At a Glance
- Tasks: Lead transformation initiatives and ensure smooth adoption of platform changes.
- Company: Join Quanta Group, a next-gen financial services leader with a collaborative culture.
- Benefits: 12-month contract with competitive pay and opportunities for professional growth.
- Other info: Dynamic environment with a focus on innovation and teamwork.
- Why this job: Make a real impact in the financial sector while developing your skills.
- Qualifications: Strong communication skills and a proactive mindset are essential.
The predicted salary is between 60000 - 75000 £ per year.
Quanta Group is a next-generation financial services Group, responsible for assets under advice of around £17bn and nearly 75,000 clients across platform, DFM and advice. Quanta Group provides a full wealth management service through three core businesses - an investment platform, financial planning and advice business, and discretionary fund manager. Each business operates independently yet gives financial planners the flexibility to deliver advice using any combination of our products, investments, and services:
- Wealthtime – an award-winning investment platform that helps advisers deliver the best outcomes for their clients, bringing together smart technology and expert support.
- Copia Capital Management – a leading discretionary fund manager that works exclusively with advisers to provide a range of managed portfolio services.
- Craven Street Wealth – an award-winning independent Chartered financial planning and wealth management firm with offices in London and across the south of England.
The Delivery Lead is accountable for mobilising and delivering Quanta Group’s strategic transformation agenda, ensuring priority initiatives deliver measurable outcomes. The Delivery Lead is pivotal in ensuring the business areas are ready to accept change, bridging the gap between the project and the business to ensure change delivers impactful benefits. You will lead and coordinate business readiness activities across Wealthtime’s strategic transformation programmes, ensuring seamless adoption of platform enhancements and business changes. This role will play a key part in the Platform Transformation programme, with a focus on migration and you will work closely with Operational Business Analysts, Project Managers, wider business stakeholders and third-party suppliers to effectively deliver and embed change. This role is on an initial 12-month fixed term contract basis.
Key Responsibilities
- Lead the preparation and execution of business readiness activities across Transformation initiatives.
- Identify and collaborate with key stakeholders to drive adoption and support them in roll out to teams and the external market.
- Develop go-live readiness plans for the workstreams and post-implementation support/hypercare strategies.
- Support the project teams with migration and cutover activities which may be across multiple departments.
- Work in collaboration with third party suppliers to ensure alignment of delivery objectives across the programme.
- Work with the Programme Manager / Project Manager to ensure Go Live readiness governance approach & stage gate criteria is clearly defined and implemented.
- Work with functional business areas and Business Analysts within Transformation to assess change and identify solutions that meet business requirements.
- Work in collaboration with communication teams to ensure that communication channels are factored into business readiness activity planning.
- Work in collaboration with Business Analysts and Project Managers to ensure dependencies and interdependencies between workstreams are planned for accordingly.
- Apply consistent project methodologies and maintain accurate documentation.
- Contribute to the enhancement of change management practices and the end to end delivery process.
Specialist Skills, Qualifications and Experience
Essential
- Proactive, analytically minded with good attention to detail.
- Excellent interpersonal and communication skills.
- Strong analytical and problem-solving skills, with a blend of delivery and analysis experience.
- Excellent written and verbal communication skills.
- Ability to work collaboratively with cross-functional teams.
- Strong understanding of Wealth Management industry, specifically Investment Platforms.
- Excellent drive with ability to work unsupervised and under own initiative.
- Ability to work well under pressure in a fast-paced environment and to tight deadlines.
- Adaptable and open to learning.
- Highly organised and detail-oriented.
- Can-do attitude, eager to contribute to team success and strategic objectives.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and change management tools.
Desirable
- Platform Migration experience.
- Experience working with outsourced Platform providers (FNZ, SS&C).
Core Competencies
- Transformation Delivery: Effectively translates agreed strategic objectives into deliverable change initiatives.
- Execution & Ownership: Takes accountability for day-to-day delivery, driving progress and resolving issues to maintain momentum.
- Stakeholder Collaboration: Builds constructive working relationships across business areas, delivery teams and supporting functions.
- Operational & Regulatory Awareness: Understands the regulatory and operational context, ensuring change is implemented and received by the business safely and sustainably with the right level of governance.
- Clear Communication: Communicate clearly and concisely, flagging progress, risks and decisions clearly, whilst tailoring the message dependent on the intended audience.
- Change Adoption & Embedding: Ensures change is adopted into BAU and understood, with appropriate ownership, controls and support model in place.
- Problem Solving & Pragmatism: Brings structure to complex problems, and focuses on feasible, outcome-led solutions.
Delivery Lead - (12 Month Fixed Term Contract) in Bath employer: Novia Financial plc
Quanta Group is an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration within the financial services sector. With a strong commitment to employee growth, we provide comprehensive training and development opportunities, ensuring our team members are well-equipped to lead transformative initiatives. Located in the vibrant heart of London, our culture promotes flexibility and support, making it an ideal place for professionals seeking meaningful and rewarding careers in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Delivery Lead - (12 Month Fixed Term Contract) in Bath
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Quanta Group and understanding their transformation agenda. Tailor your responses to show how your skills align with their needs, especially around change management and stakeholder collaboration.
✨Tip Number 3
Practice your communication skills! Since this role requires excellent interpersonal abilities, consider doing mock interviews with friends or using online platforms to refine your pitch and responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the Quanta Group team.
We think you need these skills to ace Delivery Lead - (12 Month Fixed Term Contract) in Bath
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in transformation delivery and stakeholder collaboration. We want to see how your skills align with our needs at Quanta Group!
Showcase Your Communication Skills:Since excellent communication is key for this role, use clear and concise language in your application. We love seeing candidates who can articulate their thoughts well, so don’t hold back!
Highlight Relevant Experience:If you've got experience in platform migration or working with outsourced providers, make it stand out! We’re keen on candidates who can bring that expertise to the table.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Let’s get started on this journey together!
How to prepare for a job interview at Novia Financial plc
✨Know Your Stuff
Make sure you understand Quanta Group's business model and the specifics of the Delivery Lead role. Familiarise yourself with their investment platform, financial planning services, and discretionary fund management. This will help you demonstrate your knowledge and show how you can contribute to their strategic transformation agenda.
✨Showcase Your Experience
Prepare examples from your past roles that highlight your experience in transformation delivery and stakeholder collaboration. Be ready to discuss how you've successfully led change initiatives, particularly in fast-paced environments, and how you’ve worked with cross-functional teams to achieve measurable outcomes.
✨Ask Smart Questions
During the interview, ask insightful questions about the Platform Transformation programme and the specific challenges they face. This shows your genuine interest in the role and helps you understand how you can add value. Questions about their approach to change management or how they measure success can be particularly effective.
✨Demonstrate Your Problem-Solving Skills
Be prepared to discuss how you approach complex problems and provide structured solutions. Use the STAR method (Situation, Task, Action, Result) to frame your answers, especially when discussing past experiences related to migration and cutover activities. This will illustrate your analytical mindset and ability to deliver under pressure.
