Platform Implementation Lead (Wealth Management)

Platform Implementation Lead (Wealth Management)

Full-Time On-site
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Fancy being part of a wealth management business that's going places?

We're looking for a hands-on, proactive Implementation Lead to help bring new financial planning firms into an ambitious and fast-growing Wealth Management Network.

This is a brilliant opportunity for someone who loves getting things done, building relationships and making things happen. You'll be the go-to person for firms joining the network, helping them get set up, trained, and ready to hit the ground running.

What we're looking for:

  • Experience within wealth management, financial planning, an adviser network or platform.
  • A solid understanding of adviser platforms, provider onboarding and how financial planning practices operate.
  • A natural problem solver who can juggle multiple projects and keep things moving.
  • Someone confident delivering training, supporting advisers and building relationships with business owners.
  • A self-starter who's organised, tech-savvy and happy to roll up their sleeves!

If you enjoy variety, thrive in a fast-paced environment and want to make a real impact in a network that's growing rapidly, this could be the move for you!

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Platform Implementation Lead (Wealth Management) employer: CAP Resourcing LTD

Join a dynamic and innovative structural engineering consultancy in London, where your expertise as a Chartered Senior Structural Engineer will be valued and rewarded. With a strong focus on employee growth, you will have the opportunity to lead projects, mentor a talented team, and shape the future of the business while working on exciting and challenging designs. Enjoy a collaborative work culture that encourages creativity and offers competitive salaries along with comprehensive benefits, making it an excellent place for professionals seeking meaningful and impactful careers.

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Contact Details:

CAP Resourcing LTD Recruitment Team