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For Companies At a Glance
- Tasks: Lead client onboarding and training to ensure seamless platform usage.
- Company: Join Fundment, a fast-growing wealth infrastructure company transforming the platform experience.
- Benefits: Enjoy flexible working, 28 days leave, private medical, and career development opportunities.
- Why this job: Make a real impact while developing your skills in a supportive, innovative environment.
- Qualifications: Experience with investment platforms and strong communication skills required.
- Other info: Collaborative office space for idea sharing and skill development.
The predicted salary is between 36000 - 60000 £ per year.
The Company
Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire an Implementation Onboarding Manager to focus on client onboarding. This position will report into our Head of Adviser Success and requires in-depth knowledge of tax wrapper administration and operational functionality within the platform space.
Fundment is transforming the platform experience for advice firms and their clients. Our technology delivers efficiencies through market leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house wrappers they expect. Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.
The role
The Implementation Onboarding Manager plays a pivotal role in ensuring our clients have a seamless onboarding experience and are fully equipped to utilise our platform's functionality. This role involves becoming a platform specialist, training new clients, preparing contracts, assisting with the onboarding process, updating the CRM system, and performing various research and administrative tasks. The ideal candidate will possess excellent communication skills, enjoy training others and demonstrate strong technical abilities.
Our platform offers a multitude of tax wrappers including ISAs and Pensions so a good understanding of these products will be required.
Key responsibilities:
- Client Training and Onboarding - conduct training sessions for new clients to ensure they understand and can effectively use the platform's functionality
- Prepare and manage client contracts, ensuring all necessary information is accurately captured
- Liaise with clients and internal teams to gather required documentation and approvals
- Maintain organized records of all contractual agreements
- Update and maintain the CRM system with accurate client information
Essential Requirements:
- Previous experience working with an investment management platform and strong knowledge of financial products
- Experience in a client onboarding, or similar role within the financial services industry, ideally liaising with financial advisers
- Aptitude for learning software/technology minded
- Excellent communication and interpersonal skills, with the ability to explain complex concepts in a clear and concise manner
Desirable:
- Relevant qualifications in finance or related fields, IOC or FA2 in Pension Administration
- Client onboarding, AML and KYC experience
- Previous experience of technical or software training would be highly beneficial
Why join us?
Be part of our flexible and supportive work environment, where our innovative team value collaboration and trust. Make an impact and challenge yourself to continually improve, raise standards and see how your work contributes to our future goals. Develop your knowledge and progress your career within a growing business where you will be exposed to a range of business aspects and understand how we improve efficiency and do things differently at Fundment.
We support our team with the flexibility to work on a hybrid basis, 3 days a week in our London office.
- 28 days annual leave plus bank holidays
- Enhanced maternity/paternity/adoption leave
- Pension 6% employer contribution
- Bupa Private Medical
- Medicash Cash Plan
- Travel Insurance
- Employee Assistance Programme
- Training and Development/Qualification Sponsorship
Our collaborative office space ensures we are able to regularly get together to input ideas, discuss plans, work on projects, celebrate success and develop our skills.
We are happy to consider any reasonable adjustments that applicants may need during the recruitment process. We will evaluate applications within 2 weeks, video interviews will be followed by in person final interviews in Fitzrovia. No agencies please.
Fundment Values: Trustworthy, Collaborative, Supportive, Innovative & Flexible
Implementation Onboarding Manager in City of London employer: Fundment
Contact Detail:
Fundment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Implementation Onboarding Manager in City of London
✨Tip Number 1
Get to know the company inside out! Research Fundment's platform and its features, especially around tax wrappers and client onboarding. This will help you speak their language during interviews and show that you're genuinely interested in what they do.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider info about the company culture and might even lead to a referral, which can boost your chances of landing that interview.
✨Tip Number 3
Practice your training skills! Since the role involves client training, consider doing mock training sessions with friends or family. This will help you refine your communication style and make you feel more confident when it comes to explaining complex concepts.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows that you’re proactive and really want to be part of the Fundment team. Don’t miss out on this opportunity!
We think you need these skills to ace Implementation Onboarding Manager in City of London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Implementation Onboarding Manager role. Highlight your experience with client onboarding and any relevant knowledge of financial products, especially tax wrappers like ISAs and Pensions. We want to see how your skills align with what we do at Fundment!
Show Off Your Communication Skills: Since this role involves training clients and explaining complex concepts, it’s crucial to demonstrate your communication prowess. Use clear and concise language in your application to showcase your ability to convey information effectively. Remember, we value excellent communicators!
Highlight Technical Abilities: We’re looking for someone who’s tech-savvy and can quickly learn new software. Mention any previous experience with investment management platforms or similar technologies in your application. This will help us see that you’re ready to dive into our platform and become a specialist.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our innovative team at Fundment!
How to prepare for a job interview at Fundment
✨Know Your Stuff
Make sure you brush up on your knowledge of tax wrappers and investment management platforms. Fundment is looking for someone who can confidently discuss these topics, so being well-versed will help you stand out.
✨Show Off Your Training Skills
Since the role involves training clients, think of examples from your past experiences where you've successfully trained or onboarded others. Be ready to share how you made complex concepts easy to understand.
✨Be Organised
Fundment values organisation, especially when it comes to managing client contracts and CRM updates. Bring a few examples of how you've kept things organised in previous roles to demonstrate your attention to detail.
✨Communicate Clearly
Excellent communication is key for this role. Practice explaining technical concepts in simple terms, as you'll need to do this with clients. Consider doing mock interviews with friends to refine your delivery.