Job Description
Implementation Executive – Wealth Management Platform
Bristol - Hybrid
Up to £35,000 (DOE) + benefits
We’re once again partnering with a digital-first wealth management business that’s transforming how financial advisers operate, powered by cutting edge technology and backed by a leading European wealth group.
They’re looking for an Implementation Executive to play a key role in the onboarding, training, and long-term support of advisers joining the platform. This is a highly visible, adviser-facing role, ideal for someone who enjoys combining platform knowledge with relationship management and practical delivery.
The Role:
* Lead the end-to-end onboarding of new advisers onto the platform.
* Deliver structured, tailored training to advisers and support staff, ensuring confidence and adoption.
* Act as the primary point of contact throughout implementation and go-live.
* Support advisers with platform configuration, integrations, workflows, and best practice.
* Assist firms in embedding the restricted advice framework, investment proposition, and product set.
* Provide post-implementation support to ensure advisers are fully operational and using the platform effectively.
* Create and maintain onboarding documentation, training materials, and user guides.
* Identify issues during onboarding, resolving where possible and escalating appropriately.
* Gather adviser feedback and work closely with internal teams to improve processes and the overall adviser experience.
What We’re Looking For:
* Experience in platform implementation, onboarding, training, or adviser support within financial services.
* Strong understanding of investment platforms, adviser operations, and UK advice processes.
* Confident communicator, comfortable training and supporting non-technical users.
* Highly organised with strong attention to detail and the ability to manage multiple priorities.
* Customer-focused, proactive, and solutions-oriented.
* Comfortable working cross-functionally with technical and non-technical teams.
What’s on Offer:
* Competitive salary plus discretionary bonus.
* 10% non-contributory pension.
* Private medical insurance, income protection, and 8x life assurance.
* Hybrid working from a modern central Bristol office.
* 26 days annual leave.
* The opportunity to be part of a high-growth UK business within a well-established European wealth group, with strong development and progression opportunities.
If you enjoy working closely with advisers, delivering high-quality implementations, and helping firms get real value from their platform, this is an excellent opportunity to make a genuine impact.