At a Glance
- Tasks: Support onboarding and implementation for adviser firms in a tech-driven financial environment.
- Company: Fast-growing financial planning network with a focus on innovation.
- Benefits: Salary up to £32,000, bonus, pension, private medical insurance, and career progression.
- Other info: Collaborative environment with exposure to AI and process improvement opportunities.
- Why this job: Gain hands-on experience in operations and technology while making a real impact.
- Qualifications: Experience in operations or client services, strong organisational skills, and tech-savvy.
The predicted salary is between 32000 - 32000 £ per year.
Are you organised, tech‑savvy, and looking to build a career in financial services operations? We’re looking for an Implementation Associate to join a fast growing financial planning network and play a key role in onboarding and supporting adviser firms as they transition into a modern, technology driven environment. This is a varied, hands on role where you’ll work closely with internal teams and adviser firms to ensure smooth implementation, operational readiness, and ongoing support during the embedding phase.
What you’ll be doing:
- Supporting system setup, user access, and provider onboarding
- Coordinating implementation activities and maintaining project trackers
- Assisting with training sessions and onboarding support
- Helping firms navigate systems, processes, and first client cases
- Managing provider communications and resolving setup issues
- Contributing to process improvements, documentation, and automation ideas
- Using AI and technology tools to improve efficiency and delivery
What we’re looking for:
- Experience in operations, administration, client services, or financial services
- Strong organisational skills with the ability to manage multiple priorities
- Confidence working with systems, spreadsheets, and technology platforms
- Excellent communication skills and attention to detail
- A proactive mindset and willingness to learn
- Interest in AI, automation, and improving processes
What’s on offer:
- Salary up to £32,000
- Bonus up to 5%
- 10% non-contributory pension
- Private Medical Insurance
- Clear career progression opportunities
- Exposure to a growing and innovative financial planning business
This is an excellent opportunity for someone early in their career who wants exposure to implementation, operations, technology, and financial planning within a collaborative and forward thinking environment. If you’d like to learn more or apply, please get in touch directly.
Finance Ops & Onboarding Specialist employer: CAP Resourcing LTD
Join a dynamic financial planning network that prioritises innovation and employee development. As a Finance Ops & Onboarding Specialist, you'll benefit from a supportive work culture that encourages collaboration and offers clear career progression opportunities, alongside competitive benefits such as a non-contributory pension and private medical insurance. This role is perfect for those looking to grow their skills in a technology-driven environment while making a meaningful impact on adviser firms.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Ops & Onboarding Specialist
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work in operations. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Show off your tech skills! During interviews, highlight your experience with systems and spreadsheets. Share specific examples of how you've used technology to improve processes or solve problems.
✨Tip Number 3
Be proactive! If you see a company you're interested in, don’t wait for them to post a job. Reach out directly through our website and express your interest in roles that match your skills.
✨Tip Number 4
Prepare for the unexpected! In interviews, be ready to discuss how you’d handle real-life scenarios related to onboarding and support. Think about challenges you might face and how you'd tackle them.
We think you need these skills to ace Finance Ops & Onboarding Specialist
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Finance Ops & Onboarding Specialist role. Highlight your organisational skills, tech-savviness, and any relevant experience in operations or client services.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re excited about this role and how your background makes you a great fit. Be sure to mention your interest in AI and automation, as these are key aspects of the position.
Show Off Your Communication Skills:Since excellent communication is crucial for this role, make sure your application is clear and concise. Use proper grammar and structure to demonstrate your attention to detail and professionalism.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at CAP Resourcing LTD
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial services operations. Brush up on key terms and concepts related to onboarding and implementation. This will help you speak confidently about how your skills align with the role.
✨Show Off Your Organisational Skills
Since this role requires strong organisational abilities, be ready to share examples of how you've managed multiple priorities in the past. Use specific situations where you coordinated tasks or projects successfully to demonstrate your capability.
✨Tech-Savvy? Prove It!
Familiarise yourself with common technology tools used in financial services, especially those related to onboarding and project management. If you have experience with spreadsheets or AI tools, be sure to mention it during the interview.
✨Ask Smart Questions
Prepare thoughtful questions that show your interest in the company and the role. Inquire about their current processes for onboarding adviser firms or how they leverage technology to improve efficiency. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
