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: Competitive salary, hybrid work, private medical insurance, and 26 days annual leave.
- Other info: Be part of a high-growth UK business with excellent career progression opportunities.
- 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 30000 - 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 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 a rewarding environment for those passionate about delivering exceptional service and making a real impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Implementation Executive
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for an Implementation Executive role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your platform knowledge and relationship management skills. Think about real-life examples where you've successfully onboarded or trained users, as these will really impress your interviewers.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for the latest openings and make sure to tailor your approach to each company’s culture and mission.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Implementation Executive
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 and 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 various tasks or projects, showing us that you’re highly organised and detail-oriented.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and ensure it gets the attention it deserves. Plus, it shows us you're keen 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. Familiarise yourself with its features, benefits, and how it supports advisers. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Communication Skills
As an Implementation Executive, you'll be training and supporting non-technical users. Prepare examples of how you've effectively communicated complex information in the past. Practise explaining technical concepts in simple terms to demonstrate your ability to connect with advisers.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and customer focus. Think of scenarios where you've successfully onboarded clients or resolved issues during implementation. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly.
✨Highlight Your Organisational Skills
This role requires managing multiple priorities and attention to detail. Be ready to discuss how you stay organised and ensure nothing falls through the cracks. Share specific tools or methods you use to keep track of tasks and deadlines, as this will resonate well with the interviewers.
