At a Glance
- Tasks: Support wealth management implementations and ensure seamless client outcomes.
- Company: Join Nucleus Financial Platforms, a leader in investment technology.
- Benefits: Enjoy flexible working, health initiatives, and a non-contributory pension.
- Other info: Inclusive culture focused on collaboration and personal growth.
- Why this job: Make a real impact in the pensions industry while collaborating with diverse teams.
- Qualifications: Experience in pensions and wealth management, strong communication skills required.
The predicted salary is between 70000 - 85000 £ per year.
This role is based in London. Third Financial and Dunstan Thomas, both part of Nucleus Enterprise, provide market-leading investment platform technology, software solutions and outsourced operations to wealth managers, private banks and advisory firms. Together, we deliver a comprehensive ecosystem spanning front-to-back-office capabilities, combining deep operational expertise with robust, scalable technology. Our clients rely on us for the systems, services and specialist expertise that sit at the heart of their business.
This role operates across the Nucleus Enterprise group, working with blended teams of implementation consultants and testers across Third Financial and Dunstan Thomas, supporting multiple platforms, technologies and operational services to deliver seamless, high-quality client outcomes.
We are seeking an Implementation Consultant to support the successful delivery of wealth management related implementations including pension-related implementation initiatives. Acting as a bridge between customers, business teams, and technical delivery teams, you will combine strong pensions expertise with business analysis and testing capabilities to ensure solutions meet customer requirements and deliver expected outcomes. This role is ideal for a pensions professional who has experience within wealth management and enjoys stakeholder management, delivery management, implementation activities, defining business processes, and contributing to testing activities throughout the implementation lifecycle. Wealth management platform experience is essential for this role.
Responsibilities- Delivery & Governance: Use existing implementation framework for planning and executing implementation activities ensuring governance is tracked and monitored throughout using RAIDD, client packs, internal stakeholder communications and following established processes.
- Translating Client Requirements: Work closely with Sales stakeholders to understand business and client requirements aligning to implementation objectives. Facilitate workshops and Sales sessions to gather, analyse, and document requirements. Translate business needs into clear functional requirements and user stories. Support process mapping, gap analysis, and solution design activities where required. Translate requirements to software developers and operational consultants for business readiness preparations.
- Implementation & Change Delivery: Support the delivery of pension-related implementations, and change initiatives. Collaborate with project managers, SMEs, operational teams, and technical teams to ensure successful outcomes. Assist in managing project risks, issues, and dependencies. Execute customer onboarding, configuration, migration, and implementation activities.
- Testing & Quality Assurance: Contribute to test planning, test preparation, and execution activities. Create and execute test scenarios and test cases based on business requirements. Support User Acceptance Testing (UAT) and defect management processes. Ensure delivered solutions meet agreed business and customer requirements.
- Stakeholder Management: Build effective relationships with customers and internal stakeholders. Provide regular updates on requirements, progress, risks, and outcomes. Act as a trusted point of contact for pensions-related queries during project delivery.
About you
You will thrive if you bring:
- Experience within the pensions industry, ideally across operations, change, or implementation projects.
- Strong knowledge of pension schemes, processes, and industry practices including wealth management platform experience.
- Ability to coordinate across teams, manage planning and governance.
- Experience in implementation activities and delivery execution.
- The ability to communicate and engage effectively with stakeholders at all levels.
- Experience supporting testing activities, including test case creation, execution, and UAT.
- Strong analytical, problem-solving, and communication skills.
- A collaborative approach and the ability to work across business and technical teams.
A little about us
We’re the Nucleus Financial Platforms group and we help make retirement more rewarding. People come first - whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too. Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact.
Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work.
Inclusion and diversity at Nucleus
As with most things in life, who cares, wins. We really care about inclusion. For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector. More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.
At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.
Implementation Consultant employer: Nucleus Group
Nucleus Financial Platforms is an exceptional employer, offering a vibrant work culture that prioritises collaboration and employee well-being. With a strong commitment to inclusion and diversity, we provide ample opportunities for professional growth and development, alongside a generous benefits package that includes a non-contributory pension and flexible working options. Located in the heart of Glasgow or Edinburgh, our team enjoys a supportive environment where their contributions are valued and celebrated.
StudySmarter Expert Advice🤫
We think this is how you could land Implementation Consultant
✨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
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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 Nucleus Group. 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 Consultant
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 Nucleus Group.
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 Nucleus Group'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 Nucleus Group
✨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 Nucleus Group.
✨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 Nucleus Group 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 Nucleus Group 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.