At a Glance
- Tasks: Train clients and ensure a smooth onboarding experience with our innovative platform.
- Company: Join Fundment, a fast-growing wealth infrastructure company transforming the financial services landscape.
- Benefits: Enjoy 28 days annual leave, enhanced parental leave, and a supportive hybrid work environment.
- Other info: Collaborative office space with opportunities for professional growth and development.
- Why this job: Make a real impact by helping clients navigate our cutting-edge technology and improve their financial journeys.
- Qualifications: Strong communication skills and a passion for training; knowledge of financial products is a plus.
The predicted salary is between 36000 - 60000 £ per year.
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 Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern platform experience.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 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
Previous experience working with an investment management platform and strong knowledge of financial products is essential. Experience in a client onboarding or similar role within the financial services industry, ideally liaising with financial advisers, is also required. An aptitude for learning software/technology is important.
Excellent communication and interpersonal skills, with the ability to explain complex concepts in a clear and concise manner, are necessary. Relevant qualifications in finance or related fields, such as IOC or FA2 in Pension Administration, are preferred. Client onboarding, AML and KYC experience is beneficial, as is previous experience of technical or software training.
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
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.
Implementation Onboarding Manager employer: Fundment
At Fundment, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to thrive. As a Lead Python Engineer, you will not only engage in hands-on coding but also play a pivotal role in mentoring a talented team, ensuring your professional growth alongside theirs. Located in a vibrant tech hub, we offer competitive benefits, flexible working arrangements, and opportunities for continuous learning, making us an exceptional employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Implementation Onboarding Manager
✨Tip Number 1
Get to know the company inside out! Research Fundment's platform, its features, and how it stands out in the wealth infrastructure space. This will help you tailor your conversations during interviews and show that you're genuinely interested.
✨Tip Number 2
Practice your communication skills! Since the role involves training clients, being able to explain complex concepts clearly is key. Try explaining tax wrappers or onboarding processes to a friend or family member to get comfortable.
✨Tip Number 3
Network with current employees or industry professionals. Use platforms like LinkedIn to connect with people at Fundment or in similar roles. They can provide insights into the company culture and what they look for in candidates.
✨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 you’re proactive and really want to be part of the Fundment team.
We think you need these skills to ace Implementation Onboarding Manager
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience with client onboarding and financial products. We want to see how your skills align with the role of Implementation Onboarding Manager, so don’t hold back!
Show Off Your Communication Skills:Since this role involves training clients, it’s crucial to demonstrate your excellent communication abilities. Use clear and concise language in your application to show us you can explain complex concepts easily.
Highlight Relevant Experience:If you've worked with investment management platforms or have experience in client onboarding, make sure to mention it! We’re looking for candidates who can hit the ground running, so showcase your relevant background.
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 the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Fundment
✨Know Your Stuff
Make sure you brush up on your knowledge of tax wrappers and the operational functionality of investment management platforms. Fundment is looking for someone who can demonstrate a solid understanding of these concepts, so be prepared to discuss them in detail.
✨Show Off Your Training Skills
Since the role involves client training, think of examples from your past experiences where you've successfully trained others. Be ready to explain how you made complex topics easy to understand, as this will showcase your communication skills.
✨Get Familiar with the CRM
Fundment values organised records, so it’s a good idea to familiarise yourself with CRM systems if you haven’t already. Mention any experience you have with maintaining accurate client information and how you ensure data integrity.
✨Ask Insightful Questions
Prepare some thoughtful questions about Fundment's onboarding process and how they measure success in client training. This shows your genuine interest in the role and helps you understand their expectations better.
