At a Glance
- Tasks: Lead onboarding and training for financial advisers on a cutting-edge wealth management platform.
- Company: Join a digital-first wealth management business transforming the industry.
- Benefits: Up to £35,000 salary, hybrid work, private medical insurance, and 26 days leave.
- Other info: Great career growth opportunities within a high-growth UK business.
- Why this job: Make a real impact by helping advisers succeed with innovative technology.
- Qualifications: Experience in platform implementation and strong communication skills required.
The predicted salary is between 35000 - 35000 € per year.
We’re once again partnering with a digital-first wealth management business that’s transforming how financial advisers operate, powered by cutting edge technology and backed by a leading European wealth group. They’re looking for an Implementation Executive to play a key role in the onboarding, training, and long-term support of advisers joining the platform. This is a highly visible, adviser-facing role, ideal for someone who enjoys combining platform knowledge with relationship management and practical delivery.
The Role:
- Lead the end-to-end onboarding of new advisers onto the platform.
- Deliver structured, tailored training to advisers and support staff, ensuring confidence and adoption.
- Act as the primary point of contact throughout implementation and go-live.
- Support advisers with platform configuration, integrations, workflows, and best practice.
- Assist firms in embedding the restricted advice framework, investment proposition, and product set.
- Provide post-implementation support to ensure advisers are fully operational and using the platform effectively.
- Create and maintain onboarding documentation, training materials, and user guides.
- Identify issues during onboarding, resolving where possible and escalating appropriately.
- Gather adviser feedback and work closely with internal teams to improve processes and the overall adviser experience.
What We’re Looking For:
- Experience in platform implementation, onboarding, training, or adviser support within financial services.
- Strong understanding of investment platforms, adviser operations, and UK advice processes.
- Confident communicator, comfortable training and supporting non-technical users.
- Highly organised with strong attention to detail and the ability to manage multiple priorities.
- Customer-focused, proactive, and solutions-oriented.
- Comfortable working cross-functionally with technical and non-technical teams.
What’s on Offer:
- Competitive salary plus discretionary bonus.
- 10% non-contributory pension.
- Private medical insurance, income protection, and 8x life assurance.
- Hybrid working from a modern central Bristol office.
- 26 days annual leave.
- The opportunity to be part of a high-growth UK business within a well-established European wealth group, with strong development and progression opportunities.
If you enjoy working closely with advisers, delivering high-quality implementations, and helping firms get real value from their platform, this is an excellent opportunity to make a genuine impact.
Implementation Executive in England employer: CAP Resourcing LTD
Join a dynamic digital-first wealth management business in Bristol, where you will play a pivotal role in transforming adviser operations through innovative technology. With a strong focus on employee development, a supportive hybrid work culture, and competitive benefits including private medical insurance and a generous pension scheme, this company offers an exceptional environment for growth and meaningful contributions. Be part of a high-growth team that values your expertise and empowers you to make a real impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Implementation Executive in England
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent projects. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for the interview by practising common questions related to implementation and adviser support. Think about your past experiences and how they relate to the role. Confidence is key, so rehearse until you feel ready to shine!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Implementation Executive in England
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in platform implementation and adviser support. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Communication Skills:As an Implementation Executive, you'll be training and supporting advisers, so it's crucial to demonstrate your confident communication style. Use clear, concise language in your application to reflect how you’d interact with non-technical users.
Highlight Your Organisational Skills:We’re looking for someone who can manage multiple priorities effectively. In your application, mention any experiences where you’ve successfully juggled tasks or projects, showing us that you’re highly organised and detail-oriented.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details directly and ensures you’re considered for this exciting opportunity to join our team!
How to prepare for a job interview at CAP Resourcing LTD
✨Know the Platform Inside Out
Before your interview, make sure you have a solid understanding of the wealth management platform you'll be working with. Familiarise yourself with its features, benefits, and how it integrates into adviser operations. This will not only help you answer technical questions but also show your enthusiasm for the role.
✨Showcase Your Communication Skills
As an Implementation Executive, you'll be training and supporting advisers who may not be tech-savvy. Practice explaining complex concepts in simple terms. During the interview, demonstrate your ability to communicate clearly and effectively, as this is crucial for building relationships and ensuring successful onboarding.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and how you handle real-life situations. Think of examples from your past experience where you've successfully onboarded clients or resolved issues during implementation. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Emphasise Your Customer-Focused Approach
This role is all about providing excellent support to advisers. Be ready to discuss how you've prioritised customer needs in previous roles. Highlight any proactive measures you've taken to enhance user experience or gather feedback, as this aligns perfectly with the company's focus on adviser satisfaction.
