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 in West Bromwich 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 West Bromwich
✨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 lookout for an Implementation Executive role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your platform knowledge and relationship management skills. Be ready to share examples of how you've successfully onboarded advisers or delivered training in the past. This will show you're the perfect fit for the role!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it’s a great chance to reiterate your enthusiasm for the role and the company.
✨Tip Number 4
Check out our website for the latest job openings and apply directly through us. We’re all about making the application process as smooth as possible, so take advantage of that and get your foot in the door!
We think you need these skills to ace Implementation Executive in West Bromwich
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!
Show Off 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 everything on track!
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’re considered for this exciting opportunity. Plus, it shows 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 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. Prepare examples of how you've successfully communicated complex information in a simple way. Practising your delivery can help you feel more confident during the interview.
✨Demonstrate Your Problem-Solving Abilities
Think of specific instances where you've identified issues during onboarding or implementation and how you resolved them. Highlighting your proactive approach to problem-solving will resonate well with the interviewers, as they value customer-focused solutions.
✨Prepare Questions About Their Processes
Show your interest in the company by preparing thoughtful questions about their onboarding processes and how they gather adviser feedback. This not only demonstrates your engagement but also gives you insight into their operations, which is crucial for the role.
