Platform Onboarding Consultant

This is an exciting chance to represent the Scottish Widows Platform, onboarding new Advisors and supporting them embedding this into their business proposition. This position will work in tandem with Business Development Managers and Business Development Account Managers, to help assist the Sales Teams in their growth ambitions, to ultimately become platform provider of choice.

Key Accountabilities:

• Working with the Intermediary's business during the on-boarding phase to ensure a successful launch & integration with Scottish Widows Platform & processes.
• Collaborate with intermediaries to explore and analyse their current on-boarding and support needs, building a customised roll out plan where required.
• Manage relationships that sustain profitable growth and support the overall Scottish Widows Sales Distribution Strategy.
• Collaborate with sales teams and internal stakeholders to ensure consistent and timely delivery of updates.

What You'll Need:

• Considerable Retail Platform experience, with a proven ability to work at pace in an environment of complexity and time-based pressure, retaining high levels of accuracy and control throughout.
• Relationship management experience, in building both new and deepening existing relationships, preferably in a field-based capacity.
• A Customer centric background and a strong eye for support and development opportunities.
• Evidence of working effectively in a team environment, contributing to the overall success of your team.
• Exceptional communication skills, with a demonstrated ability and desire to be hands on.
• Diploma in Financial Services or willing to work towards this.
• A full, valid driving license is essential for this role, as you'll be required to travel.

About Working For Us:

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. 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. And it’s why we especially welcome applications from under-represented groups. We’re disability confident. So if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.

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.

If you’re excited by the thought of becoming part of our team, get in touch. We’d love to hear from you!

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'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.