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 Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern platform experience.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
Fundment is an exceptional employer that fosters a flexible and supportive work environment, encouraging collaboration and innovation among its team members. With a strong focus on employee growth, the company offers extensive training and development opportunities, along with competitive benefits such as enhanced leave policies and a generous pension contribution. Located in the vibrant area of Fitzrovia, London, employees enjoy a modern office space that promotes teamwork and creativity, making it an ideal place for those seeking meaningful and rewarding careers in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Implementation Onboarding Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fundment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Implementation Onboarding Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fundment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fundment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fundment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fundment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fundment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fundment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
