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- Tasks: Guide financial adviser firms through a seamless onboarding journey and deliver tailored training.
- Company: Join a dynamic team at a leading investment platform focused on customer success.
- Benefits: Enjoy a full-time role with competitive salary and opportunities for professional growth.
- Other info: Be part of a supportive culture that values integrity and customer-first mindset.
- Why this job: Make a real impact by helping advisers maximise their use of our innovative platform.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 35000 - 45000 £ per year.
Location: Office-based, with occasional need to travel to adviser offices all over the UK.
Department: Customer Success
Type: Full-Time, Permanent
Reporting to: Head of Customer Success
Control Function: No
Role overview: We are looking for a proactive and client-focused Adviser Onboarding Consultant to join our growing team. This is a key role responsible for delivering a seamless and engaging onboarding experience for newly signed-up financial adviser firms across the UK. You will act as the primary point of contact for firms during their initial onboarding period with our investment platform, which offers a comprehensive range of financial services products including ISAs, GIAs, and SIPPs. Your mission is to ensure that firms are fully trained and equipped to adopt and maximise our platform’s capabilities. This is a fantastic opportunity for someone who understands the UK financial advice landscape and thrives on building strong relationships and delivering first-class training and support.
Responsibilities include:
- Own the onboarding journey for newly signed adviser firms, ensuring a smooth transition onto our platform from day one.
- Deliver a structured training and support programme, tailored to the specific needs of each firm.
- Educate and guide advisers, paraplanners, and administrators on how to use our platform's tools and features to manage ISAs, GIAs, SIPPs and other investment products.
- Host regular onboarding sessions via video call or in person, covering platform navigation, client onboarding, transaction processing, reporting and compliance features.
- Monitor firm engagement and proactively address any training gaps or support issues to promote full adoption.
- Collaborate with internal teams including Distribution, Customer, Operations and Product to ensure a joined-up experience for the firm.
- Provide feedback to Product and Development teams to help improve the onboarding journey and platform usability.
- Maintain accurate records of all onboarding activities and adviser firm progress in CRM systems e.g. Salesforce.
Key Requirements:
- Experience in a financial services or investment platform environment, ideally working with adviser firms.
- Solid understanding of financial products such as ISAs, GIAs, and SIPPs.
- Strong communication and presentation skills – comfortable delivering training remotely and in-person.
- A customer-first mindset with a natural ability to build rapport and influence.
- Organised, self-motivated and capable of managing multiple onboarding journeys at once.
- Understanding of CRM tools, training software and platform technology.
- Knowledge of adviser workflows and back-office systems e.g. Intelliflo, Curo, etc.
Parmenion is a solo enhanced firm regulated under the Financial Conduct Authority. The FCA have conduct rules that firms and individuals must follow to ensure that they act with integrity and treat customers fairly. You will champion these rules:
- You must act with integrity
- You must act with due skill, care and diligence
- You must be open and cooperative with the FCA, the PRA and other regulators.
- You must pay due regard to the interests of customers and treat them fairly.
- You must observe proper standards of market conduct
- You must act to deliver good outcomes for retail customers
And will inspire by living our values:
- Getting the job done
- You being you
- Making tomorrow better than today
Adviser Onboarding Consultant in Bristol employer: Parmenion
Contact Detail:
Parmenion Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Adviser Onboarding Consultant in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to a hiring manager.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their onboarding process and think about how you can contribute to making it even better. Show them you’re not just another candidate, but someone who’s genuinely interested in their mission.
✨Tip Number 3
Practice your presentation skills! As an Adviser Onboarding Consultant, you'll need to deliver training sessions. Get comfortable with explaining complex concepts simply and engagingly. Maybe even do a mock session with a friend to get feedback.
✨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, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Adviser Onboarding Consultant in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Adviser Onboarding Consultant. Highlight your experience in financial services and any relevant training or onboarding roles you've had. We want to see how you can bring your unique skills to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about onboarding and how you can help adviser firms succeed with our platform. Be genuine and let your personality come through – we love that!
Showcase Your Communication Skills: Since this role involves a lot of training and support, make sure to demonstrate your strong communication skills in your application. Whether it's through examples in your CV or your cover letter, show us how you can engage and educate others effectively.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Parmenion
✨Know Your Financial Products
Make sure you brush up on your knowledge of ISAs, GIAs, and SIPPs. Being able to discuss these products confidently will show that you understand the financial advice landscape and can effectively communicate their benefits to adviser firms.
✨Demonstrate Your Training Skills
Prepare to showcase your training abilities during the interview. Think of examples where you've successfully delivered training or support in the past, especially in a remote setting. This will highlight your strong communication skills and customer-first mindset.
✨Showcase Your Organisational Skills
Since you'll be managing multiple onboarding journeys, it's crucial to demonstrate your organisational skills. Be ready to discuss how you prioritise tasks and manage your time effectively, perhaps by sharing specific tools or methods you use to stay organised.
✨Engage with the Interviewers
Remember, interviews are a two-way street! Prepare thoughtful questions about the onboarding process and the team dynamics. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your values.