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- 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 work, 28 days leave, private medical, and career development opportunities.
- Why this job: Make a real impact in a supportive team while enhancing your skills in finance and technology.
- Qualifications: Experience with investment platforms and strong communication skills are essential.
- Other info: Collaborative office environment with opportunities for growth and innovation.
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 Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern platform experience.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 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
- 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
- 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 London employer: Fundment
Contact Detail:
Fundment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Implementation Onboarding Manager in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those who work at Fundment or similar companies. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for the interview by understanding Fundment's platform inside and out. Familiarise yourself with their tax wrappers and how they improve the onboarding experience. This will show you're genuinely interested and ready to hit the ground running.
✨Tip Number 3
Practice your communication skills! Since the role involves training clients, being able to explain complex concepts clearly is key. Try explaining a financial product to a friend or family member to sharpen your skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re keen on joining our innovative team at Fundment.
We think you need these skills to ace Implementation Onboarding Manager in London
Some tips for your application 🫡
Show Your Knowledge: Make sure to highlight your understanding of tax wrappers and investment management platforms in your application. We want to see that you know your stuff and can bring that expertise to the table!
Tailor Your Application: Don’t just send a generic CV and cover letter. Tailor them to reflect how your skills and experiences align with the Implementation Onboarding Manager role. We love seeing candidates who take the time to connect their background with what we do at Fundment.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate good communication skills, so make sure your application reflects that by being straightforward and easy to read.
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 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 investment management platforms. Fundment is looking for someone who can demonstrate a solid understanding of these products, so be prepared to discuss how they work and their benefits during the interview.
✨Show Off Your Training Skills
Since the role involves training clients, think about examples from your past experiences where you've successfully trained others. Be ready to explain your approach to making complex concepts 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. Be prepared to discuss how you’ve used CRM tools in previous roles to manage client information and streamline processes.
✨Ask Insightful Questions
Prepare some thoughtful questions about Fundment's platform and its onboarding process. This shows your genuine interest in the role and helps you understand how you can contribute to their mission of transforming the platform experience for advisers and clients.