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- Tasks: Lead onboarding and training for financial advisers on a cutting-edge wealth management platform.
- Company: Join a digital-first wealth management business transforming adviser operations.
- Benefits: Up to £35,000 salary, hybrid work, private medical insurance, and 26 days leave.
- Other info: Be part of a high-growth UK business with excellent career progression opportunities.
- Why this job: Make a real impact by supporting advisers and enhancing their experience 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 in Newport employer: CAP Resourcing LTD
Contact Detail:
CAP Resourcing LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Implementation Executive in Newport
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with potential colleagues on LinkedIn. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to implementation and training. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your platform knowledge! During interviews, share specific examples of how you've successfully onboarded or trained users in the past. This will demonstrate your expertise and make you stand out.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and show 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 Newport
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: Since this role involves training and supporting non-technical users, it’s crucial to demonstrate your communication prowess. Use clear, concise language in your application to reflect how you’d interact with advisers and support staff.
Highlight Your Organisational Skills: Being highly organised is key for this position. In your application, mention any tools or methods you use to manage multiple priorities effectively. We love seeing candidates who can juggle tasks while keeping an eye on the details!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application 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 non-technical users. Practice explaining complex concepts in simple terms. During the interview, demonstrate your ability to communicate clearly and confidently, as this is crucial for building relationships with advisers.
✨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. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
✨Emphasise Your Customer-Focused Approach
This role is all about ensuring advisers feel supported and confident using the platform. Be ready to discuss how you've prioritised customer needs in previous roles. Highlight any proactive measures you've taken to enhance user experience and how you gather feedback to improve processes.