrivate Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.\nLife Assurance: 4x your salary.\nIncome Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.\nHealthcare Cash Plan: Jersey employees only\nIn 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.","description_format":"text","description_chars":6200,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Health insurance"],"hiring_locations":[{"name":"United Kingdom","iso":"GB","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Professional Services","Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-27T00:47:18Z"}],"visa":[{"country":"GB","licensed_sponsor":true,"evidence":"Licensed UK visa sponsor (Senior or Specialist Worker, Skilled Worker)","filings_12m":null,"filings_prev_12m":null,"green_card_filings_12m":null,"median_offered_wage_usd":null,"route":"Global Business Mobility: Senior or Specialist Worker; 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