Platform Onboarding Consultant in Manchester

Location: Manchester

Time Type: Full time

Salary Range: £40,824 - £45,360

Flexible Working Options: Hybrid Working, Job Share

End Date: Tuesday 28 April 2026

Hours: Full-time

Working Pattern: We operate a hybrid working model; however, due to the nature of the role, the majority of the working week will be spent travelling to client appointments. Office attendance will be balanced alongside customer commitments.

What you’ll be doing:

This is an exciting opportunity to represent the Scottish Widows Platform, working closely with advisers as they onboard and embed the platform into their wider business proposition. The platform is an advised intermediary investment solution designed to simplify and strengthen advisers’ investment processes across ISAs, GIAs and pensions, enabling efficient portfolio management with strong governance, automation and operational oversight built in.

You’ll work in close partnership with Business Development Managers and Business Development Account Managers, operating as a trusted peer and platform specialist rather than a traditional support function. Acting as an advocate for the platform, you’ll bring its capabilities into adviser conversations, reinforce agreed commercial strategies, and help turn sales activity into confident, long‐term platform adoption.

Taking end‐to‐end ownership of adviser onboarding within your panel, you’ll proactively drive engagement, momentum and outcomes. You’ll build strong adviser relationships, identify and resolve risks or blockers early, and ensure the platform is adopted, used effectively and sustained as a core part of advisers’ propositions. Alongside this, you’ll share adviser insight and feedback with Sales and internal teams to support growth, retention and continuous improvement.

We’re transforming at pace. Investing billions in our people, data and tech to change the way we meet the needs of our 28 million customers. We’re growing, and we’d love you to be part of the journey.

• 2+ years experience working directly with Financial Advisers in a commercial, client‐facing or sales‐adjacent role, with clear accountability for outcomes
• Proven relationship management capability, ideally in a field‐based or externally facing role, demonstrating proficiencies to influence and engage advisers through credibility, expertise and strong communication
• Strong commercial awareness, with experience aligning platform value to adviser business needs and identifying growth opportunities
• Experience partnering with sales teams, with an understanding of sales cycles, pipeline management and adviser decision‐making
• Retail investment platform experience, with the ability to operate at pace in complex, time‐pressured environments while maintaining accuracy and control
• A proactive, self‐starting approach with strong personal ownership and excellent communication skills
• A full UK driving licence (required due to regional travel requirements)

And any experience of these would be great:

• Diploma in Financial Services, or a willingness to work towards it.

This is a place for you:

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities, and we’re committed to creating an environment in which everyone can thrive, learn and develop. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme. We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 28 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.

With 320 years under our belt, we're used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers. Here, you'll do the best work of your career. Your impact will be amplified by our scale as you learn and develop, gaining skills for the future.